← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	% of Portfolio	Status
1801	Daymark Wealth Partners Cincinnati, Ohio	$0	-$1.18M	–	Closed
1802	DCM Dean Capital Management Overland Park, Kansas	$0	-$1.72M	–	Closed
1803	DIA Dean Investment Associates Beavercreek, Ohio	$0	-$3.16M	–	Closed
1804	DP Dearborn Partners Chicago, Illinois	$0	-$292K	–	Closed
1805	DA Denali Advisors San Diego, California	$0	-$477K	–	Closed
1806	DI Diligent Investors Redlands, California	$0	-$224K	–	Closed
1807	DWM Dopkins Wealth Management Williamsville, New York	$0	-$214K	–	Closed
1808	DWA Dorsey Wright & Associates Pasadena, California	$0	-$3.01M	–	Closed
1809	Dragoneer Investment Group San Francisco, California	$0	-$306M	–	Closed
1810	Driehaus Capital Management Chicago, Illinois	$0	-$34.7M	–	Closed
1811	EIP Easterly Investment Partners Beverly, Massachusetts	$0	-$5.45M	–	Closed
1812	EFS Econ Financial Services Harrisburg, Pennsylvania	$0	-$481K	–	Closed
1813	EC Elequin Capital New York	$0	-$810	–	Closed
1814	EMAM Encompass More Asset Management Danville, California	$0	-$227K	–	Closed
1815	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$0	-$241K	–	Closed
1816	EPM Equitec Proprietary Markets Chicago, Illinois	$0	-$289K	–	Closed
1817	EWA EQ Wealth Advisors Dallas, Texas	$0	-$2.39K	–	Closed
1818	ESBC E.S. Barr & Co Lexington, Kentucky	$0	-$273K	–	Closed
1819	EPIME Evelyn Partners Investment Management (Europe) Dublin,	$0	-$3.17K	–	Closed
1820	EP Eversept Partners New York	$0	-$21.3M	–	Closed
1821	FP Factorial Partners Mt. Kisco, New York	$0	-$3M	–	Closed
1822	FG Fairman Group Chesterbrook, Pennsylvania	$0	-$32	–	Closed
1823	FMTC Farmers & Merchants Trust Company Long Beach, California	$0	-$215K	–	Closed
1824	FC Farringdon Capital London, United Kingdom	$0	-$716K	–	Closed
1825	Fayez Sarofim & Co Houston, Texas	$0	-$286K	–	Closed