← 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
1851	CIM Caldwell Investment Management Toronto, Ontario, Canada	$0	-$881K	–	Closed
1852	CH Canton Hathaway Providence, Rhode Island	$0	-$718K	–	Closed
1853	CFM Capricorn Fund Managers London, United Kingdom	$0	-$1.2M	–	Closed
1854	CCM Capstone Capital Management Hong Kong,	$0	-$173K	–	Closed
1855	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$0	-$127K	–	Closed
1856	CIG Cascade Investment Group Colorado Springs, Colorado	$0	-$195K	–	Closed
1857	CWA Centennial Wealth Advisory Traverse City, Michigan	$0	-$511K	–	Closed
1858	CIP Champlain Investment Partners Burlington, Vermont	$0	-$8.2M	–	Closed
1859	CCG Chatham Capital Group Savannah, Georgia	$0	-$247K	–	Closed
1860	CFA Churchill Financial Advisors Louisville, Kentucky	$0	-$273K	–	Closed
1861	CAM Clarity Asset Management Ames, Iowa	$0	-$30.8K	–	Closed
1862	CEI Clark Estates Inc New York	$0	-$2.44M	–	Closed
1863	CFG Clayton Financial Group St. Louis, Missouri	$0	-$5.98K	–	Closed
1864	CHAM Clear Harbor Asset Management Stamford, Connecticut	$0	-$769K	–	Closed
1865	CIR Clear Investment Research Alpharetta, Georgia	$0	-$3.48K	–	Closed
1866	Commerzbank Aktiengesellschaft Frankfurt, Germany	$0	-$232K	–	Closed
1867	CL CSS LLC Chicago, Illinois	$0	-$283K	–	Closed
1868	CW Curio Wealth Annapolis, Maryland	$0	-$519	–	Closed
1869	Dai-ichi Life Insurance Company Tokyo, Japan	$0	-$843K	–	Closed
1870	DGM Delta Global Management New York	$0	-$2.03M	–	Closed
1871	DF Dent & Co Baltimore, Maryland	$0	-$10.5M	–	Closed
1872	DM Diversified Management Milwaukee, Wisconsin	$0	-$1.78M	–	Closed
1873	DFG Dupree Financial Group Lexington, Kentucky	$0	-$2.65M	–	Closed
1874	Dynamic Advisor Solutions Phoenix, Arizona	$0	-$343K	–	Closed
1875	EA Evergreen Advisors Chattanooga, Tennessee	$0	-$10	–	Closed