← 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	CC Commons Capital Needham, Massachusetts	$0	-$314K	–	Closed
1852	CWM Compass Wealth Management Guilford, Connecticut	$0	-$144	–	Closed
1853	Cowen and Company New York	$0	-$516K	–	Closed
1854	CAM Cozad Asset Management Champaign, Illinois	$0	-$205K	–	Closed
1855	CCI Credit Capital Investments Livingston, New Jersey	$0	-$823K	–	Closed
1856	Csenge Advisory Group Clearwater, Florida	$0	-$1.21M	–	Closed
1857	CCP Cunning Capital Partners Morrisville, North Carolina	$0	-$1.17M	–	Closed
1858	Dakota Wealth Management Palm Beach Gardens, Florida	$0	-$202K	–	Closed
1859	DCM Davidson Capital Management Corpus Christi, Texas	$0	-$4.64K	–	Closed
1860	DJFS Dean Jacobson Financial Services Fort Worth, Texas	$0	-$568K	–	Closed
1861	DFG Demars Financial Group Spokane Valley, Washington	$0	-$531K	–	Closed
1862	Diamond Hill Capital Management Columbus, Ohio	$0	-$18M	–	Closed
1863	DACG Donor Advised Charitable Giving San Francisco, California	$0	-$208K	–	Closed
1864	DEA DoubleLine ETF Adviser Tampa, Florida	$0	-$916K	–	Closed
1865	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$0	-$258K	–	Closed
1866	EARNEST Partners Atlanta, Georgia	$0	-$218K	–	Closed
1867	ESCM Echo Street Capital Management New York	$0	-$3.22M	–	Closed
1868	EAMA EFG Asset Management (Americas) Miami, Florida	$0	-$812K	–	Closed
1869	EFI EHP Funds Inc Toronto, Canada	$0	-$1.07M	–	Closed
1870	Element Capital Management New York	$0	-$8.74M	–	Closed
1871	ECM Endurant Capital Management San Mateo, California	$0	-$818K	–	Closed
1872	EFG Everhart Financial Group Dublin, Ohio	$0	-$406K	–	Closed
1873	EW Evoke Wealth Los Angeles, California	$0	-$226K	–	Closed
1874	FC Family CFO Los Altos, California	$0	-$1.37K	–	Closed
1875	Fenimore Asset Management Cobleskill, New York	$0	-$623K	–	Closed