← 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	Theme Stocks	% of Portfolio	Status
1851	Castleark Management Chicago, Illinois	$0	-$5.7M	0	–	Closed
1852	CWM Cedar Wealth Management Walnut Creek, California	$0	-$263	0	–	Closed
1853	CCG Ceeto Capital Group Coral Gables, Florida	$0	-$473K	0	–	Closed
1854	CP CenterBook Partners Greenwich, Connecticut	$0	-$5.82M	0	–	Closed
1855	CBT Central Bank & Trust Lexington, Kentucky	$0	-$14.3K	0	–	Closed
1856	CTC Cetera Trust Company St. Paul, Minnesota	$0	-$3.17K	0	–	Closed
1857	CW Channel Wealth Santa Barbara, California	$0	-$565K	0	–	Closed
1858	CT Clearstead Trust Portland, Maine	$0	-$322	0	–	Closed
1859	CCP Clifford Capital Partners Alpine, Utah	$0	-$481K	0	–	Closed
1860	CCM Cohen Capital Management Corte Madera, California	$0	-$7.7M	0	–	Closed
1861	Cohen & Steers New York	$0	-$2.87M	0	–	Closed
1862	CIM Contrarius Investment Management St. Helier, Jersey	$0	-$65.1M	0	–	Closed
1863	Cornerstone Investment Partners Atlanta, Georgia	$0	-$207K	0	–	Closed
1864	CWP Curated Wealth Partners El Segundo, California	$0	-$2.22M	0	–	Closed
1865	DC Diametric Capital Boston, Massachusetts	$0	-$926K	0	–	Closed
1866	DAC Dividend Assets Capital Ridgeland, South Carolina	$0	-$10K	0	–	Closed
1867	DFO Duquesne Family Office New York	$0	-$58.3M	0	–	Closed
1868	DWS Dynamic Wealth Strategies Granite Bay, California	$0	$0	1	0%	Maintained
1869	EIP Easterly Investment Partners Beverly, Massachusetts	$0	-$829K	0	–	Closed
1870	Eisler Capital (UK) London, United Kingdom	$0	-$1.14M	0	–	Closed
1871	EC Estate Counselors Thiensville, Wisconsin	$0	-$1.43M	0	–	Closed
1872	EWM Evermay Wealth Management Arlington, Virginia	$0	-$345	0	–	Closed
1873	FMTC Farmers & Merchants Trust Company Long Beach, California	$0	-$253K	0	–	Closed
1874	FDP Financiere des Professionnels Montreal, Quebec, Canada	$0	-$35.6K	0	–	Closed
1875	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$0	-$208K	0	–	Closed