← 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	Commerzbank Aktiengesellschaft Frankfurt, Germany	$0	-$446K	0	–	Closed
1852	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$11.3M	0	–	Closed
1853	CBT CoreFirst Bank & Trust Topeka, Kansas	$0	-$302K	0	–	Closed
1854	Crestwood Advisors Group Boston, Massachusetts	$0	-$401K	0	–	Closed
1855	CAM Cypress Asset Management Houston, Texas	$0	-$238K	0	–	Closed
1856	DI DAGCO Inc Westlake, Ohio	$0	-$3.96K	0	–	Closed
1857	Davidson Kempner Capital Management New York	$0	-$18.1M	0	–	Closed
1858	DCM Dean Capital Management Overland Park, Kansas	$0	-$1.48M	0	–	Closed
1859	DA Duality Advisers Miami, Florida	$0	-$1.72M	0	–	Closed
1860	DWS Dynamic Wealth Strategies Granite Bay, California	$0	$0	1	0%	Maintained
1861	EGI EAM Global Investors Solana Beach, California	$0	-$5.52M	0	–	Closed
1862	EAM EFG Asset Management Portland, Oregon	$0	-$1.56M	0	–	Closed
1863	E Fund Management Guangzhou, China	$0	-$469K	0	–	Closed
1864	EFMH E Fund Management (HK) Central, Hong Kong	$0	-$37K	0	–	Closed
1865	EAM Empirical Asset Management Wellesley, Massachusetts	$0	-$302K	0	–	Closed
1866	ECM Empirical Capital Management Hendersonville, Tennessee	$0	-$185K	0	–	Closed
1867	Epoch Investment Partners New York	$0	-$14.7M	0	–	Closed
1868	EAM Evanson Asset Management Carmel, California	$0	-$580K	0	–	Closed
1869	EWM Executive Wealth Management Brighton, Michigan	$0	-$2.51M	0	–	Closed
1870	Farallon Capital Management San Francisco, California	$0	-$135M	0	–	Closed
1871	FA FDx Advisors Chicago, Illinois	$0	-$206K	0	–	Closed
1872	FA Financial Avengers Oakland, California	$0	-$52	0	–	Closed
1873	FGAM Financial Gravity Asset Management Lakeway, Texas	$0	-$863	0	–	Closed
1874	FSWA Financial Synergies Wealth Advisors Houston, Texas	$0	-$19	0	–	Closed
1875	First Manhattan New York	$0	-$806K	0	–	Closed