← 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
BCG
Bravias Capital Group
New Jersey
$0 -$143K 0 – Closed
1852
BRWA
B. Riley Wealth Advisors
Florida
$0 -$454K 0 – Closed
1853
BPAMU
BTG Pactual Asset Management US
New York
$0 -$266K 0 – Closed
1854
BMCM
Burns Matteson Capital Management
New York
$0 -$236K 0 – Closed
1855
CIM
Cambria Investment Management
California
$0 -$246K 0 – Closed
1856
Capula Management
Capula Management
Cayman Islands
$0 -$517K 0 – Closed
1857
CWC
Carolinas Wealth Consulting
North Carolina
$0 -$187K 0 – Closed
1858
CCM
Catalio Capital Management
New York
$0 -$13.7M 0 – Closed
1859
CFM
Catalyst Funds Management
Australia
$0 -$3.08M 0 – Closed
1860
CF
Centaurus Financial
California
$0 -$130K 0 – Closed
1861
CIC
Chase Investment Counsel
Virginia
$0 -$3.52M 0 – Closed
1862
CAM
Chesapeake Asset Management
New York
$0 -$223 0 – Closed
1863
CCM
Cinctive Capital Management
New York
$0 -$2.76M 0 – Closed
1864
CWP
Clark Wealth Partners
Illinois
$0 -$1.57K 0 – Closed
1865
CA
Claro Advisors
Massachusetts
$0 -$682K 0 – Closed
1866
CG
Clarus Group
Texas
$0 -$228K 0 – Closed
1867
CC
Clearline Capital
New York
$0 -$3.46M 0 – Closed
1868
CA
Continuum Advisory
Idaho
$0 -$56.9K 0 – Closed
1869
CCPM
Cooper Creek Partners Management
New York
$0 -$59M 0 – Closed
1870
CF
Corebridge Financial
Texas
$0 -$29.6M 0 – Closed
1871
CA
CV Advisors
Florida
$0 -$237K 0 – Closed
1872
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$0 -$9.31M 0 – Closed
1873
DRP
Decker Retirement Planning
Utah
$0 -$558 0 – Closed
1874
DGM
Delta Global Management
New York
$0 -$2.6M 0 – Closed
1875
DAM
DLD Asset Management
New York
$0 -$2.13M 0 – Closed
73 74
75
76 77