← 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	ArrowMark Colorado Holdings Denver, Colorado	$0	-$1.31M	–	Closed
1852	AWM Avaii Wealth Management Appleton, Wisconsin	$0	-$562K	–	Closed
1853	Bailard Foster City, California	$0	-$210K	–	Closed
1854	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$0	-$97.8K	–	Closed
1855	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$0	-$197K	–	Closed
1856	Barings Charlotte, North Carolina	$0	-$535K	–	Closed
1857	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$0	-$12.9M	–	Closed
1858	BST Bath Savings Trust Bath, Maine	$0	-$205K	–	Closed
1859	BWA Beam Wealth Advisors Covington, Louisiana	$0	-$234K	–	Closed
1860	BCM Beartown Capital Management Huntington Woods, Michigan	$0	-$292K	–	Closed
1861	BAM Bellevue Asset Management Bellevue, Washington	$0	-$3.9K	–	Closed
1862	BWM Benson Wealth Management Ooltewah, Tn, Tennessee	$0	-$1.55K	–	Closed
1863	BB Berkshire Bank Pittsfield, Massachusetts	$0	-$189K	–	Closed
1864	BCM Bluefin Capital Management New York	$0	-$2.81M	–	Closed
1865	BNP Paribas Paris, France	$0	-$26.9K	–	Closed
1866	BOTPPF Board of the Pension Protection Fund Croydon, United Kingdom	$0	-$38.5K	–	Closed
1867	BCFD Boit C.F. David	$0	-$39.7K	–	Closed
1868	BCAM Boston Common Asset Management Boston, Massachusetts	$0	-$617K	–	Closed
1869	Boston Partners Boston, Massachusetts	$0	-$92.7M	–	Closed
1870	BIM Brentview Investment Management Northfield, Illinois	$0	-$1.74K	–	Closed
1871	Bridges Investment Management Omaha, Nebraska	$0	-$473K	–	Closed
1872	BA Bridgewater Advisors New York	$0	-$301K	–	Closed
1873	BAM Broyhill Asset Management Charlotte, North Carolina	$0	-$1.85M	–	Closed
1874	BPAMU BTG Pactual Asset Management US New York	$0	-$342K	–	Closed
1875	BCM Buckhead Capital Management Atlanta, Georgia	$0	-$2.73M	–	Closed