← 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
1901	CA Cullinan Associates Louisville, Kentucky	$0	-$229K	–	Closed
1902	CCG Cypress Capital Group Palm Beach, Florida	$0	-$225K	–	Closed
1903	CJL Cyrus J. Lawrence New York	$0	-$78K	–	Closed
1904	DSCM Del-Sette Capital Management Schenectady, New York	$0	-$1.25M	–	Closed
1905	DP Denver PWM Denver, Colorado	$0	-$449	–	Closed
1906	Diamond Hill Capital Management Columbus, Ohio	$0	-$10.9M	–	Closed
1907	EBA Eagle Bay Advisors New York	$0	-$40.1K	–	Closed
1908	EFMH E Fund Management (HK) Central, Hong Kong	$0	-$52K	–	Closed
1909	EC Elequin Capital New York	$0	-$10.1K	–	Closed
1910	EA Ellsworth Advisors Hudson, Ohio	$0	-$4.6M	–	Closed
1911	EMAM Encompass More Asset Management Danville, California	$0	-$549K	–	Closed
1912	ETCM Evolutionary Tree Capital Management Alexandria, Virginia	$0	-$1.72M	–	Closed
1913	FA Fedenia Advisers Madison, Wisconsin	$0	-$60K	–	Closed
1914	FFG Fiduciary Financial Group San Rafael, California	$0	-$272K	–	Closed
1915	First Citizens Bank & Trust Raleigh, North Carolina	$0	-$3M	–	Closed
1916	First Financial Bankshares Abilene, Texas	$0	-$5.99M	–	Closed
1917	FHB First Hawaiian Bank Honolulu, Hawaii	$0	-$5.26M	–	Closed
1918	FWM FLP Wealth Management Bentonville, Arkansas	$0	-$558	–	Closed
1919	Fulton Bank Lancaster, Pennsylvania	$0	-$326K	–	Closed
1920	FFWM Future Financial Wealth Management Cincinnati, Ohio	$0	-$41.8K	–	Closed
1921	GWP Gateway Wealth Partners Appleton, Wisconsin	$0	-$204K	–	Closed
1922	GDP Great Diamond Partners Portland, Maine	$0	-$259K	–	Closed
1923	GF Gries Financial Cleveland, Ohio	$0	-$1.29M	–	Closed
1924	HW Hamilton Wealth Encino, California	$0	-$263K	–	Closed
1925	HAM Harber Asset Management Asheville, North Carolina	$0	-$3.5M	–	Closed