← 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	Cullen Capital Management New York	$0	-$1.12M	–	Closed
1902	CG Cynosure Group Salt Lake City, Utah	$0	-$1.67M	–	Closed
1903	Diversify Advisory Services Sandy, Utah	$0	-$1.53M	–	Closed
1904	DF DNCA Finance Paris, France	$0	-$882K	–	Closed
1905	DF Donoghue Forlines Boston, Massachusetts	$0	-$1.47M	–	Closed
1906	DCM Dorato Capital Management Denver, Colorado	$0	-$2.35K	–	Closed
1907	Driehaus Capital Management Chicago, Illinois	$0	-$32.1M	–	Closed
1908	DWM Drive Wealth Management Lehi, Utah	$0	-$254K	–	Closed
1909	EBA Eagle Bay Advisors New York	$0	-$48.3K	–	Closed
1910	EIP Easterly Investment Partners Beverly, Massachusetts	$0	-$3.46M	–	Closed
1911	EAM EdenTree Asset Management London, United Kingdom	$0	-$36.6K	–	Closed
1912	ERP Eldred Rock Partners San Antonio, Texas	$0	-$490K	–	Closed
1913	ES Element Squared Minneapolis, Minnesota	$0	-$1.46M	–	Closed
1914	EW Elyxium Wealth San Mateo, California	$0	-$77.4K	–	Closed
1915	Emerald Advisers Leola, Pennsylvania	$0	-$3.74M	–	Closed
1916	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$0	-$749K	–	Closed
1917	EAM Empery Asset Management New York	$0	-$73.7K	–	Closed
1918	ET Equitable Trust Nashville, Tennessee	$0	-$485K	–	Closed
1919	Equity Investment Corp Atlanta, Georgia	$0	-$6.46M	–	Closed
1920	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$0	-$237K	–	Closed
1921	EPAM Evelyn Partners Asset Management London,	$0	-$3.63K	–	Closed
1922	Eventide Asset Management Boston, Massachusetts	$0	-$40.6M	–	Closed
1923	EFG Everhart Financial Group Dublin, Ohio	$0	-$647K	–	Closed
1924	EPW Evolve Private Wealth Los Angeles, California	$0	-$395K	–	Closed
1925	Exencial Wealth Advisors Oklahoma City, Oklahoma	$0	-$203K	–	Closed