← 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
1951	BCM Bayesian Capital Management Brooklyn, New York	$0	-$2.51M	–	Closed
1952	BBL Beck Bode LLC Dedham, Massachusetts	$0	-$5.66M	–	Closed
1953	BMC Benin Management Corp Wilton, Connecticut	$0	-$63.5K	–	Closed
1954	Brighton Jones LLC Seattle, Washington	$0	-$863K	–	Closed
1955	BWP BSW Wealth Partners Boulder, Colorado	$0	-$206K	–	Closed
1956	Burney Company Reston, Virginia	$0	-$702K	–	Closed
1957	CCM Campbell Capital Management Miami, Florida	$0	-$219K	–	Closed
1958	Catalyst Capital Advisors Huntington, New York	$0	-$119K	–	Closed
1959	CRIG Charter Research & Investment Group Southport, Connecticut	$0	-$363K	–	Closed
1960	CIR Clear Investment Research Alpharetta, Georgia	$0	-$4.24K	–	Closed
1961	CC Clearline Capital New York	$0	-$2.13M	–	Closed
1962	CCM Cloud Capital Management Seattle, Washington	$0	-$5K	–	Closed
1963	CWG Cornerstone Wealth Group Huntersville, North Carolina	$0	-$205K	–	Closed
1964	CWM Crowley Wealth Management Wilmington, Delaware	$0	-$2.19K	–	Closed
1965	CAS CTC Alternative Strategies Chicago, Illinois	$0	-$575K	–	Closed
1966	CG Curat Global Springfield, New Hampshire	$0	-$13K	–	Closed
1967	CWP Cyndeo Wealth Partners St. Petersburg, Florida	$0	-$288K	–	Closed
1968	DGM Delta Global Management New York	$0	-$1.71M	–	Closed
1969	DIM Delta Investment Management San Francisco, California	$0	-$421K	–	Closed
1970	DJE Kapital 82049 Pullach, Germany	$0	-$1.86M	–	Closed
1971	EFI EHP Funds Inc Toronto, Canada	$0	-$1.69M	–	Closed
1972	EC Enhancing Capital Harrisburg, Pennsylvania	$0	-$246K	–	Closed
1973	Epoch Investment Partners New York	$0	-$244K	–	Closed
1974	Erste Asset Management Vienna, Austria	$0	-$421K	–	Closed
1975	EAM Exome Asset Management New York	$0	-$1.38M	–	Closed