← 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
1051	ICM ICC Capital Management Orlando, Florida	$0	-$5.5M	–	Closed
1052	ICAP Independence Capital Asset Partners Denver, Colorado	$0	-$27.2M	–	Closed
1053	IPC Independent Portfolio Consultants Boca Raton, Florida	$0	-$629K	–	Closed
1054	ICRM Insight Capital Research & Management Walnut Creek, California	$0	-$282K	–	Closed
1055	IMOV Investment Management of Virginia Richmond, Virginia	$0	-$271K	–	Closed
1056	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$0	-$249K	–	Closed
1057	Jensen Investment Management Lake Oswego, Oregon	$0	-$209K	–	Closed
1058	JIC Joel Isaacson & Co New York	$0	-$91K	–	Closed
1059	LSA L & S Advisors Los Angeles, California	$0	-$521K	–	Closed
1060	Magnetar Financial Evanston, Illinois	$0	-$1.72M	–	Closed
1061	MC Martin Currie Edinburgh, United Kingdom	$0	-$1.86M	–	Closed
1062	Massachusetts Financial Services Boston, Massachusetts	$0	-$556K	–	Closed
1063	MAM Mastrapasqua Asset Management Nashville, Tennessee	$0	-$1.32M	–	Closed
1064	MC Menta Capital San Francisco, California	$0	-$505K	–	Closed
1065	MC Miles Capital West Des Moines, Iowa	$0	-$1.06M	–	Closed
1066	Moore Capital Management New York	$0	-$5.24M	–	Closed
1067	MVA Mount Vernon Associates Baltimore, Maryland	$0	-$1.15M	–	Closed
1068	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$0	-$2.28M	–	Closed
1069	NCIM New Century Investment Management Southfield, Michigan	$0	-$2.89M	–	Closed
1070	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$0	-$686K	–	Closed
1071	New Mexico Educational Retirement Board Santa Fe, New Mexico	$0	-$3.92M	–	Closed
1072	NIP Nicholas Investment Partners Rancho Santa Fe, California	$0	-$1.31M	–	Closed
1073	Nikko Asset Management Americas New York	$0	-$137K	–	Closed
1074	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$703K	–	Closed
1075	Obermeyer Wealth Partners Aspen, Colorado	$0	-$5K	–	Closed