← 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	Theme Stocks	% of Portfolio	Status
1051	JIC Joel Isaacson & Co New York	$2K	+$1.7K	1	0%	New
1052	LFR Lehman Financial Resources Media, Pennsylvania	$2K	$0	1	0%	Maintained
1053	M MOTCO San Antonio, Texas	$2K	-$20K	1	0%	Reduced
1054	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$1K	+$1.22K	1	0%	New
1055	1GA 1st Global Advisors Dallas, Texas	$0	-$260K	0	–	Closed
1056	AGCJ Alden Global Capital (Jersey) St. Helier, Jersey	$0	-$9.94M	0	–	Closed
1057	AF Ally Financial Detroit, Michigan	$0	-$3.88M	0	–	Closed
1058	AA Antipodean Advisors New York	$0	-$68.5M	0	–	Closed
1059	AP Appleton Partners Boston, Massachusetts	$0	-$252K	0	–	Closed
1060	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$380K	0	–	Closed
1061	ACM Argentus Capital Management Dallas, Texas	$0	-$398K	0	–	Closed
1062	AC Ascend Capital Orinda, California	$0	-$35.8M	0	–	Closed
1063	AssetMark Inc Concord, California	$0	-$1.51M	1	0%	Reduced
1064	Avalon Investment & Advisory Houston, Texas	$0	-$9.14M	0	–	Closed
1065	ACM Aviance Capital Management Sarasota, Florida	$0	-$197K	0	–	Closed
1066	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$0	-$4K	0	–	Closed
1067	BOH Bank of Hawaii Honolulu, Hawaii	$0	-$307K	0	–	Closed
1068	BCM BBT Capital Management Fort Worth, Texas	$0	-$3.54M	0	–	Closed
1069	BT Beacon Trust Morristown, New Jersey	$0	-$207K	0	–	Closed
1070	Beck Mack & Oliver New York	$0	-$634K	0	–	Closed
1071	BCA Bernzott Capital Advisors Camarillo, California	$0	-$13.7M	0	–	Closed
1072	BCM Bluefin Capital Management New York	$0	-$1.71M	0	–	Closed
1073	BPM Bowling Portfolio Management Cincinnati, Ohio	$0	-$2.42M	0	–	Closed
1074	BIM BRC Investment Management Greenwood Village, Colorado	$0	-$537K	0	–	Closed
1075	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$0	-$3.64M	0	–	Closed