← 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
1076	HCA Harbour Capital Advisors Tysons Corner, Virginia	$0	-$256K	0	–	Closed
1077	IFS Ifrah Financial Services Little Rock, Arkansas	$0	-$415K	0	–	Closed
1078	IC IKOS CIF Limassol, Cyprus	$0	-$111K	0	–	Closed
1079	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$371K	0	–	Closed
1080	JCM Janney Capital Management Pittsburgh, Pennsylvania	$0	-$257K	0	–	Closed
1081	Jennison Associates New York	$0	-$84.9M	0	–	Closed
1082	Jupiter Investment Management London, United Kingdom	$0	-$2.5M	0	–	Closed
1083	KCM Kames Capital Management Edinburgh, United Kingdom	$0	-$1.1M	0	–	Closed
1084	KA Kovack Advisors Ft. Lauderdale, Florida	$0	-$208K	0	–	Closed
1085	KIG Kovitz Investment Group Chicago, Illinois	$0	-$332K	0	–	Closed
1086	LMAM Legg Mason Asset Management Tokyo, Japan	$0	-$665K	0	–	Closed
1087	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1088	LWM Lyons Wealth Management Winter Park, Florida	$0	-$1.01M	0	–	Closed
1089	MP Manifold Partners San Francisco, California	$0	-$3.42M	0	–	Closed
1090	MSU Maple Securities USA Jersey City, New Jersey	$0	-$850K	0	–	Closed
1091	Meag Munich Ergo Munich, Germany	$0	-$59K	0	–	Closed
1092	MAM Meeder Asset Management Dublin, Ohio	$0	-$8.9M	0	–	Closed
1093	MIC MU Investments Company Tokyo, Japan	$0	-$330K	0	–	Closed
1094	MAM Myriad Asset Management North Point, Hong Kong	$0	-$4.23M	0	–	Closed
1095	NPC National Planning Corporation El Segundo, California	$0	-$202K	0	–	Closed
1096	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$831K	0	–	Closed
1097	NYLT New York Life Trust New York	$0	-$5K	0	–	Closed
1098	NCM Novare Capital Management Charlotte, North Carolina	$0	-$4.15M	0	–	Closed
1099	PAS Partnervest Advisory Services Santa Barbara, California	$0	-$109K	0	–	Closed
1100	Pathstone Family Office Englewood, New Jersey	$0	-$9K	0	–	Closed