← 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
1101	EI EAM Investors Solana Beach, California	$0	-$2.81M	0	–	Closed
1102	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$0	-$281K	0	–	Closed
1103	FHC First Houston Capital Houston, Texas	$0	-$1.48M	0	–	Closed
1104	Flow Traders U.S. New York	$0	-$459K	0	–	Closed
1105	GCM Glaxis Capital Management Sarasota, Florida	$0	-$698K	0	–	Closed
1106	GIM Grassi Investment Management Santa Clara, California	$0	-$2.18M	0	–	Closed
1107	GACM Green Arrow Capital Management New York	$0	-$1.52M	0	–	Closed
1108	HCM Hayman Capital Management Dallas, Texas	$0	-$30.4M	0	–	Closed
1109	IH IFC Holdings Tampa, Florida	$0	-$872K	0	–	Closed
1110	IC IKOS CIF Limassol, Cyprus	$0	-$4K	0	–	Closed
1111	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$300K	0	–	Closed
1112	JEW Jamison Eaton & Wood Bedminster, New Jersey	$0	-$126K	0	–	Closed
1113	JGC J. Goldman & Co New York	$0	-$1.21M	0	–	Closed
1114	JAM Jolley Asset Management Rocky Mount, North Carolina	$0	-$747K	0	–	Closed
1115	KCM Kingdon Capital Management New York	$0	-$3.49M	0	–	Closed
1116	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$0	-$523K	0	–	Closed
1117	LWM Lenox Wealth Management Cincinnati, Ohio	$0	+$130	1	0%	New
1118	LCM Leonard Capital Management Vero Beach, Florida	$0	-$1.69M	0	–	Closed
1119	LMF LMR Master Fund Grand Cayman, Cayman Islands	$0	-$201K	0	–	Closed
1120	MS Madison Scottsdale Scottsdale, Arizona	$0	-$68K	0	–	Closed
1121	MAM Mark Asset Management New York	$0	-$164K	0	–	Closed
1122	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$0	-$30K	0	–	Closed
1123	Ninety One (UK) London, United Kingdom	$0	-$13.2M	0	–	Closed
1124	NFGCM Norman Fields Gottscho Capital Management New York	$0	-$2.28M	0	–	Closed
1125	NTC North Tide Capital Boston, Massachusetts	$0	-$13.1M	0	–	Closed