← 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	GF Gerstein Fisher New York	$0	-$773K	0	–	Closed
1102	GCA Gideon Capital Advisors New York	$0	-$1.35M	0	–	Closed
1103	Gradient Investments Arden Hills, Minnesota	$0	-$2K	0	–	Closed
1104	GIA Granite Investment Advisors Concord, New Hampshire	$0	-$6.95M	0	–	Closed
1105	GPCM Granite Point Capital Management Boston, Massachusetts	$0	-$591K	0	–	Closed
1106	Guardian Capital (Canada) Toronto, Ontario, Canada	$0	-$1.73M	0	–	Closed
1107	HT HAP Trading New York	$0	-$2.1M	0	–	Closed
1108	HCCM Herring Creek Capital Management Stamford, Connecticut	$0	-$27.3M	0	–	Closed
1109	HCM Hoplite Capital Management New York	$0	-$79.1M	0	–	Closed
1110	Hudson Bay Capital Management Stamford, Connecticut	$0	-$40.4M	0	–	Closed
1111	HSA Hussman Strategic Advisors Ellicott City, Maryland	$0	-$11.1M	0	–	Closed
1112	ICAP Independence Capital Asset Partners Denver, Colorado	$0	-$10.4M	0	–	Closed
1113	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$0	-$28K	0	–	Closed
1114	ID Integral Derivatives New York	$0	-$1.18M	0	–	Closed
1115	IAM Integre Asset Management New York	$0	-$437K	0	–	Closed
1116	Jacobs Levy Equity Management Florham Park, New Jersey	$0	-$1.74M	0	–	Closed
1117	Jupiter Investment Management London, United Kingdom	$0	-$133K	0	–	Closed
1118	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1119	LCS Levin Capital Strategies New York	$0	-$102M	0	–	Closed
1120	Luther King Capital Management (LKCM) Fort Worth, Texas	$0	-$2.61M	0	–	Closed
1121	MHP Manatuck Hill Partners Westport, Connecticut	$0	-$3.04M	0	–	Closed
1122	MCM Maple Capital Management Montpelier, Vermont	$0	-$2.3M	0	–	Closed
1123	MSU Maple Securities USA Jersey City, New Jersey	$0	-$737K	0	–	Closed
1124	MPEM Marathon Partners Equity Management New York	$0	-$1.91M	0	–	Closed
1125	MAM Mastrapasqua Asset Management Nashville, Tennessee	$0	-$200K	0	–	Closed