← 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	DF Dent & Co Baltimore, Maryland	$0	-$677K	0	–	Closed
1102	DTL Dynamic Technology Lab Singapore	$0	-$789K	0	–	Closed
1103	Element Capital Management New York	$0	-$145K	0	–	Closed
1104	Fidelity International Hamilton, Bermuda	$0	-$157M	0	–	Closed
1105	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$0	-$1.9M	0	–	Closed
1106	FNYS First New York Securities New York	$0	-$5.64K	0	–	Closed
1107	F.L. Putnam Investment Management Lynnfield, Massachusetts	$0	-$850K	0	–	Closed
1108	FM Forward Management San Francisco, California	$0	-$1.48M	0	–	Closed
1109	FP Foundry Partners Minneapolis, Minnesota	$0	-$1.71M	0	–	Closed
1110	GCA Gideon Capital Advisors New York	$0	-$247K	0	–	Closed
1111	GC Globeflex Capital San Diego, California	$0	-$305	1	0%	Reduced
1112	Grimes & Company Westborough, Massachusetts	$0	-$202K	0	–	Closed
1113	HW Hedeker Wealth Lincolnshire, Illinois	$0	-$33K	0	–	Closed
1114	HCM Hodges Capital Management Dallas, Texas	$0	-$266K	0	–	Closed
1115	HCM Hollencrest Capital Management Newport Beach, California	$0	-$923K	0	–	Closed
1116	IC InterOcean Capital Chicago, Illinois	$0	-$224K	0	–	Closed
1117	IB Intrust Bank Wichita, Kansas	$0	-$221K	0	–	Closed
1118	Jensen Investment Management Lake Oswego, Oregon	$0	-$533K	0	–	Closed
1119	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$0	-$269K	1	0%	Reduced
1120	Klingenstein Fields & Co New York	$0	-$3.1M	0	–	Closed
1121	Korea Investment Corp Seoul, South Korea	$0	-$2.35M	0	–	Closed
1122	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1123	LCS Levin Capital Strategies New York	$0	-$262K	0	–	Closed
1124	LA Lucus Advisors New York	$0	-$969K	0	–	Closed
1125	Magnetar Financial Evanston, Illinois	$0	-$956K	0	–	Closed