← 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
1126	EverPoint Asset Management Stamford, Connecticut	$0	-$1.98M	0	–	Closed
1127	FPFS First Personal Financial Services Charlotte, North Carolina	$0	-$2K	0	–	Closed
1128	FMA FNY Managed Accounts New York	$0	-$47K	0	–	Closed
1129	GC Garde Capital Seattle, Washington	$0	-$693K	0	–	Closed
1130	GIA Gargoyle Investment Advisor Englewood, New Jersey	$0	-$1.1M	0	–	Closed
1131	GTP Global Thematic Partners New York	$0	-$12.2M	0	–	Closed
1132	GOCM Green Owl Capital Management New York	$0	-$2.5M	0	–	Closed
1133	Hancock Whitney Gulfport, Mississippi	$0	-$1.23M	0	–	Closed
1134	HMS Hanseatic Management Services Albuquerque, New Mexico	$0	-$1.67M	0	–	Closed
1135	HH Hilltop Holdings Dallas, Texas	$0	-$205K	0	–	Closed
1136	HF Hoxton Financial Shepherdstown, West Virginia	$0	-$6K	0	–	Closed
1137	IC IKOS CIF Limassol, Cyprus	$0	-$222K	0	–	Closed
1138	IRS Invictus RG (Singapore) Singapore	$0	-$625K	0	–	Closed
1139	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$0	$0	1	0%	Maintained
1140	KSCM Kamunting Street Capital Management Miami Beach, Florida	$0	-$5.84M	0	–	Closed
1141	Kohlberg Kravis Roberts & Co New York	$0	-$9.57M	0	–	Closed
1142	LAM Lapides Asset Management Greenwich, Connecticut	$0	-$2.22M	0	–	Closed
1143	LFR Lehman Financial Resources Media, Pennsylvania	$0	-$2K	0	–	Closed
1144	LCM Leisure Capital Management Costa Mesa, California	$0	-$363K	0	–	Closed
1145	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1146	LYV Live Your Vision West Conshohocken, Pennsylvania	$0	-$11K	0	–	Closed
1147	Lone Pine Capital Greenwich, Connecticut	$0	-$573M	0	–	Closed
1148	MAI Marble Arch Investments New York	$0	-$3.67M	0	–	Closed
1149	Massachusetts Financial Services Boston, Massachusetts	$0	-$12.7M	0	–	Closed
1150	MUS Mitsubishi UFJ Securities Tokyo, Japan	$0	$0	0	–	Closed