← 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
1151	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1152	LCM Lonestar Capital Management San Francisco, California	$0	-$4.28M	0	–	Closed
1153	MAP Managed Asset Portfolios Rochester, Michigan	$0	-$86K	0	–	Closed
1154	MCM McKinley Capital Management Anchorage, Alaska	$0	-$823K	0	–	Closed
1155	Meag Munich Ergo Munich, Germany	$0	-$3.59M	0	–	Closed
1156	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$0	-$277K	0	–	Closed
1157	Meiji Yasuda Life Insurance Tokyo, Japan	$0	-$336K	0	–	Closed
1158	MC Montag & Caldwell Atlanta, Georgia	$0	-$587K	0	–	Closed
1159	M MOTCO San Antonio, Texas	$0	-$23K	0	–	Closed
1160	MCM MV Capital Management Bethesda, Maryland	$0	-$1K	0	–	Closed
1161	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$0	-$1.58M	0	–	Closed
1162	NCIM New Century Investment Management Southfield, Michigan	$0	-$4.64M	0	–	Closed
1163	Nikko Asset Management Americas New York	$0	-$351K	0	–	Closed
1164	NCM Noesis Capital Mangement Boca Raton, Florida	$0	-$1.03M	0	–	Closed
1165	Old Mission Capital Chicago, Illinois	$0	-$360K	0	–	Closed
1166	OWIM Old West Investment Management Los Angeles, California	$0	-$668K	0	–	Closed
1167	OrbiMed New York	$0	-$6.18M	0	–	Closed
1168	P Palladiem Bryn Mawr, Pennsylvania	$0	-$84K	0	–	Closed
1169	PCM Parsons Capital Management Providence, Rhode Island	$0	-$46K	0	–	Closed
1170	PC Passport Capital San Francisco, California	$0	-$2.1M	0	–	Closed
1171	PCM Price Capital Management Lafayette, Louisiana	$0	-$728K	0	–	Closed
1172	Private Management Group Irvine, California	$0	-$16.7M	0	–	Closed
1173	PIM Provident Investment Management Novi, Michigan	$0	-$352K	0	–	Closed
1174	RCM Reynolds Capital Management Las Vegas, Nevada	$0	-$280K	0	–	Closed
1175	RP RR Partners New York	$0	-$131M	0	–	Closed