← 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
1176	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$0	$0	0	–	Closed
1177	JAM JW Asset Management Miami Beach, Florida	$0	-$431K	0	–	Closed
1178	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	-$79K	0	–	Closed
1179	KIG Kessler Investment Group Columbus, Indiana	$0	-$1.77M	0	–	Closed
1180	LWA Lenox Wealth Advisors New York	$0	-$3K	0	–	Closed
1181	LWM Lenox Wealth Management Cincinnati, Ohio	$0	-$24	1	0%	Reduced
1182	LC Lincoln Capital Lincoln, Nebraska	$0	-$298K	0	–	Closed
1183	LA Linden Advisors New York	$0	-$3.73M	0	–	Closed
1184	LWA Lowe Wealth Advisors Columbia, Maryland	$0	-$17K	0	–	Closed
1185	Magnetar Financial Evanston, Illinois	$0	-$455K	0	–	Closed
1186	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$0	-$3K	0	–	Closed
1187	Meiji Yasuda Life Insurance Tokyo, Japan	$0	-$274K	0	–	Closed
1188	MCM Mork Capital Management Healdsburg, California	$0	-$748K	0	–	Closed
1189	NPC National Planning Corporation El Segundo, California	$0	-$214K	0	–	Closed
1190	NA Navellier & Associates Reno, Nevada	$0	-$204K	0	–	Closed
1191	PCM Pennant Capital Management Summit, New Jersey	$0	-$89.7M	0	–	Closed
1192	Penserra Capital Management Orinda, California	$0	-$6K	0	–	Closed
1193	Pentwater Capital Management Naples, Florida	$0	-$3.22M	0	–	Closed
1194	RBA Richard Bernstein Advisors New York	$0	-$3.64M	0	–	Closed
1195	RCM Rotella Capital Management Bellevue, Washington	$0	-$123K	0	–	Closed
1196	RCIM Russell Clark Investment Management London, United Kingdom	$0	-$4.79M	0	–	Closed
1197	SFP Santa Fe Partners Santa Fe, New Mexico	$0	-$9.05M	0	–	Closed
1198	SM Sciencast Management Princeton, New Jersey	$0	-$335K	0	–	Closed
1199	SAM Senzar Asset Management New York	$0	-$6.61M	0	–	Closed
1200	Sequoia Financial Advisors Akron, Ohio	$0	-$223K	0	–	Closed