← 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	Lord, Abbett & Co Jersey City, New Jersey	$0	-$36.8M	0	–	Closed
1177	MAI Marble Arch Investments New York	$0	-$7.26M	0	–	Closed
1178	MC Matisse Capital Portland, Oregon	$0	-$247K	0	–	Closed
1179	M MOTCO San Antonio, Texas	$0	-$26K	0	–	Closed
1180	NIMI Natixis Investment Managers International Paris, France	$0	-$826K	0	–	Closed
1181	Old Mission Capital Chicago, Illinois	$0	-$1.75M	0	–	Closed
1182	PAM PartnerRe Asset Management Greenwich, Connecticut	$0	-$213K	0	–	Closed
1183	QC QCM Cayman Houston, Texas	$0	-$233K	0	–	Closed
1184	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$901K	0	–	Closed
1185	Reinhart Partners Mequon, Wisconsin	$0	-$1.31M	0	–	Closed
1186	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$0	-$12.6K	0	–	Closed
1187	SM Sabby Management Miami Beach, Florida	$0	-$206K	0	–	Closed
1188	SC Searle & Co Greenwich, Connecticut	$0	-$1.02M	0	–	Closed
1189	SGH Sivik Global Healthcare Greenwich, Connecticut	$0	-$2.02M	0	–	Closed
1190	Smith Salley Wealth Management Greensboro, North Carolina	$0	-$1.17M	0	–	Closed
1191	SMG Spectrum Management Group Indianapolis, Indiana	$0	-$61K	0	–	Closed
1192	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$0	-$691K	0	–	Closed
1193	SH Svenska Handelsbanken Stockholm, Sweden	$0	-$1.56M	0	–	Closed
1194	Swiss Life Asset Management Zurich,	$0	-$2.7M	0	–	Closed
1195	TG TLP Group Evanston, Illinois	$0	-$631K	0	–	Closed
1196	TC TradeLink Capital Chicago, Illinois	$0	-$777K	0	–	Closed
1197	TSS Two Sigma Securities New York	$0	-$4K	0	–	Closed
1198	UFA US Financial Advisors Braintree, Massachusetts	$0	-$3K	0	–	Closed
1199	VNA Valley National Advisers Bethlehem, Pennsylvania	$0	$0	1	0%	Maintained
1200	VAM Visium Asset Management New York	$0	-$51M	0	–	Closed