← 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
1201	IC InterOcean Capital Chicago, Illinois	$0	-$201K	0	–	Closed
1202	IC Intersect Capital San Ramon, California	$0	-$359K	0	–	Closed
1203	JSAM J. Safra Asset Management New York	$0	-$99K	0	–	Closed
1204	JT Jump Trading Chicago, Illinois	$0	-$238K	0	–	Closed
1205	Jupiter Investment Management London, United Kingdom	$0	-$17.6M	0	–	Closed
1206	Karpus Investment Management Pittsford, New York	$0	-$4.88M	0	–	Closed
1207	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$0	-$1K	0	–	Closed
1208	LCM Landscape Capital Management Englewood, New Jersey	$0	-$275K	0	–	Closed
1209	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1210	Locust Wood Capital Advisers New York	$0	-$25.2M	0	–	Closed
1211	LCM Logan Capital Management Newtown Square, Pennsylvania	$0	-$771K	0	–	Closed
1212	MPM Meritage Portfolio Management Overland Park, Kansas	$0	-$4.68M	0	–	Closed
1213	MBT Montecito Bank & Trust Santa Barbara, California	$0	-$217K	0	–	Closed
1214	NIM Nexus Investment Management Toronto, Ontario, Canada	$0	-$18.8M	0	–	Closed
1215	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$0	-$8.51M	0	–	Closed
1216	PAIA Park Avenue Institutional Advisers New York	$0	-$212K	0	–	Closed
1217	Perceptive Advisors New York	$0	-$73K	0	–	Closed
1218	PCM Piermont Capital Management St. Louis, Missouri	$0	-$692K	0	–	Closed
1219	PVI Pura Vida Investments New York	$0	-$4.16M	0	–	Closed
1220	QAM Quantres Asset Management Cayman, Cayman Islands	$0	-$626K	0	–	Closed
1221	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$0	-$1.25M	0	–	Closed
1222	RP Raiff Partners New York	$0	-$77K	0	–	Closed
1223	RQS Ramsey Quantitative Systems Louisville, Kentucky	$0	-$808K	0	–	Closed
1224	Rathbones Group Liverpool, United Kingdom	$0	-$200K	0	–	Closed
1225	RBC Roble Belko & Company Sewickley, Pennsylvania	$0	-$55K	0	–	Closed