← 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	Fort Washington Investment Advisors Cincinnati, Ohio	$0	-$773K	0	–	Closed
1202	FCG FrontFour Capital Group Greenwich, Connecticut	$0	-$4.45M	0	–	Closed
1203	GP GLG Partners London, United Kingdom	$0	-$627K	0	–	Closed
1204	GC Globeflex Capital San Diego, California	$0	-$319K	0	–	Closed
1205	Great Lakes Advisors Chicago, Illinois	$0	-$235K	0	–	Closed
1206	GPC Guardian Point Capital Charlottesville, Virginia	$0	-$12.1M	0	–	Closed
1207	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$0	-$2.69M	0	–	Closed
1208	HCA Harbour Capital Advisors Tysons Corner, Virginia	$0	-$59K	0	–	Closed
1209	HCM Hilton Capital Management Garden City, New York	$0	-$499K	0	–	Closed
1210	HCM Holland Capital Management Chicago, Illinois	$0	-$1.22M	0	–	Closed
1211	HCM Hollencrest Capital Management Newport Beach, California	$0	-$230K	0	–	Closed
1212	I IberiaBank Lafayette, Louisiana	$0	-$222K	0	–	Closed
1213	IT Independence Trust Franklin, Tennessee	$0	-$272K	0	–	Closed
1214	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$0	-$2.69M	0	–	Closed
1215	KHCM Kettle Hill Capital Management New York	$0	-$1.43M	0	–	Closed
1216	KCM Kingdon Capital Management New York	$0	-$597K	0	–	Closed
1217	Kohlberg Kravis Roberts & Co New York	$0	-$3.31M	0	–	Closed
1218	KA Kovack Advisors Ft. Lauderdale, Florida	$0	-$207K	0	–	Closed
1219	Kovitz Investment Group Partners Chicago, Illinois	$0	-$289K	0	–	Closed
1220	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1221	LCS Levin Capital Strategies New York	$0	-$251K	0	–	Closed
1222	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$0	-$222K	0	–	Closed
1223	Lord, Abbett & Co Jersey City, New Jersey	$0	-$31.7M	0	–	Closed
1224	MCC Malaga Cove Capital Pv Estates, California	$0	-$472K	0	–	Closed
1225	Maven Securities St Helier, Jersey	$0	-$146K	0	–	Closed