← 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
1226	GP GLG Partners London, United Kingdom	$0	-$3.57M	0	–	Closed
1227	GGI Godsey & Gibb Inc Richmond, Virginia	$0	-$6.28M	0	–	Closed
1228	GL Governors Lane New York	$0	-$11.7M	0	–	Closed
1229	HA Heartland Advisors Milwaukee, Wisconsin	$0	-$4.85M	0	–	Closed
1230	HW Hedeker Wealth Lincolnshire, Illinois	$0	-$764	0	–	Closed
1231	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$0	-$447K	0	–	Closed
1232	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$0	-$440K	0	–	Closed
1233	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$0	-$17K	0	–	Closed
1234	KS Karpas Strategies Litchfield, Connecticut	$0	-$214K	0	–	Closed
1235	KLI Kelman-Lazarov Inc Memphis, Tennessee	$0	-$12.2K	0	–	Closed
1236	KCM Kingdon Capital Management New York	$0	-$39.5M	0	–	Closed
1237	Klingman & Associates New York	$0	-$5K	0	–	Closed
1238	LAM Lebenthal Asset Management New York	$0	-$81K	0	–	Closed
1239	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1240	LG Leuthold Group Minneapolis, Minnesota	$0	-$1.91M	0	–	Closed
1241	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$1.02M	0	–	Closed
1242	LCM Lonestar Capital Management San Francisco, California	$0	-$6.2M	0	–	Closed
1243	LA Lucus Advisors New York	$0	-$673K	0	–	Closed
1244	Luther King Capital Management (LKCM) Fort Worth, Texas	$0	-$219K	0	–	Closed
1245	Magnetar Financial Evanston, Illinois	$0	-$14M	0	–	Closed
1246	MLIC Mandatum Life Insurance Company Helsinki, Finland	$0	-$370K	0	–	Closed
1247	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$0	-$260K	0	–	Closed
1248	MIP Marietta Investment Partners Milwaukee, Wisconsin	$0	-$632K	0	–	Closed
1249	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$0	-$290K	0	–	Closed
1250	Mirae Asset Global Investments Seoul, South Korea	$0	-$204K	0	–	Closed