← 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	GPC Glacier Peak Capital Bellevue, Washington	$0	-$530K	0	–	Closed
1227	GCM Grisanti Capital Management New York	$0	-$7.59M	0	–	Closed
1228	GAM GVO Asset Management Zug, Switzerland	$0	-$17.8M	0	–	Closed
1229	Hennessy Advisors Inc Novato, California	$0	-$3.44M	0	–	Closed
1230	HCM Herndon Capital Management Atlanta, Georgia	$0	-$18K	0	–	Closed
1231	HP Hound Partners New York	$0	-$5.72M	0	–	Closed
1232	HSA Hussman Strategic Advisors Ellicott City, Maryland	$0	-$143K	0	–	Closed
1233	JWM Janiczek Wealth Management Denver, Colorado	$0	-$72K	0	–	Closed
1234	JIC Joel Isaacson & Co New York	$0	-$17K	0	–	Closed
1235	JAM JW Asset Management Miami Beach, Florida	$0	-$229K	0	–	Closed
1236	KPF K2 Principal Fund Toronto, Ontario, Canada	$0	-$315K	0	–	Closed
1237	KC Kellner Capital New York	$0	-$286K	0	–	Closed
1238	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$0	-$307K	0	–	Closed
1239	Klingenstein Fields & Co New York	$0	-$266K	0	–	Closed
1240	LWMT Legacy Wealth Management (Tennessee) Memphis, Tennessee	$0	-$2.35K	0	–	Closed
1241	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1242	LHC Lodge Hill Capital New York	$0	-$8.07M	0	–	Closed
1243	LA LVW Advisors Pittsford, New York	$0	-$289K	0	–	Closed
1244	MFM Marianas Fund Management New York	$0	-$5.93M	0	–	Closed
1245	MP Marlowe Partners New York	$0	-$10.8M	0	–	Closed
1246	Melvin Capital Management New York	$0	-$19.4M	0	–	Closed
1247	MG Meritage Group San Francisco, California	$0	-$1.48M	0	–	Closed
1248	MBT Montecito Bank & Trust Santa Barbara, California	$0	-$149K	0	–	Closed
1249	NERM New England Research & Management Chicago, Illinois	$0	-$260K	0	–	Closed
1250	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$344K	0	–	Closed