← 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
1276	HAM Highstreet Asset Management London, Ontario, Canada	$0	-$268K	0	–	Closed
1277	HCA Horan Capital Advisors Cincinnati, Ohio	$0	-$15K	0	–	Closed
1278	ID Integral Derivatives New York	$0	-$278K	0	–	Closed
1279	ICOA Investment Centers of America Bismarck, North Dakota	$0	-$224K	0	–	Closed
1280	ICM Ionic Capital Management New York	$0	-$6.73M	0	–	Closed
1281	IDBONY Israel Discount Bank of New York New York	$0	-$61K	0	–	Closed
1282	JCP Jabre Capital Partners Geneva, Switzerland	$0	-$2.35M	0	–	Closed
1283	Jasper Ridge Partners Menlo Park, California	$0	-$399K	0	–	Closed
1284	JGC J. Goldman & Co New York	$0	-$509K	0	–	Closed
1285	JAM Jolley Asset Management Rocky Mount, North Carolina	$0	-$266K	0	–	Closed
1286	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1287	LHC Lodge Hill Capital New York	$0	-$25.6M	0	–	Closed
1288	MAM Majedie Asset Management London, United Kingdom	$0	-$3.28M	0	–	Closed
1289	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$0	-$9.7M	0	–	Closed
1290	MCP Mirador Capital Partners Pleasanton, California	$0	-$207K	0	–	Closed
1291	MCM Murphy Capital Management Bedminster, New Jersey	$0	-$452K	0	–	Closed
1292	NFA Nationwide Fund Advisors Columbus, Ohio	$0	-$50.8M	0	–	Closed
1293	NewEdge Advisors New Orleans, Louisiana	$0	-$262K	0	–	Closed
1294	NR Newfound Research Wellesley Hills, Massachusetts	$0	+$62	1	0%	New
1295	NFG Next Financial Group Houston, Texas	$0	-$49K	0	–	Closed
1296	Nippon Life Insurance Tokyo, Japan	$0	-$1.15M	0	–	Closed
1297	NHAS Novo Holdings A/S Hellerup, Denmark	$0	-$1.28M	0	–	Closed
1298	Old Mission Capital Chicago, Illinois	$0	-$4.12M	0	–	Closed
1299	Old National Bancorp Evansville, Indiana	$0	-$207K	0	–	Closed
1300	Palisade Capital Management Fort Lee, New Jersey	$0	-$2.5M	0	–	Closed