← 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
1301	IH IFC Holdings Tampa, Florida	$0	-$613K	0	–	Closed
1302	IECM Intrinsic Edge Capital Management Chicago, Illinois	$0	-$13.3M	0	–	Closed
1303	IRC Investors Research Corp Atlanta, Georgia	$0	-$258K	0	–	Closed
1304	Jefferies Financial Group New York	$0	-$1.29M	0	–	Closed
1305	Jensen Investment Management Lake Oswego, Oregon	$0	-$352K	0	–	Closed
1306	KP Keel Point Huntsville, Alabama	$0	-$202K	0	–	Closed
1307	KCM Kensico Capital Management Greenwich, Connecticut	$0	-$91.7M	0	–	Closed
1308	KJWM Kiley Juergens Wealth Management Olympia, Washington	$0	-$84K	0	–	Closed
1309	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$0	-$741K	0	–	Closed
1310	Klingenstein Fields & Co New York	$0	-$781K	0	–	Closed
1311	Kovitz Investment Group Partners Chicago, Illinois	$0	-$221K	0	–	Closed
1312	LC Landaas & Company Milwaukee, Wisconsin	$0	-$51K	0	–	Closed
1313	LSCM LaSalle Street Capital Management Chicago, Illinois	$0	-$1.38M	0	–	Closed
1314	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1315	LCM Liberty Capital Management Birmingham, Michigan	$0	-$34K	0	–	Closed
1316	Lincoln National Corp Radnor, Pennsylvania	$0	-$632K	0	–	Closed
1317	LCG Lisanti Capital Growth New York	$0	-$377K	0	–	Closed
1318	Locust Wood Capital Advisers New York	$0	-$20.7M	0	–	Closed
1319	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$0	-$207K	0	–	Closed
1320	LC Lourd Capital Beverly Hills, California	$0	-$205K	0	–	Closed
1321	MCM Mainstay Capital Management Grand Blanc, Michigan	$0	-$1K	0	–	Closed
1322	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$0	-$83M	0	–	Closed
1323	MLIC Mandatum Life Insurance Company Helsinki, Finland	$0	-$925K	0	–	Closed
1324	MICM Matthews International Capital Management San Francisco, California	$0	-$61.7M	0	–	Closed
1325	Mizuho Securities USA New York	$0	-$1.55M	0	–	Closed