← 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
1351	FM Foster & Motley Cincinnati, Ohio	$0	-$204K	0	–	Closed
1352	Fulton Bank Lancaster, Pennsylvania	$0	-$202K	0	–	Closed
1353	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$0	-$292K	0	–	Closed
1354	GEM Global Endowment Management Charlotte, North Carolina	$0	-$328K	0	–	Closed
1355	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$0	$0	1	0%	Maintained
1356	GSWM Golden State Wealth Management Santa Ana, California	$0	-$41K	0	–	Closed
1357	GAM Griffin Asset Management New York	$0	-$2K	0	–	Closed
1358	Highbridge Capital Management New York	$0	-$20.3M	0	–	Closed
1359	HCM Hoplite Capital Management New York	$0	-$52.5M	0	–	Closed
1360	HMP HS Management Partners New York	$0	-$58.2M	0	–	Closed
1361	IAS IMA Advisory Services Denver, Colorado	$0	-$3K	0	–	Closed
1362	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$0	-$844K	0	–	Closed
1363	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	-$60K	0	–	Closed
1364	Kohlberg Kravis Roberts & Co New York	$0	-$1.91M	0	–	Closed
1365	KL KWMG LLC Overland Park, Kansas	$0	-$2.16M	0	–	Closed
1366	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$0	-$23K	0	–	Closed
1367	LCS Levin Capital Strategies New York	$0	-$32K	0	–	Closed
1368	Lido Advisors Los Angeles, California	$0	-$356K	0	–	Closed
1369	Lincoln National Corp Radnor, Pennsylvania	$0	-$213K	0	–	Closed
1370	LM Luminus Management Houston, Texas	$0	-$8.31M	0	–	Closed
1371	MF Manchester Financial Westlake Village, California	$0	-$16K	0	–	Closed
1372	MC Maplelane Capital New York	$0	+$107	1	0%	Increased
1373	MFG MidWestOne Financial Group Iowa City, Iowa	$0	-$248K	0	–	Closed
1374	M MOTCO San Antonio, Texas	$0	-$13K	0	–	Closed
1375	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	2	0%	Maintained