← 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
1376	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$0	-$27K	0	–	Closed
1377	GA Glenhill Advisors New York	$0	-$9.36M	0	–	Closed
1378	GEM Global Endowment Management Charlotte, North Carolina	$0	-$325K	0	–	Closed
1379	GPCM Granite Point Capital Management Boston, Massachusetts	$0	-$1.49M	0	–	Closed
1380	GFP Gryphon Financial Partners Columbus, Ohio	$0	-$25K	0	–	Closed
1381	Harris Associates Chicago, Illinois	$0	-$33.4M	0	–	Closed
1382	H Hexavest Montreal, Quebec, Canada	$0	-$43K	0	–	Closed
1383	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$0	-$1.56M	0	–	Closed
1384	ICP Indus Capital Partners New York	$0	-$27.4M	0	–	Closed
1385	JAM Jolley Asset Management Rocky Mount, North Carolina	$0	-$250K	0	–	Closed
1386	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	-$73K	0	–	Closed
1387	KHCM Kettle Hill Capital Management New York	$0	-$1.09M	0	–	Closed
1388	Klingenstein Fields & Co New York	$0	-$554K	0	–	Closed
1389	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$0	-$245K	0	–	Closed
1390	LC Landaas & Company Milwaukee, Wisconsin	$0	-$54K	0	–	Closed
1391	LMAM Legg Mason Asset Management Tokyo, Japan	$0	-$159K	0	–	Closed
1392	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1393	Lincoln National Corp Radnor, Pennsylvania	$0	-$200K	0	–	Closed
1394	LYV Live Your Vision West Conshohocken, Pennsylvania	$0	-$18K	0	–	Closed
1395	Madison Investment Holdings Madison, Wisconsin	$0	-$31.4M	0	–	Closed
1396	MCC Malaga Cove Capital Pv Estates, California	$0	-$684K	0	–	Closed
1397	Melvin Capital Management New York	$0	-$20.2M	0	–	Closed
1398	MGM Miura Global Management New York	$0	-$12M	0	–	Closed
1399	MBT Monroe Bank & Trust Monroe, Michigan	$0	-$184K	0	–	Closed
1400	Park Avenue Securities New York	$0	-$211K	0	–	Closed