← 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	HH HWG Holdings Houston, Texas	$0	$0	0	–	Closed
1377	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$0	-$2K	0	–	Closed
1378	IVA International Value Advisers	$0	-$72.5M	0	–	Closed
1379	IIC Ironwood Investment Counsel Scottsdale, Arizona	$0	-$206K	0	–	Closed
1380	JA JOYN Advisors Atlanta, Georgia	$0	-$76K	0	–	Closed
1381	JCM JS Capital Management New York	$0	-$2.95M	0	–	Closed
1382	Jupiter Asset Management London, United Kingdom	$0	-$351K	0	–	Closed
1383	KCP KDI Capital Partners Raleigh, North Carolina	$0	-$529K	0	–	Closed
1384	Kennedy Capital Management St Louis, Missouri	$0	-$4.56M	0	–	Closed
1385	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$0	-$3.05K	0	–	Closed
1386	Larson Financial Group St Louis, Missouri	$0	$0	2	0%	Maintained
1387	LNB Ledyard National Bank	$0	-$6K	0	–	Closed
1388	LPAM Legion Partners Asset Management Los Angeles, California	$0	-$9.83M	0	–	Closed
1389	LG Leuthold Group Minneapolis, Minnesota	$0	-$4.08M	0	–	Closed
1390	Level Four Advisory Services Dallas, Texas	$0	-$202K	0	–	Closed
1391	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$0	-$204K	0	–	Closed
1392	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$2.73M	0	–	Closed
1393	LC Lourd Capital Beverly Hills, California	$0	-$270K	0	–	Closed
1394	MA MANA Advisors New York	$0	-$67K	0	–	Closed
1395	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$0	-$378K	0	–	Closed
1396	MSA Marino Stram & Associates Braintree, Massachusetts	$0	-$5K	0	–	Closed
1397	MCM McKinley Capital Management Anchorage, Alaska	$0	-$33K	0	–	Closed
1398	Meiji Yasuda Life Insurance Tokyo, Japan	$0	-$326K	0	–	Closed
1399	MC Menta Capital San Francisco, California	$0	-$1.09M	0	–	Closed
1400	MWA Meridian Wealth Advisors Austin, Texas	$0	-$19K	0	–	Closed