← 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	% of Portfolio	Status
1401	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$0	-$1.34M	–	Closed
1402	LCS Levin Capital Strategies New York	$0	-$1.91M	–	Closed
1403	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$0	-$4.08M	–	Closed
1404	LMR Partners London, United Kingdom	$0	-$5.61M	–	Closed
1405	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$2.66M	–	Closed
1406	LBC Lowe Brockenbrough & Co Richmond, Virginia	$0	-$475K	–	Closed
1407	LWS Lucia Wealth Services San Diego, California	$0	-$182K	–	Closed
1408	MHP Manatuck Hill Partners Westport, Connecticut	$0	-$769K	–	Closed
1409	MC Maplelane Capital New York	$0	-$5.83M	–	Closed
1410	Maven Securities St Helier, Jersey	$0	-$2.87M	–	Closed
1411	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$0	-$46K	–	Closed
1412	MBA McQueen Ball & Associates Bethlehem, Pennsylvania	$0	-$231K	–	Closed
1413	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$0	-$60K	–	Closed
1414	MAG Millrace Asset Group Berwyn, Pennsylvania	$0	-$710K	–	Closed
1415	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$0	-$10K	–	Closed
1416	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$0	-$248K	–	Closed
1417	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$0	-$2.45M	–	Closed
1418	MSAM Moloney Securities Asset Management Manchester, Missouri	$0	-$465K	–	Closed
1419	MPAM Monarch Partners Asset Management Boston, Massachusetts	$0	-$4.68M	–	Closed
1420	MC Moors & Cabot Boston, Massachusetts	$0	-$25K	–	Closed
1421	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$0	-$86K	–	Closed
1422	MA Mutual Advisors Omaha, Nebraska	$0	-$674K	–	Closed
1423	MA MYDA Advisors Woodmere, New York	$0	-$1.6M	–	Closed
1424	NIMI Natixis Investment Managers International Paris, France	$0	-$3.4M	–	Closed
1425	OWA One Wealth Advisors San Francisco, California	$0	-$1.4M	–	Closed