← 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
1426	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$0	-$1.86M	0	–	Closed
1427	KA Kovack Advisors Ft. Lauderdale, Florida	$0	-$651K	0	–	Closed
1428	Krane Funds Advisors New York	$0	-$654K	0	–	Closed
1429	LCM Landscape Capital Management Englewood, New Jersey	$0	-$7.56M	0	–	Closed
1430	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$0	-$289K	0	–	Closed
1431	LCM LH Capital Markets New York	$0	-$10.3M	0	–	Closed
1432	Lincoln National Corp Radnor, Pennsylvania	$0	-$228K	0	–	Closed
1433	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$0	$0	0	–	Closed
1434	LCG Lisanti Capital Growth New York	$0	-$3.44M	0	–	Closed
1435	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$0	-$278K	0	–	Closed
1436	Lone Pine Capital Greenwich, Connecticut	$0	-$186M	0	–	Closed
1437	MC Machina Capital Paris, France	$0	-$1.31M	0	–	Closed
1438	MSR Main Street Research Lakeville, Connecticut	$0	-$9.85M	0	–	Closed
1439	MF Manchester Financial Westlake Village, California	$0	-$24K	0	–	Closed
1440	MIM Manitou Investment Management Toronto, Ontario, Canada	$0	-$310K	0	–	Closed
1441	MCM Maple Capital Management Montpelier, Vermont	$0	-$249K	0	–	Closed
1442	MC Maplelane Capital New York	$0	-$150K	0	–	Closed
1443	MIP Marietta Investment Partners Milwaukee, Wisconsin	$0	-$884K	0	–	Closed
1444	MIAS Mason Investment Advisory Services Reston, Virginia	$0	-$588K	0	–	Closed
1445	MCM Matarin Capital Management New York	$0	-$433K	0	–	Closed
1446	MFG Monte Financial Group Guilford, Connecticut	$0	-$369K	0	–	Closed
1447	Moore Capital Management New York	$0	-$4.78M	0	–	Closed
1448	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$0	-$1.28M	0	–	Closed
1449	MAM Myriad Asset Management North Point, Hong Kong	$0	-$1.1M	0	–	Closed
1450	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	2	0%	Maintained