← 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
1426	FRM Fox Run Management Greenwich, Connecticut	$0	-$293K	–	Closed
1427	GIPM G2 Investment Partners Management New York	$0	-$299K	–	Closed
1428	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$0	-$14K	–	Closed
1429	Gofen & Glossberg Chicago, Illinois	$0	-$241K	–	Closed
1430	GL Governors Lane New York	$0	-$12.3M	–	Closed
1431	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$0	-$4.54M	–	Closed
1432	GAM GVO Asset Management Zug, Switzerland	$0	-$4.04M	–	Closed
1433	HIM HGC Investment Management Toronto, Ontario, Canada	$0	-$5.54M	–	Closed
1434	HFA Hoover Financial Advisors Malvern, Pennsylvania	$0	-$29K	–	Closed
1435	Horizon Kinetics Asset Management New York	$0	-$400K	–	Closed
1436	Hotchkis & Wiley Capital Management Los Angeles, California	$0	-$3.75M	–	Closed
1437	ICM IMS Capital Management Portland, Oregon	$0	-$204K	–	Closed
1438	ICM Indaba Capital Management San Francisco, California	$0	-$19.5M	–	Closed
1439	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$0	-$16K	–	Closed
1440	IR Invictus RG Hamilton, Bermuda	$0	-$641K	–	Closed
1441	JPC Jabodon PT Co Reno, Nevada	$0	-$741K	–	Closed
1442	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$0	-$33K	–	Closed
1443	KSCM Kamunting Street Capital Management Miami Beach, Florida	$0	-$1.57M	–	Closed
1444	KWM Keebeck Wealth Management Chicago, Illinois	$0	-$5K	–	Closed
1445	KC Kepos Capital New York	$0	-$12.9M	–	Closed
1446	KLC Knowledge Leaders Capital Denver, Colorado	$0	-$492K	–	Closed
1447	KPW Kore Private Wealth New York	$0	-$60K	–	Closed
1448	KXA KPCB XII Associates Menlo Park, California	$0	-$34.5M	–	Closed
1449	LCM Legato Capital Management San Francisco, California	$0	-$1.78M	–	Closed
1450	LCS Levin Capital Strategies New York	$0	-$1.1M	–	Closed