← 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
1451	HS HighVista Strategies Boston, Massachusetts	$0	-$952K	0	–	Closed
1452	Hood River Capital Management Palm Beach Gardens, Florida	$0	-$25.1M	0	–	Closed
1453	HS Horan Securities Cincinnati, United States	$0	-$20K	0	–	Closed
1454	IC InterOcean Capital Chicago, Illinois	$0	-$1.03M	0	–	Closed
1455	JT Jump Trading Chicago, Illinois	$0	-$887K	0	–	Closed
1456	Jupiter Investment Management London, United Kingdom	$0	-$3.84M	0	–	Closed
1457	Karpus Investment Management Pittsford, New York	$0	-$297K	0	–	Closed
1458	KCM Kingdon Capital Management New York	$0	-$13.6M	0	–	Closed
1459	LI Leap Investments Chicago, Illinois	$0	-$320K	0	–	Closed
1460	LF Lee Financial Dallas, Texas	$0	-$3K	0	–	Closed
1461	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$0	+$398	1	0%	New
1462	LSA L & S Advisors Los Angeles, California	$0	-$5.59M	0	–	Closed
1463	MA MANA Advisors New York	$0	-$395K	0	–	Closed
1464	MP Mangrove Partners Greenwich, Connecticut	$0	-$3.57M	0	–	Closed
1465	Marsico Capital Management Denver, Colorado	$0	-$4.72M	0	–	Closed
1466	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$0	-$23.5M	0	–	Closed
1467	Mizuho Securities USA New York	$0	-$662K	0	–	Closed
1468	MIM Monashee Investment Management Boston, Massachusetts	$0	-$5.09M	0	–	Closed
1469	MA MYDA Advisors Woodmere, New York	$0	-$1.14M	0	–	Closed
1470	NCM Nelson Capital Management Menlo Park, California	$0	-$1K	0	–	Closed
1471	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	2	0%	Maintained
1472	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$491K	0	–	Closed
1473	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$0	-$267K	0	–	Closed
1474	NIC Northwest Investment Counselors Lake Oswego, Oregon	$0	-$81K	0	–	Closed
1475	Old Mission Capital Chicago, Illinois	$0	-$814K	0	–	Closed