← 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
1451	Lido Advisors Los Angeles, California	$0	-$4.33M	–	Closed
1452	LA Linden Advisors New York	$0	-$4.11M	–	Closed
1453	LIM Longfellow Investment Management Boston, Massachusetts	$0	-$488K	–	Closed
1454	LSC Lyon Street Capital Sausalito, California	$0	-$952K	–	Closed
1455	Magellan Asset Management Sydney, Australia	$0	-$49K	–	Closed
1456	Magnetar Financial Evanston, Illinois	$0	-$11.5M	–	Closed
1457	MFG Magnus Financial Group New York	$0	-$358K	–	Closed
1458	MIP Marietta Investment Partners Milwaukee, Wisconsin	$0	-$212K	–	Closed
1459	MCA Mercer Capital Advisers Little Silver, New Jersey	$0	-$18K	–	Closed
1460	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$0	-$1.78K	–	Closed
1461	MAP Moody Aldrich Partners Marblehead, Massachusetts	$0	-$213K	–	Closed
1462	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$0	-$1.74M	–	Closed
1463	MA MYDA Advisors Woodmere, New York	$0	-$1.78M	–	Closed
1464	NC NewSquare Capital Newtown Square, Pennsylvania	$0	-$1.42M	–	Closed
1465	NAM Nexpoint Asset Management Dallas, Texas	$0	-$1.15M	–	Closed
1466	NorthRock Partners Minneapolis, Minnesota	$0	-$200K	–	Closed
1467	NG Northstar Group New York	$0	-$474K	–	Closed
1468	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$0	-$1.6M	–	Closed
1469	NG NWK Group San Francisco, California	$0	-$4K	–	Closed
1470	OGC Oak Grove Capital North Hampton, New Hampshire	$0	-$1.04M	–	Closed
1471	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$685K	–	Closed
1472	OGC One68 Global Capital New York	$0	-$8.64M	–	Closed
1473	OrbiMed New York	$0	-$30.2M	–	Closed
1474	PIMG Patriot Investment Management Group Knoxville, Tennessee	$0	-$24.9K	–	Closed
1475	PDM Penn Davis McFarland Dallas, Texas	$0	-$91K	–	Closed