← 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
1551	KC Knuff & Co Foster City, California	$0	-$36K	0	–	Closed
1552	Kohlberg Kravis Roberts & Co New York	$0	-$31.6M	0	–	Closed
1553	LAI Legal Advantage Investments Los Altos Hills, California	$0	-$638K	0	–	Closed
1554	LCS Levin Capital Strategies New York	$0	-$441K	0	–	Closed
1555	LHC Lodge Hill Capital New York	$0	-$9.39M	0	–	Closed
1556	LC Longitude (Cayman) Grand Cayman, Cayman Islands	$0	-$634K	0	–	Closed
1557	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$0	-$140K	0	–	Closed
1558	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$0	-$187K	0	–	Closed
1559	MCM Manchester Capital Management Manchester, Vermont	$0	-$3K	0	–	Closed
1560	MIM Manitou Investment Management Toronto, Ontario, Canada	$0	-$213K	0	–	Closed
1561	MWM Mascoma Wealth Management Hanover, New Hampshire	$0	+$35	1	0%	New
1562	MSA Mason Street Advisors Milwaukee, Wisconsin	$0	-$12M	0	–	Closed
1563	MRCM Mill Road Capital Management Greenwich, Connecticut	$0	-$33.9M	0	–	Closed
1564	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$0	-$201K	0	–	Closed
1565	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$0	-$7K	0	–	Closed
1566	Moore Capital Management New York	$0	-$1.88M	0	–	Closed
1567	M MOTCO San Antonio, Texas	$0	-$5K	0	–	Closed
1568	MIM MTM Investment Management Spartanburg, South Carolina	$0	-$235K	0	–	Closed
1569	NewEdge Advisors New Orleans, Louisiana	$0	-$310K	0	–	Closed
1570	NCGI Next Century Growth Investors Plymouth, Minnesota	$0	-$3.75M	0	–	Closed
1571	NL NKCFO LLC Geneva, Illinois	$0	-$314K	0	–	Closed
1572	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$0	-$2.37M	0	–	Closed
1573	OFA Oak Family Advisors Chicago, Illinois	$0	-$203K	0	–	Closed
1574	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$0	-$398K	0	–	Closed
1575	PM Parametrica Management Wanchai, Hong Kong	$0	-$231K	0	–	Closed