← 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
1576	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$0	-$273K	0	–	Closed
1577	LCM Legato Capital Management San Francisco, California	$0	-$306K	0	–	Closed
1578	M1FG Mach-1 Financial Group Rogers, Arkansas	$0	-$48K	0	–	Closed
1579	MC Machina Capital Paris, France	$0	-$320K	0	–	Closed
1580	MIP Marietta Investment Partners Milwaukee, Wisconsin	$0	-$970K	0	–	Closed
1581	MSA Marino Stram & Associates Braintree, Massachusetts	$0	-$372K	0	–	Closed
1582	MWM Mascoma Wealth Management Hanover, New Hampshire	$0	+$34	1	0%	New
1583	MCM Mason Capital Management New York	$0	-$110M	0	–	Closed
1584	Melvin Capital Management New York	$0	-$73.2M	0	–	Closed
1585	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$0	-$201K	0	–	Closed
1586	MAP Moody Aldrich Partners Marblehead, Massachusetts	$0	-$246K	0	–	Closed
1587	MUFG Securities EMEA London, United Kingdom	$0	-$1.05M	0	–	Closed
1588	NIMI Natixis Investment Managers International Paris, France	$0	-$52.1M	0	–	Closed
1589	NIP Nicholas Investment Partners Rancho Santa Fe, California	$0	-$21.2M	0	–	Closed
1590	OLA Oliver Luxxe Assets Gladstone, New Jersey	$0	-$512K	0	–	Closed
1591	OCM Osterweis Capital Management San Francisco, California	$0	-$5.69M	0	–	Closed
1592	PWS Paragon Wealth Strategies Jacksonville, Florida	$0	-$10K	0	–	Closed
1593	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$0	-$58K	0	–	Closed
1594	PAA Peregrine Asset Advisers Portland, Oregon	$0	-$494K	0	–	Closed
1595	PCTC Perkins Coie Trust Company Seattle, Washington	$0	-$10K	0	–	Closed
1596	PWP Personal Wealth Partners Bloomington, Minnesota	$0	-$43K	0	–	Closed
1597	PA PFG Advisors Phoenix, Arizona	$0	-$763K	0	–	Closed
1598	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$0	-$266K	0	–	Closed
1599	PCM Pinz Capital Management New York	$0	-$219K	0	–	Closed
1600	PO Private Ocean San Rafael, California	$0	-$33K	0	–	Closed