← 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
1701	Jupiter Asset Management London, United Kingdom	$0	-$856K	–	Closed
1702	KSCM Kamunting Street Capital Management Miami Beach, Florida	$0	-$475K	–	Closed
1703	KC KCL Capital New York	$0	-$395K	–	Closed
1704	KRC Kehrs Ridge Capital Holmdel, New Jersey	$0	-$9.51M	–	Closed
1705	KLC Kent Lake Capital Reno, Nevada	$0	-$7.17M	–	Closed
1706	Krilogy Financial St. Louis, Missouri	$0	-$228K	–	Closed
1707	KCM KRS Capital Management Bloomfield, Michigan	$0	-$23K	–	Closed
1708	LIA LBMC Investment Advisors Brentwood, Tennessee	$0	-$1.74M	–	Closed
1709	LC Legacy CG Plano, Texas	$0	-$359K	–	Closed
1710	LFG Leverty Financial Group Hudson, Wisconsin	$0	-$25K	–	Closed
1711	MC Machina Capital Paris, France	$0	-$234K	–	Closed
1712	MWAM Manhattan West Asset Management Los Angeles, California	$0	-$263K	–	Closed
1713	Maple Rock Capital Partners Toronto, Ontario, Canada	$0	-$23.3M	–	Closed
1714	MTWM Masso Torrence Wealth Management Marlton, New Jersey	$0	-$4K	–	Closed
1715	MPM MBB Public Markets Chicago, Illinois	$0	-$317K	–	Closed
1716	MP McDonald Partners Cleveland, Ohio	$0	-$2.17K	–	Closed
1717	Meiji Yasuda Life Insurance Tokyo, Japan	$0	-$537K	–	Closed
1718	MFW Meristem Family Wealth Minnetonka, Minnesota	$0	-$349K	–	Closed
1719	MCA Millennium Capital Advisors Little Rock, Arkansas	$0	-$211K	–	Closed
1720	Modera Wealth Management Westwood, New Jersey	$0	-$955K	–	Closed
1721	Moore Capital Management New York	$0	-$12.5M	–	Closed
1722	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$0	-$94K	–	Closed
1723	MUFG Securities EMEA London, United Kingdom	$0	-$6.47M	–	Closed
1724	MAM Must Asset Management Seoul, South Korea	$0	-$218K	–	Closed
1725	MAM Mystic Asset Management Warwick, Rhode Island	$0	-$93K	–	Closed