← 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
1726	LB Legacy Bridge West Des Moines, Iowa	$0	$0	1	0%	Maintained
1727	Lincoln National Corp Radnor, Pennsylvania	$0	-$42K	0	–	Closed
1728	LAM Lingohr Asset Management Duesseldorf, Germany	$0	-$347K	0	–	Closed
1729	MCM Magnolia Capital Management Cold Spring, New York	$0	-$1K	0	–	Closed
1730	MS Marshall & Sullivan Seattle, Washington	$0	-$57K	0	–	Closed
1731	MC Matisse Capital Portland, Oregon	$0	-$505K	0	–	Closed
1732	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$0	-$9.11M	0	–	Closed
1733	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$0	-$115K	0	–	Closed
1734	Miller Howard Investments Kingston, New York	$0	-$294K	0	–	Closed
1735	MA MKT Advisors Escondido, California	$0	-$209K	0	–	Closed
1736	MPAM Monarch Partners Asset Management Boston, Massachusetts	$0	-$312K	0	–	Closed
1737	Moneta Group Investment Advisors St Louis, Missouri	$0	-$206K	0	–	Closed
1738	MIS Morningstar Investment Services Chicago, Illinois	$0	-$204K	0	–	Closed
1739	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$0	-$41K	0	–	Closed
1740	MM MQS Management New York	$0	-$591K	0	–	Closed
1741	NIMI Natixis Investment Managers International Paris, France	$0	-$1.52M	0	–	Closed
1742	NPIC Neumeier Poma Investment Counsel Carmel, California	$0	-$37.4M	0	–	Closed
1743	NewEdge Wealth Pittsburgh, Pennsylvania	$0	-$635K	0	–	Closed
1744	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$0	-$1.24M	0	–	Closed
1745	NSB Norway Savings Bank Portland, Maine	$0	-$26K	0	–	Closed
1746	NIM NuWave Investment Management Parsippany, New Jersey	$0	-$173K	0	–	Closed
1747	OAJ Ogorek Anthony Joseph Williamsville, New York	$0	$0	1	0%	Maintained
1748	Old Mission Capital Chicago, Illinois	$0	-$23.6M	0	–	Closed
1749	OR Olympiad Research Stamford, Connecticut	$0	-$291K	0	–	Closed
1750	PP Pacifica Partners Surrey, Canada	$0	$0	1	0%	Maintained