← 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
1826	LFA Level Financial Advisors East Amherst, New York	$0	-$1K	0	–	Closed
1827	LPARFS Leverage Partners Absolute Return Fund SPC Cayman Islands Ky1-11111, Cayman Islands	$0	-$929K	0	–	Closed
1828	LCS Levin Capital Strategies New York	$0	-$209K	0	–	Closed
1829	LMR Partners London, United Kingdom	$0	-$12M	0	–	Closed
1830	M1FG Mach-1 Financial Group Rogers, Arkansas	$0	-$67K	0	–	Closed
1831	Madison Asset Management Madison, Wisconsin	$0	-$2.88M	0	–	Closed
1832	Maple Rock Capital Partners Toronto, Ontario, Canada	$0	-$7.87M	0	–	Closed
1833	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$0	-$925K	0	–	Closed
1834	MCM McMillion Capital Management Greensboro, North Carolina	$0	-$1K	0	–	Closed
1835	MG Meritage Group San Francisco, California	$0	-$215K	0	–	Closed
1836	Mesirow Financial Investment Management Chicago, Illinois	$0	-$312K	0	–	Closed
1837	M Mirova Paris, France	$0	-$265K	0	–	Closed
1838	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$0	-$3K	0	–	Closed
1839	MUFG Americas New York	$0	-$2.21M	0	–	Closed
1840	MA MYDA Advisors Woodmere, New York	$0	-$347K	0	–	Closed
1841	NEAM New England Asset Management Farmington, Connecticut	$0	-$68K	0	–	Closed
1842	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$0	-$123K	0	–	Closed
1843	NL NVWM LLC Yardley, Pennsylvania	$0	-$1K	0	–	Closed
1844	ODG O'Dell Group Cincinnati, Ohio	$0	-$64K	0	–	Closed
1845	OAJ Ogorek Anthony Joseph Williamsville, New York	$0	$0	1	0%	Maintained
1846	OLA Oliver Luxxe Assets Gladstone, New Jersey	$0	-$954K	0	–	Closed
1847	OPPTF OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada	$0	-$1.71M	0	–	Closed
1848	PM Parametrica Management Wanchai, Hong Kong	$0	-$727K	0	–	Closed
1849	PCC Park Circle Company Baltimore, Maryland	$0	-$393K	0	–	Closed
1850	PHP Parkman Healthcare Partners Stamford, Connecticut	$0	-$3.62M	0	–	Closed