← 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
1876	KFS Kelly Financial Services Braintree, Massachusetts	$0	-$10.1K	–	Closed
1877	KC Kepos Capital New York	$0	-$8.41M	–	Closed
1878	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$0	-$283K	–	Closed
1879	KCM Kingdon Capital Management New York	$0	-$18.7M	–	Closed
1880	KFP KMG Fiduciary Partners Toledo, Ohio	$0	-$1.43M	–	Closed
1881	LTI Laffer Tengler Investments Nashville, Tennessee	$0	-$4.55K	–	Closed
1882	LF Lantz Financial Naperville, Illinois	$0	-$201K	–	Closed
1883	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$450K	–	Closed
1884	Lord, Abbett & Co Jersey City, New Jersey	$0	-$43M	–	Closed
1885	LCM LRT Capital Management Austin, Texas	$0	-$246K	–	Closed
1886	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$0	-$13.8K	–	Closed
1887	MFA McClarren Financial Advisors State College, Pennsylvania	$0	-$2K	–	Closed
1888	MDSL M.D. Sass LLC New York	$0	-$61.6M	–	Closed
1889	MFC Mechanics Financial Corp Mansfield, Ohio	$0	-$1K	–	Closed
1890	MFG Menard Financial Group Houston, Texas	$0	-$242K	–	Closed
1891	MG Meritage Group San Francisco, California	$0	-$309K	–	Closed
1892	MHS M Holdings Securities Portland, Oregon	$0	-$316K	–	Closed
1893	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$0	-$7K	–	Closed
1894	MFS Mirabella Financial Services London, United Kingdom	$0	-$1.48M	–	Closed
1895	MA MJP Associates Farmington, Connecticut	$0	-$890K	–	Closed
1896	MSAM Moloney Securities Asset Management Manchester, Missouri	$0	-$713K	–	Closed
1897	MM MQS Management New York	$0	-$679K	–	Closed
1898	NOI Newton One Investments Newark, Delaware	$0	-$27.9K	–	Closed
1899	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$0	-$38.6K	–	Closed
1900	NIP Nicholas Investment Partners Rancho Santa Fe, California	$0	-$5.47M	–	Closed