← 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
1901	IFS Intelligent Financial Strategies Excelsior, Minnesota	$0	-$29.6K	0	–	Closed
1902	ICM Intrepid Capital Management Jacksonville Beach, Florida	$0	-$11.2K	0	–	Closed
1903	Jensen Investment Management Lake Oswego, Oregon	$0	-$1.73M	0	–	Closed
1904	KPF K2 Principal Fund Toronto, Ontario, Canada	$0	-$221K	0	–	Closed
1905	KAM Knightsbridge Asset Management Newport Beach, California	$0	-$2.18M	0	–	Closed
1906	Koshinski Asset Management Decatur, Illinois	$0	-$174K	0	–	Closed
1907	Krane Funds Advisors New York	$0	-$221K	0	–	Closed
1908	KAM Krensavage Asset Management New York	$0	-$17.5M	0	–	Closed
1909	KC Kryger Capital London, United Kingdom	$0	-$3.33M	0	–	Closed
1910	LG LaFleur & Godfrey Grand Rapids, Michigan	$0	-$2.43M	0	–	Closed
1911	LWM Laidlaw Wealth Management New York City, New York	$0	-$218K	0	–	Closed
1912	LJHT Laurie J. Hall Trustee	$0	$0	1	0%	Maintained
1913	LC Lavaca Capital Houston, Texas	$0	-$430K	0	–	Closed
1914	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$0	-$7.77M	0	–	Closed
1915	Lazard Frères Gestion Paris, France	$0	-$306K	0	–	Closed
1916	Legacy Financial Group (Iowa) Des Moines, Iowa	$0	-$35.1K	0	–	Closed
1917	LAS Lloyd Advisory Services Suwanee, Georgia	$0	-$257K	0	–	Closed
1918	Magnetar Financial Evanston, Illinois	$0	-$36.1M	0	–	Closed
1919	MC Matisse Capital Portland, Oregon	$0	-$221K	0	–	Closed
1920	MCM McKinley Capital Management Anchorage, Alaska	$0	-$1.82M	0	–	Closed
1921	MC McMorgan & Co San Francisco, California	$0	-$3.53M	0	–	Closed
1922	MIIM Mesirow Institutional Investment Management Chicago, Illinois	$0	-$8.12M	0	–	Closed
1923	MC Metavasi Capital Larchmont, New York	$0	-$10.7M	0	–	Closed
1924	MIA Milestone Investment Advisors Middleton, Wisconsin	$0	-$1.41K	0	–	Closed
1925	MIM Monashee Investment Management Boston, Massachusetts	$0	-$2.12M	0	–	Closed