← 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
1901	LM Luminus Management Houston, Texas	$0	-$347K	–	Closed
1902	MIP Marietta Investment Partners Milwaukee, Wisconsin	$0	-$5.26M	–	Closed
1903	MAV Mason & Associates (Virginia) Newport News, Virginia	$0	-$1.26M	–	Closed
1904	Meitav Investment House Bene-Beraq, Israel	$0	-$507K	–	Closed
1905	Mesirow Financial Investment Management Chicago, Illinois	$0	-$407K	–	Closed
1906	MLICM Metropolitan Life Insurance Company (MetLife) New York	$0	-$3.52M	–	Closed
1907	MA Mezzasalma Advisors Tinton Falls, New Jersey	$0	-$1.38M	–	Closed
1908	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$0	-$11.4K	–	Closed
1909	MWA Monograph Wealth Advisors Manhattan Beach, California	$0	-$513K	–	Closed
1910	MC Moors & Cabot Boston, Massachusetts	$0	-$488K	–	Closed
1911	MA Mutual Advisors Omaha, Nebraska	$0	-$439K	–	Closed
1912	NA Navellier & Associates Reno, Nevada	$0	-$267K	–	Closed
1913	NCTC New Covenant Trust Company Jeffersonville, Indiana	$0	-$33K	–	Closed
1914	NCGI Next Century Growth Investors Plymouth, Minnesota	$0	-$6.97M	–	Closed
1915	Nishkama Capital LLC Dorado, Puerto Rico	$0	-$2.18M	–	Closed
1916	Northeast Financial Consultants Westport, Connecticut	$0	-$279K	–	Closed
1917	NIC Northwest Investment Counselors Lake Oswego, Oregon	$0	-$84.6K	–	Closed
1918	NHAS Novo Holdings A/S Hellerup, Denmark	$0	-$14.1M	–	Closed
1919	OAJ Ogorek Anthony Joseph Williamsville, New York	$0	$0	–	Closed
1920	OIS Okabena Investment Services Minneapolis, Minnesota	$0	-$1.36M	–	Closed
1921	OP Oldfield Partners London, United Kingdom	$0	-$440K	–	Closed
1922	OLA Oliver Luxxe Assets Gladstone, New Jersey	$0	-$1.93M	–	Closed
1923	ORG Optimist Retirement Group Bellevue, Washington	$0	-$678K	–	Closed
1924	OCM Osterweis Capital Management San Francisco, California	$0	-$7.24M	–	Closed
1925	PP Pacifica Partners Surrey, Canada	$0	-$7.72K	–	Closed