← 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	IECM Intrinsic Edge Capital Management Chicago, Illinois	$0	-$1.29M	–	Closed
1902	IWA Invera Wealth Advisors Bend, Oregon	$0	-$211K	–	Closed
1903	IGGA Iron Gate Global Advisors Nsl, Utah	$0	-$9.02K	–	Closed
1904	JCM Jag Capital Management St Louis, Missouri	$0	-$259K	–	Closed
1905	JWS Juncture Wealth Strategies Scottsdale, Arizona	$0	-$410K	–	Closed
1906	KC Katamaran Capital London, United Kingdom	$0	-$3.45M	–	Closed
1907	KCM Kendall Capital Management Rockville, Maryland	$0	-$210K	–	Closed
1908	KLP Kent Lake PR Anasco, Puerto Rico	$0	-$3.91M	–	Closed
1909	KA Kerrisdale Advisers Miami, Florida	$0	-$468K	–	Closed
1910	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$0	-$2.9K	–	Closed
1911	LB Legacy Bridge West Des Moines, Iowa	$0	-$53.5K	–	Closed
1912	LHC Little House Capital Braintree, Massachusetts	$0	-$739K	–	Closed
1913	LJAC L.J. Altfest & Co New York	$0	-$10.5K	–	Closed
1914	LMR Partners London, United Kingdom	$0	-$11.6M	–	Closed
1915	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$1.1M	–	Closed
1916	Lord, Abbett & Co Jersey City, New Jersey	$0	-$27M	–	Closed
1917	MP Mangrove Partners Greenwich, Connecticut	$0	-$238K	–	Closed
1918	MWM Mattern Wealth Management Lawrence, Kansas	$0	-$243K	–	Closed
1919	MFS Mattson Financial Services Kentwood, Michigan	$0	-$1.29K	–	Closed
1920	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$0	-$493K	–	Closed
1921	M MOTCO San Antonio, Texas	$0	-$41K	–	Closed
1922	NAM NewGen Asset Management Toronto, Ontario, Canada	$0	-$144K	–	Closed
1923	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$0	-$8.92M	–	Closed
1924	Ninety One (UK) London, United Kingdom	$0	-$29.2M	–	Closed
1925	Nippon Life Global Investors Americas New York	$0	-$3.72M	–	Closed