← 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
1976	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$0	-$3.17M	–	Closed
1977	JWCA J.W. Cole Advisors Tampa, Florida	$0	-$1.03M	–	Closed
1978	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	-$262K	–	Closed
1979	KA Kearns & Associates Palos Verdes Estates, California	$0	-$733K	–	Closed
1980	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$0	-$193K	–	Closed
1981	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$0	-$508K	–	Closed
1982	LGM L1 Global Manager Melbourne,	$0	-$73.7K	–	Closed
1983	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$0	-$2.36K	–	Closed
1984	LJHT Laurie J. Hall Trustee	$0	-$177K	–	Closed
1985	LB Legacy Bridge West Des Moines, Iowa	$0	-$12.2K	–	Closed
1986	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$0	-$440K	–	Closed
1987	LIA Limestone Investment Advisors New York	$0	-$168	–	Closed
1988	Liontrust Investment Partners London, United Kingdom	$0	-$6.98M	–	Closed
1989	LMR Partners London, United Kingdom	$0	-$3.81M	–	Closed
1990	LCM Logan Capital Management Newtown Square, Pennsylvania	$0	-$868K	–	Closed
1991	Loomis, Sayles & Company Boston, Massachusetts	$0	-$5.59M	–	Closed
1992	LTM Lotus Technology Management Orlando, Florida	$0	-$5.39M	–	Closed
1993	LBC Lowe Brockenbrough & Co Richmond, Virginia	$0	-$444K	–	Closed
1994	LCM LRT Capital Management Austin, Texas	$0	-$650K	–	Closed
1995	LIA Luken Investment Analytics Brentwood, Tennessee	$0	-$241	–	Closed
1996	LCM Lunt Capital Management Holladay, Utah	$0	-$205K	–	Closed
1997	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$0	-$347K	–	Closed
1998	MC Machina Capital Paris, France	$0	-$517K	–	Closed
1999	MG Magnolia Group Omaha, Nebraska	$0	-$8.9M	–	Closed
2000	MW Maia Wealth Denver, Colorado	$0	-$364K	–	Closed