← 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
1126	FHB First Hawaiian Bank Honolulu, Hawaii	$0	-$417K	0	–	Closed
1127	FM Forward Management San Francisco, California	$0	-$196K	0	–	Closed
1128	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$0	-$38K	0	–	Closed
1129	Hancock Whitney Gulfport, Mississippi	$0	-$727K	0	–	Closed
1130	HT HAP Trading New York	$0	-$5.18M	0	–	Closed
1131	HFM Hartford Financial Management Hartford, Connecticut	$0	-$56K	0	–	Closed
1132	HCS Harvest Capital Strategies San Francisco, California	$0	-$3.6M	0	–	Closed
1133	HW Hedeker Wealth Lincolnshire, Illinois	$0	-$28K	0	–	Closed
1134	Hennessy Advisors Inc Novato, California	$0	-$3.22M	0	–	Closed
1135	HCM Highline Capital Management New York	$0	-$73.4M	0	–	Closed
1136	HPBT High Point Bank & Trust High Point, North Carolina	$0	-$7K	0	–	Closed
1137	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$0	-$432K	0	–	Closed
1138	HI Hudock Inc Williamsport, Pennsylvania	$0	-$3K	0	–	Closed
1139	HIM Hutchens Investment Management Concord, New Hampshire	$0	-$1K	0	–	Closed
1140	ICM ICC Capital Management Orlando, Florida	$0	-$4.2M	0	–	Closed
1141	IC IKOS CIF Limassol, Cyprus	$0	-$184K	0	–	Closed
1142	ID Integral Derivatives New York	$0	-$591K	0	–	Closed
1143	IF Ironwood Financial Tucson, Arizona	$0	-$1K	0	–	Closed
1144	IUAM Itau USA Asset Management New York	$0	-$216K	0	–	Closed
1145	JIC Joel Isaacson & Co New York	$0	-$4K	0	–	Closed
1146	JIC JRM Investment Counsel Omaha, Nebraska	$0	-$1.01M	0	–	Closed
1147	Jupiter Investment Management London, United Kingdom	$0	-$2.08M	0	–	Closed
1148	KCM Karp Capital Management Sausalito, California	$0	-$626K	0	–	Closed
1149	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1150	LCM Leonard Capital Management Vero Beach, Florida	$0	-$2.11M	0	–	Closed