← 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
1176	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$0	-$607K	0	–	Closed
1177	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$488K	0	–	Closed
1178	HCM Hitchwood Capital Management New York	$0	-$80.6M	0	–	Closed
1179	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$0	-$597K	0	–	Closed
1180	HI Hudock Inc Williamsport, Pennsylvania	$0	-$3K	0	–	Closed
1181	Hudson Bay Capital Management Stamford, Connecticut	$0	-$3.27M	0	–	Closed
1182	IFS Ifrah Financial Services Little Rock, Arkansas	$0	-$281K	0	–	Closed
1183	IAS INR Advisory Services Media, Pennsylvania	$0	-$3K	0	–	Closed
1184	Intact Investment Management Montreal, Quebec, Canada	$0	-$329K	0	–	Closed
1185	IECM Intrinsic Edge Capital Management Chicago, Illinois	$0	-$369K	0	–	Closed
1186	IHL Investment House LLC Redondo Beach, California	$0	-$1.82M	0	–	Closed
1187	IR Invictus RG Hamilton, Bermuda	$0	-$429K	0	–	Closed
1188	IIM Ivory Investment Management New York	$0	-$41M	0	–	Closed
1189	KCP Kenmare Capital Partners New York	$0	-$1.68M	0	–	Closed
1190	Krilogy Financial St. Louis, Missouri	$0	-$185K	0	–	Closed
1191	LWA Lenox Wealth Advisors New York	$0	-$40K	0	–	Closed
1192	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1193	Lido Advisors Los Angeles, California	$0	-$291K	0	–	Closed
1194	Lincoln National Corp Radnor, Pennsylvania	$0	-$202K	0	–	Closed
1195	LMR Partners London, United Kingdom	$0	-$2.31M	0	–	Closed
1196	MCM Matarin Capital Management New York	$0	-$412K	0	–	Closed
1197	MCM McRae Capital Management Morristown, New Jersey	$0	-$201K	0	–	Closed
1198	Moneta Group Investment Advisors St Louis, Missouri	$0	-$2.51M	0	–	Closed
1199	MBT Monroe Bank & Trust Monroe, Michigan	$0	-$184K	0	–	Closed
1200	Montag & Associates Atlanta, Georgia	$0	-$313K	0	–	Closed