← 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
1401	GFPC Global Financial Private Capital Sarasota, Florida	$0	-$258K	–	Closed
1402	Great Valley Advisor Group Wilmington, Delaware	$0	-$287K	–	Closed
1403	GCM Grisanti Capital Management New York	$0	-$7.63M	–	Closed
1404	GIM Guardian Investment Management Tiburon, California	$0	-$1.08M	–	Closed
1405	GLI Guardian Life Insurance New York	$0	-$170K	–	Closed
1406	HCM Harspring Capital Management New York	$0	-$2.63M	–	Closed
1407	HBK Investments Dallas, Texas	$0	-$12.6M	–	Closed
1408	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$0	-$982K	–	Closed
1409	HPCM High Pointe Capital Management Chicago, Illinois	$0	-$1.03M	–	Closed
1410	Homrich & Berg Atlanta, Georgia	$0	-$396K	–	Closed
1411	HWM Howard Wealth Management Madison, Connecticut	$0	-$49K	–	Closed
1412	IWP IAG Wealth Partners Waukesha, Wisconsin	$0	-$11K	–	Closed
1413	IA Icon Advisers Greenwood Village, Colorado	$0	-$773K	–	Closed
1414	IFS Ifrah Financial Services Little Rock, Arkansas	$0	-$238K	–	Closed
1415	IWA Intercontinental Wealth Advisors San Antonio, Texas	$0	-$10K	–	Closed
1416	IP Interval Partners New York	$0	-$14.3M	–	Closed
1417	IECM Intrinsic Edge Capital Management Chicago, Illinois	$0	-$12.7M	–	Closed
1418	IR Invictus RG Hamilton, Bermuda	$0	-$758K	–	Closed
1419	ICM Ionic Capital Management New York	$0	-$110K	–	Closed
1420	IAM Iridian Asset Management Westport, Connecticut	$0	-$78.6M	–	Closed
1421	IIM Ironwood Investment Management Boston, Massachusetts	$0	-$219K	–	Closed
1422	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$0	-$671K	–	Closed
1423	JFA Johanson Financial Advisors Campbell, California	$0	-$25.4K	–	Closed
1424	KWM Keebeck Wealth Management Chicago, Illinois	$0	-$5K	–	Closed
1425	KRC Kehrs Ridge Capital Holmdel, New Jersey	$0	-$3.49M	–	Closed