← 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
1451
HR
Hayden Royal
North Carolina
$0 -$204K 0 – Closed
1452
HWA
HHM Wealth Advisors
Tennessee
$0 -$5K 0 – Closed
1453
HP
Hikari Power
Japan
$0 -$179K 0 – Closed
1454
HC
HNP Capital
New York
$0 -$260K 0 – Closed
1455
HCM
Hollencrest Capital Management
California
$0 -$250K 0 – Closed
1456
HMP
HS Management Partners
New York
$0 -$59.3M 0 – Closed
1457
JGC
J. Goldman & Co
New York
$0 -$17M 0 – Closed
1458
KPF
K2 Principal Fund
Ontario, Canada
$0 -$8.28M 0 – Closed
1459
KFI
Key Financial Inc
Pennsylvania
$0 -$119K 0 – Closed
1460
LCM
Lakewood Capital Management
New York
$0 -$2M 0 – Closed
1461
LS
Leelyn Smith
Illinois
$0 -$33K 0 – Closed
1462
LSA
Lion Street Advisors
Texas
$0 -$11K 0 – Closed
1463
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$0 -$1.3M 0 – Closed
1464
LSA
L & S Advisors
California
$0 -$91K 0 – Closed
1465
Maven Securities
Maven Securities
Jersey
$0 -$1.22M 0 – Closed
1466
MWM
MBE Wealth Management
Wisconsin
$0 -$5K 0 – Closed
1467
MCM
McMillion Capital Management
North Carolina
$0 -$12K 0 – Closed
1468
MPAM
Monarch Partners Asset Management
Massachusetts
$0 -$342K 0 – Closed
1469
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$0 -$23K 0 – Closed
1470
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$0 -$4.59M 0 – Closed
1471
MCM
MV Capital Management
Maryland
$0 -$4K 0 – Closed
1472
NERM
New England Research & Management
Illinois
$0 -$559K 0 – Closed
1473
NR
Newfound Research
Massachusetts
$0 $0 0 – Closed
1474
NL
NKCFO LLC
Illinois
$0 -$463K 0 – Closed
1475
NFG
Norris Financial Group
South Carolina
$0 -$583K 0 – Closed
57 58
59
60 61