← 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
1526	HWM HighMark Wealth Management St. Paul, Minnesota	$0	-$16K	–	Closed
1527	HC HNP Capital Rochester, New York	$0	-$255K	–	Closed
1528	HCM Hodges Capital Management Dallas, Texas	$0	-$206K	–	Closed
1529	Horizon Investments Charlotte, North Carolina	$0	-$1.85M	–	Closed
1530	ICM Ionic Capital Management New York	$0	-$85.6K	–	Closed
1531	JSC Jackson Square Capital San Francisco, California	$0	-$9K	–	Closed
1532	JWM Jeppson Wealth Management Manhattan Beach, California	$0	-$21K	–	Closed
1533	JWCA J.W. Cole Advisors Tampa, Florida	$0	-$823K	–	Closed
1534	Kingsview Wealth Management Grants Pass, Oregon	$0	-$891K	–	Closed
1535	Koshinski Asset Management Decatur, Illinois	$0	-$416K	–	Closed
1536	Krane Funds Advisors New York	$0	-$531K	–	Closed
1537	Level Four Advisory Services Dallas, Texas	$0	-$218K	–	Closed
1538	Lincoln National Corp Radnor, Pennsylvania	$0	-$3K	–	Closed
1539	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$6.58M	–	Closed
1540	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$0	-$22K	–	Closed
1541	MCM Mitchell Capital Management Leawood, Kansas	$0	-$783K	–	Closed
1542	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$0	-$53K	–	Closed
1543	MRCM M&R Capital Management Summit, New Jersey	$0	-$89K	–	Closed
1544	NNP Nachman Norwood & Parrott Greenville, South Carolina	$0	-$29K	–	Closed
1545	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$0	-$1.09M	–	Closed
1546	NIC Northwest Investment Counselors Lake Oswego, Oregon	$0	-$44K	–	Closed
1547	Obermeyer Wealth Partners Aspen, Colorado	$0	-$226K	–	Closed
1548	Old Mission Capital Chicago, Illinois	$0	-$3.21M	–	Closed
1549	OR Olympiad Research Stamford, Connecticut	$0	-$284K	–	Closed
1550	OFG OTA Financial Group Purchase, New York	$0	-$2.25M	–	Closed