← 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	First Pacific Advisors El Segundo, California	$0	-$2.34M	–	Closed
1527	FFG Fortem Financial Group Palm Desert, California	$0	-$29K	–	Closed
1528	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$0	-$12K	–	Closed
1529	GH GAM Holding Zurich, Switzerland	$0	-$254K	–	Closed
1530	GG Golden Green Seneca, South Carolina	$0	-$237K	–	Closed
1531	GF Greenhouse Funds Baltimore, Maryland	$0	-$32.1M	–	Closed
1532	HMS Hanseatic Management Services Albuquerque, New Mexico	$0	-$64K	–	Closed
1533	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$0	-$2K	–	Closed
1534	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$0	-$207K	–	Closed
1535	HBK Investments Dallas, Texas	$0	-$927K	–	Closed
1536	HC Henshaw Capital Woburn, Massachusetts	$0	-$504K	–	Closed
1537	Homrich & Berg Atlanta, Georgia	$0	-$204K	–	Closed
1538	IA Icon Advisers Greenwood Village, Colorado	$0	-$1.16M	–	Closed
1539	IHT Wealth Management Chicago, Illinois	$0	-$248K	–	Closed
1540	IMC Chicago Chicago, Illinois	$0	-$883K	–	Closed
1541	ICM IMS Capital Management Portland, Oregon	$0	-$276K	–	Closed
1542	IA Inspire Advisors Meridian, Idaho	$0	-$386K	–	Closed
1543	ICM Intrepid Capital Management Jacksonville Beach, Florida	$0	-$818K	–	Closed
1544	ITP Iron Triangle Partners Cos Cob, Connecticut	$0	-$28.7M	–	Closed
1545	IIC Ironwood Investment Counsel Scottsdale, Arizona	$0	-$423K	–	Closed
1546	IP Isthmus Partners Madison, Wisconsin	$0	-$7.49M	–	Closed
1547	JWM JFG Wealth Management Denver, Colorado	$0	-$243K	–	Closed
1548	JCM JS Capital Management New York	$0	-$1.04M	–	Closed
1549	KRC Kehrs Ridge Capital Holmdel, New Jersey	$0	-$3.66M	–	Closed
1550	KC Kinloch Capital Glen Allen, Virginia	$0	-$93K	–	Closed