← 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
1701	GG Gleason Group Prospect, Kentucky	$0	-$4K	1	0%	Reduced
1702	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$0	-$47K	0	–	Closed
1703	HF Halpern Financial Ashburn, Virginia	$0	-$1.46K	0	–	Closed
1704	HT HAP Trading New York	$0	-$539K	0	–	Closed
1705	Haverford Trust Company Radnor, Pennsylvania	$0	-$2.25M	0	–	Closed
1706	HFS Heritage Financial Services Westwood, Massachusetts	$0	-$83K	0	–	Closed
1707	HP Highlander Partners Dallas, Texas	$0	-$7.58M	0	–	Closed
1708	HT HighTower Trust Houston, Texas	$0	-$682K	0	–	Closed
1709	HI Human Investing Lake Oswego, Oregon	$0	-$610K	0	–	Closed
1710	HSA Hussman Strategic Advisors Ellicott City, Maryland	$0	-$1.28M	0	–	Closed
1711	IFS Ifrah Financial Services Little Rock, Arkansas	$0	-$232K	0	–	Closed
1712	IA IFS Advisors Overland Park, Kansas	$0	$0	1	0%	Maintained
1713	Impax Asset Management Group London, United Kingdom	$0	-$208K	0	–	Closed
1714	IIL Insight Inv LLC El Segundo, California	$0	-$2K	0	–	Closed
1715	ICM Invenomic Capital Management Boston, Massachusetts	$0	-$5M	0	–	Closed
1716	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$0	-$1.92M	0	–	Closed
1717	JP Jana Partners New York	$0	-$34.1M	0	–	Closed
1718	JB Capital Wethersfield, Connecticut	$0	-$2.11M	0	–	Closed
1719	KPF K2 Principal Fund Toronto, Ontario, Canada	$0	-$8.33M	0	–	Closed
1720	KCM Kanawha Capital Management Richmond, Virginia	$0	-$359K	0	–	Closed
1721	KCM Kathmere Capital Management Wayne, Pennsylvania	$0	-$303K	0	–	Closed
1722	KCM Khrom Capital Management Miami Beach, Florida	$0	-$977K	0	–	Closed
1723	Krane Funds Advisors New York	$0	-$464K	0	–	Closed
1724	LI Lafayette Investments Ashton, Maryland	$0	-$616K	0	–	Closed
1725	Laurion Capital Management New York	$0	-$4.4M	0	–	Closed