← 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
1801	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$0	-$244K	0	–	Closed
1802	Glenview Capital Management New York	$0	-$22.4M	0	–	Closed
1803	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$0	-$337	0	–	Closed
1804	GFG Greystone Financial Group Bloomfield Hills, Michigan	$0	-$8.37M	0	–	Closed
1805	HCM Hahn Capital Management Walnut Creek, California	$0	-$266K	0	–	Closed
1806	Harris Associates Chicago, Illinois	$0	-$18.3M	0	–	Closed
1807	HM Harvest Management New York	$0	-$298K	0	–	Closed
1808	HLCM Hi-Line Capital Management Watertown, South Dakota	$0	-$661K	0	–	Closed
1809	HB Horizon Bancorp Michigan City, Indiana	$0	-$9K	0	–	Closed
1810	HI Humankind Investments New York	$0	-$782K	0	–	Closed
1811	HHGC Hunting Hill Global Capital New York	$0	-$128K	0	–	Closed
1812	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$0	-$1.88M	0	–	Closed
1813	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$0	-$783K	0	–	Closed
1814	JSP Jackson Square Partners Larkspur, California	$0	-$7.86M	0	–	Closed
1815	JIR James Investment Research Alpha, Ohio	$0	-$55K	0	–	Closed
1816	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$0	-$305K	0	–	Closed
1817	Jupiter Asset Management London, United Kingdom	$0	-$207K	0	–	Closed
1818	JWCA J.W. Cole Advisors Tampa, Florida	$0	-$306K	0	–	Closed
1819	KM Kalos Management Alpharetta, Georgia	$0	-$3.32K	0	–	Closed
1820	KIA KCM Investment Advisors Greenbrae, California	$0	-$212K	0	–	Closed
1821	KIM Kestrel Investment Management San Mateo, California	$0	-$1.32M	0	–	Closed
1822	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$0	-$732	0	–	Closed
1823	Krane Funds Advisors New York	$0	-$279K	0	–	Closed
1824	LJHT Laurie J. Hall Trustee	$0	-$191	1	0%	Reduced
1825	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$0	-$522K	0	–	Closed