← 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
1851	HT Headlands Technologies Chicago, Illinois	$0	-$2.28M	–	Closed
1852	Hillsdale Investment Management Toronto, Ontario, Canada	$0	-$1.37M	–	Closed
1853	HCM Hodges Capital Management Dallas, Texas	$0	-$3.26M	–	Closed
1854	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$0	-$3.81K	–	Closed
1855	HUB Investment Partners Austin, Texas	$0	-$236K	–	Closed
1856	IWP IAG Wealth Partners Waukesha, Wisconsin	$0	-$3.19K	–	Closed
1857	ICM Indaba Capital Management San Francisco, California	$0	-$2.15M	–	Closed
1858	IAS Insigneo Advisory Services Miami, Florida	$0	-$258K	–	Closed
1859	Intact Investment Management Montreal, Quebec, Canada	$0	-$75.7K	–	Closed
1860	IMC Investment Management Corporation Roanoke, Virginia	$0	-$68	–	Closed
1861	ISFAN Investor's Fiduciary Advisor Network Snoqualmie, Washington	$0	-$431K	–	Closed
1862	ICM Ionic Capital Management New York	$0	-$57.9K	–	Closed
1863	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$0	-$1.25M	–	Closed
1864	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$0	-$2.13K	–	Closed
1865	JGC J. Goldman & Co New York	$0	-$50.5M	–	Closed
1866	Junto Capital Management New York	$0	-$112M	–	Closed
1867	Jupiter Asset Management London, United Kingdom	$0	-$54.1M	–	Closed
1868	KI Kapitalo Investimentos Sao Paulo, Brazil	$0	-$51.2K	–	Closed
1869	KIG Kessler Investment Group Columbus, Indiana	$0	-$285K	–	Closed
1870	Kestra Investment Management Austin, Texas	$0	-$8.58K	–	Closed
1871	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$0	-$198K	–	Closed
1872	Laurion Capital Management New York	$0	-$228K	–	Closed
1873	LGA Lebenthal Global Advisors Hauppauge, New York	$0	-$291K	–	Closed
1874	LAM LECAP Asset Management London, United Kingdom	$0	-$1.87M	–	Closed
1875	LCGC Legacy Capital Group California Los Gatos, California	$0	-$214K	–	Closed