← 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
1926	HA Heartland Advisors Milwaukee, Wisconsin	$0	-$8.97M	–	Closed
1927	HCA Heck Capital Advisors Rhinelander, Wisconsin	$0	-$2.67K	–	Closed
1928	HA Herold Advisors New York	$0	-$279K	–	Closed
1929	Howard Capital Management Roswell, Georgia	$0	-$206K	–	Closed
1930	HR Howe & Rusling Rochester, New York	$0	-$6.01M	–	Closed
1931	IAN Integrated Advisors Network Dallas, Texas	$0	-$204K	–	Closed
1932	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$0	-$1.38M	–	Closed
1933	ICM Invenomic Capital Management Boston, Massachusetts	$0	-$6.27M	–	Closed
1934	IF IRON Financial Northbrook, Illinois	$0	-$692K	–	Closed
1935	IIC Ironwood Investment Counsel Scottsdale, Arizona	$0	-$224K	–	Closed
1936	IFU iSAM Funds (UK) London, United Kingdom	$0	-$498K	–	Closed
1937	JFG JDM Financial Group Austin, Texas	$0	-$457	–	Closed
1938	KPF K2 Principal Fund Toronto, Ontario, Canada	$0	-$401K	–	Closed
1939	KAS KPP Advisory Services Louisville, Kentucky	$0	-$245K	–	Closed
1940	LJHT Laurie J. Hall Trustee	$0	-$37K	–	Closed
1941	LDB Lee, Danner & Bass Nashville, Tennessee	$0	-$6.88K	–	Closed
1942	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$0	-$145	–	Closed
1943	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$0	-$10.8M	–	Closed
1944	LFA LGT Financial Advisors Dallas, Texas	$0	-$29.1K	–	Closed
1945	LI LifeWealth Investments Winter Garden, Florida	$0	-$252K	–	Closed
1946	Lighthouse Investment Partners Palm Beach Gardens, Florida	$0	-$14.8M	–	Closed
1947	Liontrust Investment Partners London, United Kingdom	$0	-$385K	–	Closed
1948	MSR Main Street Research Lakeville, Connecticut	$0	-$276K	–	Closed
1949	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$0	-$796K	–	Closed
1950	MFA McClarren Financial Advisors State College, Pennsylvania	$0	-$2K	–	Closed