← 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
1951	HA Heartland Advisors Milwaukee, Wisconsin	$0	-$213K	–	Closed
1952	HCM Heights Capital Management San Francisco, California	$0	-$73.7K	–	Closed
1953	HCM Helios Capital Management Singapore	$0	-$863K	–	Closed
1954	HCM Hengehold Capital Management Cincinnati, Ohio	$0	-$211K	–	Closed
1955	HFO Heritage Family Offices Scottsdale, Arizona	$0	-$114K	–	Closed
1956	HCP Hexagon Capital Partners Rogers, Arkansas	$0	-$219K	–	Closed
1957	HighPoint Advisor Group Downers Grove, Illinois	$0	-$503K	–	Closed
1958	HH Hilltop Holdings Dallas, Texas	$0	-$1.15M	–	Closed
1959	HCM Hodges Capital Management Dallas, Texas	$0	-$1.78M	–	Closed
1960	HMCP Hook Mill Capital Partners New York	$0	-$15.5M	–	Closed
1961	HC Hourglass Capital Houston, Texas	$0	-$2.5M	–	Closed
1962	Howard Capital Management Roswell, Georgia	$0	-$1.15M	–	Closed
1963	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$0	-$11.4K	–	Closed
1964	IIM IFC & Insurance Marketing Auburn, California	$0	-$5K	–	Closed
1965	IWM IMG Wealth Management Jacksonville, Florida	$0	-$4.34K	–	Closed
1966	IPW Impact Partnership Wealth Marietta, Georgia	$0	-$1.23M	–	Closed
1967	IWM Inlight Wealth Management Atlanta, Georgia	$0	-$5.54K	–	Closed
1968	Intact Investment Management Montreal, Quebec, Canada	$0	-$79.5K	–	Closed
1969	IQI Integrated Quantitative Investments Bellevue, Washington	$0	-$463K	–	Closed
1970	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$0	-$205K	–	Closed
1971	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$0	-$224K	–	Closed
1972	IFM ION Fund Management Herzliya,	$0	-$25.6M	–	Closed
1973	ILCM Ivy Lane Capital Management Winter Park, Florida	$0	-$1.13M	–	Closed
1974	JAM JCIC Asset Management Toronto, Ontario, Canada	$0	-$383	–	Closed
1975	JWM Jessup Wealth Management Dayton, Ohio	$0	-$15.2K	–	Closed