← 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
1351	IP Isthmus Partners Madison, Wisconsin	$0	-$342K	0	–	Closed
1352	KWMG King Wealth Management Group Naples, Florida	$0	-$210K	0	–	Closed
1353	KI Koch Industries Wichita, Kansas	$0	-$1.76M	0	–	Closed
1354	Krilogy Financial St. Louis, Missouri	$0	-$6K	0	–	Closed
1355	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1356	LGWM Litman Gregory Wealth Management Larkspur, California	$0	-$89K	0	–	Closed
1357	LSC Lyon Street Capital Sausalito, California	$0	-$1.75M	0	–	Closed
1358	MA MANA Advisors New York	$0	-$1.03M	0	–	Closed
1359	MAMU Marathon Asset Management (UK) London, United Kingdom	$0	-$11.8M	0	–	Closed
1360	ML McAdam LLC Philadelphia, Pennsylvania	$0	-$1K	0	–	Closed
1361	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$0	-$80K	0	–	Closed
1362	Moneta Group Investment Advisors St Louis, Missouri	$0	-$164K	0	–	Closed
1363	M MOTCO San Antonio, Texas	$0	-$3K	0	–	Closed
1364	NFGCM Norman Fields Gottscho Capital Management New York	$0	-$424K	0	–	Closed
1365	OFG OmniStar Financial Group Wilmington, North Carolina	$0	-$321K	0	–	Closed
1366	PM Parametrica Management Wanchai, Hong Kong	$0	-$356K	0	–	Closed
1367	Pathstone Family Office Englewood, New Jersey	$0	-$2K	0	–	Closed
1368	PJC Pelorus Jack Capital San Francisco, California	$0	-$18.4M	0	–	Closed
1369	Pendal Group Sydney, Australia	$0	-$282K	0	–	Closed
1370	PIP Permian Investment Partners Dallas, Texas	$0	-$44.1M	0	–	Closed
1371	Polar Capital London, United Kingdom	$0	-$16.4M	0	–	Closed
1372	PWAG Polaris Wealth Advisory Group San Rafael, California	$0	-$40K	0	–	Closed
1373	PL Polianta Ltd St Helier, Jersey	$0	-$1.25M	0	–	Closed
1374	PC Pomelo Capital New York	$0	-$1.15M	0	–	Closed
1375	PS Portfolio Solutions Royal Oak, Michigan	$0	-$19K	0	–	Closed