← 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
1751	Simplicity Solutions Minneapolis, Minnesota	$0	-$382K	0	–	Closed
1752	SP Solel Partners Boston, Massachusetts	$0	-$42.4M	0	–	Closed
1753	SteelPeak Wealth Woodland Hills, California	$0	-$319K	0	–	Closed
1754	SFP Sterling Financial Planning Sparta, New Jersey	$0	-$49K	0	–	Closed
1755	SFG Steward Financial Group Colleyville, Texas	$0	+$98	1	0%	New
1756	Stock Yards Bank & Trust Louisville, Kentucky	$0	-$266K	0	–	Closed
1757	Stratos Wealth Partners Beachwood, Ohio	$0	-$192K	0	–	Closed
1758	Sumitomo Life Insurance Tokyo, Japan	$0	-$547K	0	–	Closed
1759	SAI Systematic Alpha Investments Princeton, New Jersey	$0	-$1.2M	0	–	Closed
1760	TC Toews Corporation Northfield, New Jersey	$0	-$413K	0	–	Closed
1761	TVWM Tower View Wealth Management Shorewood, Wisconsin	$0	-$17K	0	–	Closed
1762	UONDDL University of Notre Dame du Lac South Bend, Indiana	$0	-$1M	0	–	Closed
1763	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$0	-$24K	0	–	Closed
1764	Vestmark Advisory Solutions Wakefield, Massachusetts	$0	-$659K	0	–	Closed
1765	WCM Wallace Capital Management Dallas, Texas	$0	-$2.28M	0	–	Closed
1766	WC Weil Company San Diego, California	$0	-$219K	0	–	Closed
1767	WPA West Paces Advisors Atlanta, Georgia	$0	-$8.8K	0	–	Closed
1768	YMRC Yorktown Management & Research Company Forest, Virginia	$0	-$474K	0	–	Closed