← 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	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$0	-$229K	0	–	Closed
1752	I INVST Indianapolis, Indiana	$0	-$253K	0	–	Closed
1753	ICM Islay Capital Management Lubbock, Texas	$0	-$350K	0	–	Closed
1754	JPC Jabodon PT Co Reno, Nevada	$0	-$7.32M	0	–	Closed
1755	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$0	-$3K	0	–	Closed
1756	KC Kepos Capital New York	$0	-$1.32M	0	–	Closed
1757	KSCM King Street Capital Management New York	$0	-$546K	0	–	Closed
1758	KWM Kolinsky Wealth Management Ramsey, New Jersey	$0	-$232K	0	–	Closed
1759	LSPW Lake Street Private Wealth Chicago, Illinois	$0	-$261K	0	–	Closed
1760	LB Legacy Bridge West Des Moines, Iowa	$0	-$1.89K	1	0%	Reduced
1761	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$0	-$1.52M	0	–	Closed
1762	LGP Leonard Green & Partners Los Angeles, California	$0	-$3M	0	–	Closed
1763	LAS Lloyd Advisory Services Suwanee, Georgia	$0	-$90K	0	–	Closed
1764	LK Lumbard & Kellner Hollis, New Hampshire	$0	-$347K	0	–	Closed
1765	MSL Mackay Shields LLC New York	$0	-$9.63M	0	–	Closed
1766	MAM McCarthy Asset Management Redwood Shores, California	$0	-$36K	0	–	Closed
1767	MFA McClarren Financial Advisors State College, Pennsylvania	$0	-$4K	0	–	Closed
1768	MIG McGuire Investment Group Wakefield, Rhode Island	$0	-$257K	0	–	Closed
1769	MW Milestone Wealth Buffalo, New York	$0	-$51K	0	–	Closed
1770	MVP Miller Value Partners Sarasota, Florida	$0	-$104M	0	–	Closed
1771	MCP Mirador Capital Partners Pleasanton, California	$0	-$2.38M	0	–	Closed
1772	MBT Montecito Bank & Trust Santa Barbara, California	$0	-$625K	0	–	Closed
1773	M MOTCO San Antonio, Texas	$0	+$144	1	0%	New
1774	MA Mutual Advisors Omaha, Nebraska	$0	-$205K	0	–	Closed
1775	OTL Oak Thistle LLC New York	$0	-$1.8M	0	–	Closed