← 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
1801	JF Joule Financial Lexington, Kentucky	$0	-$275K	0	–	Closed
1802	KP Keel Point Huntsville, Alabama	$0	-$208K	0	–	Closed
1803	KA Kovack Advisors Ft. Lauderdale, Florida	$0	-$339K	0	–	Closed
1804	LJHT Laurie J. Hall Trustee	$0	$0	1	0%	Maintained
1805	Laurion Capital Management New York	$0	-$1.72M	0	–	Closed
1806	LCGC Legacy Capital Group California Los Gatos, California	$0	-$495K	0	–	Closed
1807	LI LVZ Inc Holland, Michigan	$0	-$250K	0	–	Closed
1808	MSR Main Street Research Lakeville, Connecticut	$0	-$262K	0	–	Closed
1809	MCM Makena Capital Management Menlo Park, California	$0	-$8.28M	0	–	Closed
1810	MAM Marquette Asset Management Minneapolis, Minnesota	$0	-$137K	0	–	Closed
1811	MA MBA Advisors Hermitage, Pennsylvania	$0	-$232K	0	–	Closed
1812	MGAM McGowan Group Asset Management Dallas, Texas	$0	-$9.88M	0	–	Closed
1813	MIG McGuire Investment Group Wakefield, Rhode Island	$0	-$211K	0	–	Closed
1814	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$0	-$592K	0	–	Closed
1815	MAM MMA Asset Management Conshohocken, Pennsylvania	$0	-$270K	0	–	Closed
1816	Moneta Group Investment Advisors St Louis, Missouri	$0	-$230K	0	–	Closed
1817	MFS Monetta Financial Services Wheaton, Illinois	$0	-$805K	0	–	Closed
1818	MFWM Motley Fool Wealth Management Alexandria, Virginia	$0	-$313K	0	–	Closed
1819	MAG MRA Advisory Group Parsippany, New Jersey	$0	-$228K	0	–	Closed
1820	MA Mutual Advisors Omaha, Nebraska	$0	-$1.15M	0	–	Closed
1821	NWM NEIRG Wealth Management North Andover, Massachusetts	$0	-$63.2K	0	–	Closed
1822	NC NewSquare Capital Newtown Square, Pennsylvania	$0	-$432	0	–	Closed
1823	NA Nordwand Advisors Radnor, Pennsylvania	$0	-$3.65K	0	–	Closed
1824	ODG O'Dell Group Cincinnati, Ohio	$0	-$117K	0	–	Closed
1825	OAJ Ogorek Anthony Joseph Williamsville, New York	$0	$0	1	0%	Maintained