← 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
1826	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$0	-$1.08M	0	–	Closed
1827	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$0	+$445	2	0%	Increased
1828	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$0	-$213K	0	–	Closed
1829	IWS Insight Wealth Strategies San Ramon, California	$0	-$215K	0	–	Closed
1830	IECM Intrinsic Edge Capital Management Chicago, Illinois	$0	-$4.26M	0	–	Closed
1831	JE JMAC Enterprises Newtown, Pennsylvania	$0	-$202K	0	–	Closed
1832	JWWM Johnson & White Wealth Management York, Pennsylvania	$0	-$4.16M	0	–	Closed
1833	JF JSF Financial Los Angeles, California	$0	-$579K	0	–	Closed
1834	KPF K2 Principal Fund Toronto, Ontario, Canada	$0	-$3.78M	0	–	Closed
1835	KHCM Kettle Hill Capital Management New York	$0	-$6.92M	0	–	Closed
1836	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$0	-$222K	0	–	Closed
1837	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$0	-$3.8M	0	–	Closed
1838	LWP Laurel Wealth Planning Edina, Minnesota	$0	-$1.9K	0	–	Closed
1839	LJHT Laurie J. Hall Trustee	$0	-$32.9K	1	0%	Reduced
1840	LAI Legal Advantage Investments Los Altos Hills, California	$0	-$708K	0	–	Closed
1841	Lighthouse Investment Partners Palm Beach Gardens, Florida	$0	-$9.99M	0	–	Closed
1842	LCM LRT Capital Management Austin, Texas	$0	-$1.36M	0	–	Closed
1843	MC Middleton & Co Boston, Massachusetts	$0	-$3.84M	0	–	Closed
1844	MAG Millrace Asset Group Berwyn, Pennsylvania	$0	-$1.52M	0	–	Closed
1845	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$0	-$76K	0	–	Closed
1846	MAM Miria Asset Management St. Julians, Malta	$0	-$1.65M	0	–	Closed
1847	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$0	-$17K	0	–	Closed
1848	MPCL My Personal CFO LLC Vancouver, Washington	$0	-$6.96K	0	–	Closed
1849	NFP Narus Financial Partners Salt Lake City, Utah	$0	-$405K	0	–	Closed
1850	NRI NFP Retirement Inc Aliso Viejo, California	$0	-$271K	0	–	Closed