← 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	LCS Levin Capital Strategies New York	$0	-$203K	0	–	Closed
1827	LGT Fund Management Vaduz, Liechtenstein	$0	-$273K	0	–	Closed
1828	LC Littlejohn & Co Greenwich, Connecticut	$0	-$43.9K	0	–	Closed
1829	Maven Securities St Helier, Jersey	$0	-$767K	0	–	Closed
1830	MWC MBM Wealth Consultants Chesterfield, Missouri	$0	-$45K	0	–	Closed
1831	MFG Mendota Financial Group Madison, Wisconsin	$0	-$159K	0	–	Closed
1832	MHS M Holdings Securities Portland, Oregon	$0	-$735K	0	–	Closed
1833	MIA Milestone Investment Advisors Middleton, Wisconsin	$0	-$2.24K	0	–	Closed
1834	MA MKT Advisors Escondido, California	$0	-$222K	0	–	Closed
1835	Moore Capital Management New York	$0	-$2.64M	0	–	Closed
1836	MC Moors & Cabot Boston, Massachusetts	$0	-$245K	0	–	Closed
1837	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$0	-$111K	0	–	Closed
1838	MA Mudita Advisors London, United Kingdom	$0	-$1.23M	0	–	Closed
1839	Nantahala Capital Management New Canaan, Connecticut	$0	-$48.5M	0	–	Closed
1840	NHT New Hampshire Trust Concord, New Hampshire	$0	-$87.4K	0	–	Closed
1841	NAM Nexpoint Asset Management Dallas, Texas	$0	-$35.8M	0	–	Closed
1842	OAJ Ogorek Anthony Joseph Williamsville, New York	$0	$0	1	0%	Maintained
1843	ONST Old North State Trust Greensboro, North Carolina	$0	-$36K	0	–	Closed
1844	OA Operose Advisors Milwaukee, Wisconsin	$0	-$13.7K	0	–	Closed
1845	Optiver Holding Amsterdam, Netherlands	$0	-$3.13M	0	–	Closed
1846	PAG Paladin Advisory Group Clive, Iowa	$0	-$2.87K	0	–	Closed
1847	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$0	-$228K	0	–	Closed
1848	Pallas Capital Advisors Braintree, Massachusetts	$0	-$271K	0	–	Closed
1849	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$0	-$8.98K	0	–	Closed
1850	PFG Piershale Financial Group Barrington, Illinois	$0	-$3.73K	0	–	Closed