← 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	% of Portfolio	Status
1901	KOC Koss-Olinger Consulting Gainesville, Florida	$0	-$1.41M	–	Closed
1902	KDA Kraft Davis & Associates St. Louis, Missouri	$0	-$235K	–	Closed
1903	LAM LECAP Asset Management London, United Kingdom	$0	-$556K	–	Closed
1904	LF Lee Financial Dallas, Texas	$0	-$17K	–	Closed
1905	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$0	-$328K	–	Closed
1906	LF LifePlan Financial Mankato, Minnesota	$0	-$224K	–	Closed
1907	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$0	-$1.03M	–	Closed
1908	LAM Lingohr Asset Management Duesseldorf, Germany	$0	-$352K	–	Closed
1909	LFA Livelsberger Financial Advisory Ashland, Ohio	$0	-$416	–	Closed
1910	LIWM Long Island Wealth Management Melville, New York	$0	-$3K	–	Closed
1911	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$0	-$5.82K	–	Closed
1912	LAM Lummis Asset Management Fort Worth, Texas	$0	-$174K	–	Closed
1913	Masters Capital Management Atlanta, Georgia	$0	-$3.98M	–	Closed
1914	MFA McClarren Financial Advisors State College, Pennsylvania	$0	-$3K	–	Closed
1915	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$0	-$115K	–	Closed
1916	Meridian Wealth Management Lexington, Kentucky	$0	-$620K	–	Closed
1917	MHS M Holdings Securities Portland, Oregon	$0	-$254K	–	Closed
1918	MVP Miller Value Partners Sarasota, Florida	$0	-$2.83M	–	Closed
1919	MAG Millrace Asset Group Berwyn, Pennsylvania	$0	-$472K	–	Closed
1920	MGM Miura Global Management New York	$0	-$3.05M	–	Closed
1921	Moore Capital Management New York	$0	-$2.53M	–	Closed
1922	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$0	-$220K	–	Closed
1923	NWMG National Wealth Management Group Cincinnati, Ohio	$0	-$477K	–	Closed
1924	NCFG New Century Financial Group Princeton, New Jersey	$0	-$1.94M	–	Closed
1925	NERM New England Research & Management Chicago, Illinois	$0	-$469K	–	Closed