← 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
1951	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$0	-$30.5K	–	Closed
1952	VAS Valicenti Advisory Services Elmira, New York	$0	-$1.18M	–	Closed
1953	VCG Vantage Consulting Group Virginia Beach, Virginia	$0	-$332K	–	Closed
1954	VCA Verdence Capital Advisors Hunt Valley, Maryland	$0	-$1.24M	–	Closed
1955	VCM VeriStar Capital Management New York	$0	-$21.2M	–	Closed
1956	Vestal Point Capital New York	$0	-$8.03M	–	Closed
1957	Vestmark Advisory Solutions Wakefield, Massachusetts	$0	-$731K	–	Closed
1958	WLC Walnut Level Capital Denver, Colorado	$0	-$2.91M	–	Closed
1959	WC Waterloo Capital Austin, Texas	$0	-$298K	–	Closed
1960	WR WD Rutherford Portland, Oregon	$0	-$21.9K	–	Closed
1961	WFO Wealthgate Family Office Boulder, Colorado	$0	-$1.22M	–	Closed
1962	WP WealthPLAN Partners Omaha, Nebraska	$0	-$597K	–	Closed
1963	Wealthspire Advisors (New York) New York	$0	-$61.4K	–	Closed
1964	Western Wealth Management Golden, Colorado	$0	-$236K	–	Closed
1965	WIA Wetzel Investment Advisors Indianapolis, Indiana	$0	-$2.2K	–	Closed
1966	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$0	-$2.74M	–	Closed
1967	WLG Williamson Legacy Group Carmel, Indiana	$0	-$1.98M	–	Closed
1968	WAG Wiser Advisor Group Phoenix, Arizona	$0	-$4.55K	–	Closed
1969	WI WrapManager Inc Mill Valley, California	$0	-$430K	–	Closed
1970	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$0	-$593	–	Closed