← 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	MFG Menard Financial Group Houston, Texas	$0	-$102K	–	Closed
1952	MFG Mendota Financial Group Madison, Wisconsin	$0	-$182	–	Closed
1953	Mondrian Investment Partners London, United Kingdom	$0	-$1,000K	–	Closed
1954	MCM Mork Capital Management Healdsburg, California	$0	-$1.07M	–	Closed
1955	MIM Morningstar Investment Management Chicago, Illinois	$0	-$228K	–	Closed
1956	NICM Neo Ivy Capital Management New York	$0	-$1.93M	–	Closed
1957	NCFG New Century Financial Group Princeton, New Jersey	$0	-$265K	–	Closed
1958	Nikko Asset Management Americas New York	$0	-$453K	–	Closed
1959	NMC Nine Masts Capital Central, Hong Kong	$0	-$751K	–	Closed
1960	Nishkama Capital LLC Dorado, Puerto Rico	$0	-$4.57M	–	Closed
1961	NL NKCFO LLC Geneva, Illinois	$0	-$301K	–	Closed
1962	NFG Northeast Financial Group Tannersville, Pennsylvania	$0	-$17.4K	–	Closed
1963	NWM Nova Wealth Management Bonita Springs, Florida	$0	-$103	–	Closed
1964	OFA Oak Family Advisors Chicago, Illinois	$0	-$248K	–	Closed
1965	OTL Oak Thistle LLC New York	$0	-$1.03M	–	Closed
1966	OC Oarsman Capital Milwaukee, Wisconsin	$0	-$9.15K	–	Closed
1967	Obermeyer Wealth Partners Aspen, Colorado	$0	-$1.7M	–	Closed
1968	OWA One Wealth Advisors San Francisco, California	$0	-$284K	–	Closed
1969	OA Operose Advisors Milwaukee, Wisconsin	$0	-$5.13K	–	Closed
1970	OF Optimize Financial Laguna Hills, California	$0	-$592K	–	Closed
1971	PCWA Pacific Capital Wealth Advisors Corona, California	$0	-$633	–	Closed
1972	PCM Palouse Capital Management Spokane, Washington	$0	-$68.3K	–	Closed
1973	PIA Panoramic Investment Advisors Denver, Colorado	$0	-$220K	–	Closed
1974	PSFG Park Square Financial Group Roswell, Georgia	$0	-$3.46K	–	Closed
1975	PWS Peloton Wealth Strategists Indianapolis, Indiana	$0	-$509K	–	Closed