← 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
2001	IR IAT Reinsurance New York	$0	-$56.4K	0	–	Closed
2002	IAN Integrated Advisors Network Dallas, Texas	$0	-$304K	0	–	Closed
2003	IP Interval Partners New York	$0	-$12.8M	0	–	Closed
2004	IECM Intrinsic Edge Capital Management Chicago, Illinois	$0	-$1.69M	0	–	Closed
2005	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$0	-$39.9K	0	–	Closed
2006	KP Keel Point Huntsville, Alabama	$0	-$102K	0	–	Closed
2007	KFSN Keystone Financial Services (Nebraska) Omaha, Nebraska	$0	-$362K	0	–	Closed
2008	KWM KFG Wealth Management Granger, Indiana	$0	-$562K	0	–	Closed
2009	KWM Kiker Wealth Management Jasper, Georgia	$0	-$188K	0	–	Closed
2010	Klingman & Associates New York	$0	-$230K	0	–	Closed
2011	KFO Kopp Family Office Bloomington, Minnesota	$0	-$3.01M	0	–	Closed
2012	Kovitz Investment Group Partners Chicago, Illinois	$0	-$2.5M	0	–	Closed
2013	KW KWB Wealth Redlands, California	$0	-$265K	0	–	Closed
2014	LAM L2 Asset Management Wayland, Massachusetts	$0	-$3.77M	0	–	Closed
2015	LSIA LaSalle St. Investment Advisors Elmhurst, Illinois	$0	-$345K	0	–	Closed
2016	LGT Fund Management Vaduz, Liechtenstein	$0	-$246K	0	–	Closed
2017	LI LHM Inc Sandy, Utah	$0	-$2.38M	0	–	Closed
2018	MSG Main Street Group Glen Allen, Virginia	$0	-$10.4K	0	–	Closed
2019	MWM Mascoma Wealth Management Hanover, New Hampshire	$0	-$821	0	–	Closed
2020	M MATAURO New York	$0	-$517K	0	–	Closed
2021	MCP Militia Capital Partners Las Vegas, Nevada	$0	-$403K	0	–	Closed
2022	MCM Monimus Capital Management Woodbridge, New Jersey	$0	-$2.7M	0	–	Closed
2023	MIM Morningstar Investment Management Chicago, Illinois	$0	-$1.37M	0	–	Closed
2024	MI Motiv8 Investments Port St. Lucie, Florida	$0	+$94	1	0%	New
2025	MFWM Motley Fool Wealth Management Alexandria, Virginia	$0	-$8.3M	0	–	Closed