← 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
1201	M MOTCO San Antonio, Texas	$0	-$76K	0	–	Closed
1202	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$0	-$26K	0	–	Closed
1203	NFP Narus Financial Partners Salt Lake City, Utah	$0	-$204K	0	–	Closed
1204	NIMI Natixis Investment Managers International Paris, France	$0	-$109K	0	–	Closed
1205	OLA Oliver Luxxe Assets Gladstone, New Jersey	$0	-$769K	0	–	Closed
1206	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$0	-$4.21M	0	–	Closed
1207	Parallax Volatility Advisers San Francisco, California	$0	-$458K	0	–	Closed
1208	Park Avenue Securities New York	$0	-$234K	0	–	Closed
1209	PL Parkwood LLC Cleveland, Ohio	$0	-$1.25M	0	–	Closed
1210	Pathstone Family Office Englewood, New Jersey	$0	-$64K	0	–	Closed
1211	PWS Peloton Wealth Strategists Indianapolis, Indiana	$0	-$764K	0	–	Closed
1212	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$1.9M	0	–	Closed
1213	PC Permit Capital West Conshohocken, Pennsylvania	$0	-$4.58M	0	–	Closed
1214	PFC Phocas Financial Corp Alameda, California	$0	-$55.9K	1	0%	Reduced
1215	PointState Capital New York	$0	-$53.2M	0	–	Closed
1216	PL Polianta Ltd St Helier, Jersey	$0	-$1.09M	0	–	Closed
1217	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$0	-$3.56M	0	–	Closed
1218	Rothschild & Co Asset Management US Stamford, Connecticut	$0	-$1.26M	0	–	Closed
1219	RIA RPG Investment Advisory Pleasanton, California	$0	+$361	1	0%	New
1220	SIM Sadoff Investment Management Milwaukee, Wisconsin	$0	-$233K	0	–	Closed
1221	SC Scholtz & Company Stamford, Connecticut	$0	-$1.94M	0	–	Closed
1222	SCM Scopia Capital Management New York	$0	-$12.5M	0	–	Closed
1223	SCM Segantii Capital Management Hong Kong	$0	-$693K	0	–	Closed
1224	SAM Senzar Asset Management New York	$0	-$16.8M	0	–	Closed
1225	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$0	-$283K	0	–	Closed