← 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
1351	NFA Nationwide Fund Advisors Columbus, Ohio	$0	$0	0	–	Closed
1352	Natixis Paris, France	$0	-$55.7M	0	–	Closed
1353	NCA Newbrook Capital Advisors New York	$0	-$105M	0	–	Closed
1354	NERM New England Research & Management Chicago, Illinois	$0	-$244K	0	–	Closed
1355	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	2	0%	Maintained
1356	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$0	-$1.35M	0	–	Closed
1357	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$0	-$1.8M	0	–	Closed
1358	NWM Northwest Wealth Management Spencer, Iowa	$0	-$40K	0	–	Closed
1359	OFW Omnia Family Wealth Aventura, Florida	$0	-$9K	0	–	Closed
1360	OGC One68 Global Capital New York	$0	-$203K	0	–	Closed
1361	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$0	-$42K	0	–	Closed
1362	PAM Paradigm Asset Management New York	$0	-$354K	0	–	Closed
1363	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$0	-$66K	0	–	Closed
1364	Park Avenue Securities New York	$0	-$300K	0	–	Closed
1365	PR Payden & Rygel Los Angeles, California	$0	-$23.6M	0	–	Closed
1366	PTC Petrus Trust Company Dallas, Texas	$0	-$298K	0	–	Closed
1367	PointState Capital New York	$0	-$1.5M	0	–	Closed
1368	Polar Capital London, United Kingdom	$0	-$11.4M	0	–	Closed
1369	PWAG Polaris Wealth Advisory Group San Rafael, California	$0	-$1.63M	0	–	Closed
1370	PL Polianta Ltd St Helier, Jersey	$0	-$1.6M	0	–	Closed
1371	PGA Premia Global Advisors Coral Gables, Florida	$0	-$39K	0	–	Closed
1372	Prime Capital Investment Advisors Overland Park, Kansas	$0	$0	1	0%	Maintained
1373	PTC Private Trust Company Cleveland, Ohio	$0	-$209K	0	–	Closed
1374	PWM PRW Wealth Management Quincy, Massachusetts	$0	-$9K	0	–	Closed
1375	QI Qtron Investments Boston, Massachusetts	$0	-$232K	0	–	Closed