← 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
1376	PAM PVG Asset Management Golden, Colorado	$0	-$1.21M	0	–	Closed
1377	Pzena Investment Management New York	$0	-$22.9M	0	–	Closed
1378	Rafferty Asset Management New York	$0	-$828K	0	–	Closed
1379	RAM Riggs Asset Management Dallas, Pennsylvania	$0	$0	1	0%	Maintained
1380	RCM Rutabaga Capital Management Boston, Massachusetts	$0	-$1.4M	0	–	Closed
1381	SAM Scopus Asset Management New York	$0	-$9.22M	0	–	Closed
1382	Scout Investments Kansas City, Missouri	$0	-$9.36M	0	–	Closed
1383	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$0	-$713K	0	–	Closed
1384	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$0	-$455K	0	–	Closed
1385	SCM Segantii Capital Management Hong Kong	$0	-$2.61M	0	–	Closed
1386	SM Senvest Management New York	$0	-$976K	0	–	Closed
1387	SWMG Signature Wealth Management Group Atlanta, Georgia	$0	$0	1	0%	Maintained
1388	SIS Sound Income Strategies Ft Lauderdale, Florida	$0	-$43.9K	5	0%	Reduced
1389	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$0	-$7K	0	–	Closed
1390	SC SRB Corp Boston, Massachusetts	$0	-$212K	0	–	Closed
1391	Stratos Wealth Partners Beachwood, Ohio	$0	-$462K	0	–	Closed
1392	SICM Sustainable Insight Capital Management New York	$0	-$611K	0	–	Closed
1393	TC Tavio Capital New York	$0	-$14.1M	0	–	Closed
1394	UONDDL University of Notre Dame du Lac South Bend, Indiana	$0	-$12.6M	0	–	Closed
1395	Wealth Enhancement Advisory Services Plymouth, Minnesota	$0	-$2.95M	0	–	Closed
1396	WDL Well Done LLC Holland, Michigan	$0	-$38K	0	–	Closed
1397	WAS WESPAC Advisors SoCal Pasadena, California	$0	-$24K	0	–	Closed
1398	WCM Whitener Capital Management Rocky Mount, North Carolina	$0	-$50K	0	–	Closed
1399	WPW Winthrop Partners - WNY Buffalo, New York	$0	-$9.46K	0	–	Closed