← 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	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$293K	0	–	Closed
1377	Qube Research & Technologies (QRT) London, United Kingdom	$0	-$1.47M	0	–	Closed
1378	RWM Raffa Wealth Management Washington, District of Columbia	$0	-$133K	0	–	Closed
1379	RG Renaissance Group Covington, Kentucky	$0	-$15.3M	0	–	Closed
1380	RAM Riggs Asset Management Dallas, Pennsylvania	$0	$0	0	–	Closed
1381	RTC Riverview Trust Company Vancouver, Washington	$0	-$2K	0	–	Closed
1382	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$0	-$502K	0	–	Closed
1383	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$0	-$50.4K	0	–	Closed
1384	RIA RPG Investment Advisory Pleasanton, California	$0	-$5.08M	0	–	Closed
1385	RAM RWC Asset Management London, United Kingdom	$0	-$17.3M	0	–	Closed
1386	SL Salomon & Ludwin Richmond, Virginia	$0	-$88K	0	–	Closed
1387	SCM Schnieders Capital Management Pasadena, California	$0	-$209K	0	–	Closed
1388	SCA Secor Capital Advisors New York	$0	-$794K	0	–	Closed
1389	SM SG3 Management Dorado, Puerto Rico	$0	-$402K	0	–	Closed
1390	SGH Sivik Global Healthcare Greenwich, Connecticut	$0	-$2.03M	0	–	Closed
1391	SPL Smart Portfolios LLC Seattle, Washington	$0	-$17K	0	–	Closed
1392	SIS Sound Income Strategies Ft Lauderdale, Florida	$0	$0	3	0%	Maintained
1393	SIC Starr International Company Zug, Switzerland	$0	-$3.17M	0	–	Closed
1394	SG StoneX Group New York	$0	-$375K	0	–	Closed
1395	SFS Strategic Financial Services Utica, New York	$0	-$51K	0	–	Closed
1396	SS Sunbelt Securities Houston, Texas	$0	-$421K	0	–	Closed
1397	SAM Symphony Asset Management San Francisco, California	$0	-$499K	0	–	Closed
1398	TST Tech Square Trading Boston, Massachusetts	$0	-$219K	0	–	Closed
1399	TPCM Three Peaks Capital Management Castle Rock, Colorado	$0	-$3.25M	0	–	Closed
1400	Tiedemann Advisors New York	$0	-$771K	0	–	Closed