← 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	NC NewSquare Capital Newtown Square, Pennsylvania	$0	-$771K	0	–	Closed
1377	NCM Next Capital Management New York	$0	-$25K	0	–	Closed
1378	NONA Ninety One North America New York	$0	-$22.3M	0	–	Closed
1379	Ninety One (UK) London, United Kingdom	$0	-$77.7M	0	–	Closed
1380	OFS OneAscent Financial Services Birmingham, Alabama	$0	-$221K	0	–	Closed
1381	OFCM One Fin Capital Management San Francisco, California	$0	-$5.3M	0	–	Closed
1382	OWA One Wealth Advisors San Francisco, California	$0	-$305K	0	–	Closed
1383	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$0	-$2.69M	0	–	Closed
1384	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$0	-$2.45M	0	–	Closed
1385	Prime Capital Investment Advisors Overland Park, Kansas	$0	$0	1	0%	Maintained
1386	PCP Proficio Capital Partners Newton, Massachusetts	$0	-$198K	0	–	Closed
1387	Putnam Investments Boston, Massachusetts	$0	-$10.2M	0	–	Closed
1388	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$0	-$2K	0	–	Closed
1389	RBC Roble Belko & Company Sewickley, Pennsylvania	$0	-$2K	0	–	Closed
1390	RP Rowlandmiller & Partners Atlanta, Georgia	$0	-$208K	0	–	Closed
1391	Seizert Capital Partners Birmingham, Michigan	$0	-$607K	0	–	Closed
1392	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$0	-$61K	0	–	Closed
1393	SEC Seven Eight Capital New York	$0	-$6.01M	0	–	Closed
1394	Simplicity Solutions Minneapolis, Minnesota	$0	-$430K	0	–	Closed
1395	Soros Fund Management New York	$0	-$30.5M	0	–	Closed
1396	SIS Sound Income Strategies Ft Lauderdale, Florida	$0	$0	3	0%	Maintained
1397	SMFS Squar Milner Financial Services Irvine, California	$0	-$118K	0	–	Closed
1398	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$9.93M	0	–	Closed
1399	TC Tavio Capital New York	$0	-$11.6M	0	–	Closed
1400	TWI Thomas White International Chicago, Illinois	$0	-$4K	0	–	Closed