← 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
1401	Miracle Mile Advisors Los Angeles, California	$0	-$93K	0	–	Closed
1402	NFA Nationwide Fund Advisors Columbus, Ohio	$0	+$338	1	0%	New
1403	NICM Neo Ivy Capital Management New York	$0	-$502K	0	–	Closed
1404	NewEdge Advisors New Orleans, Louisiana	$0	-$547K	0	–	Closed
1405	NR Newfound Research Wellesley Hills, Massachusetts	$0	+$124	2	0%	New
1406	NMC Nine Masts Capital Central, Hong Kong	$0	-$1.45M	0	–	Closed
1407	PWAM Park West Asset Management San Francisco, California	$0	-$69.9M	0	–	Closed
1408	PIM Partner Investment Management San Francisco, California	$0	-$627K	0	–	Closed
1409	PG Patten Group Chattanooga, Tennessee	$0	-$14K	0	–	Closed
1410	PRC Pearl River Capital Niles, Michigan	$0	-$26K	0	–	Closed
1411	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$3.24M	0	–	Closed
1412	PHS PFM Health Sciences San Francisco, California	$0	-$49.5M	0	–	Closed
1413	Prime Capital Investment Advisors Overland Park, Kansas	$0	+$28	1	0%	New
1414	PCA Prospect Capital Advisors Sausalito, California	$0	-$4.73M	0	–	Closed
1415	PMG ProVise Management Group Clearwater, Florida	$0	-$623K	0	–	Closed
1416	Putnam Investments Boston, Massachusetts	$0	-$10.5M	0	–	Closed
1417	QC QCM Cayman Houston, Texas	$0	-$1.04M	0	–	Closed
1418	Rafferty Asset Management New York	$0	-$495K	0	–	Closed
1419	RI Redwood Investments Boston, Massachusetts	$0	-$4.42M	0	–	Closed
1420	RIA Regal Investment Advisors Kentwood, Michigan	$0	-$384K	0	–	Closed
1421	RAM Riggs Asset Management Dallas, Pennsylvania	$0	-$28	1	0%	Reduced
1422	RWA River Wealth Advisors Camp Hill, Pennsylvania	$0	-$13K	0	–	Closed
1423	RSCM Rock Springs Capital Management Baltimore, Maryland	$0	-$11.1M	0	–	Closed
1424	RCM Roystone Capital Management New York	$0	-$8.03M	0	–	Closed
1425	Ruffer LLP London, United Kingdom	$0	-$978K	0	–	Closed