← 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
1576	PAR Capital Management Boston, Massachusetts	$0	-$143M	0	–	Closed
1577	PR Payden & Rygel Los Angeles, California	$0	-$16.1M	0	–	Closed
1578	Picton Mahoney Asset Management Toronto, Ontario, Canada	$0	-$2.75M	0	–	Closed
1579	PS Planned Solutions Folsom, California	$0	-$2K	0	–	Closed
1580	Prime Capital Investment Advisors Overland Park, Kansas	$0	+$27	1	0%	New
1581	QC QCM Cayman Houston, Texas	$0	-$236K	0	–	Closed
1582	QT Quantamental Technologies White Plains, New York	$0	-$981K	0	–	Closed
1583	RIA Regal Investment Advisors Kentwood, Michigan	$0	-$254K	0	–	Closed
1584	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$0	-$89K	0	–	Closed
1585	RWA Ropes Wealth Advisors Boston, Massachusetts	$0	-$136K	0	–	Closed
1586	RC Roundview Capital Princeton, New Jersey	$0	-$259K	0	–	Closed
1587	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$0	-$478K	0	–	Closed
1588	SC Saybrook Capital Winston Salem, North Carolina	$0	-$666K	0	–	Closed
1589	SCCM Schafer Cullen Capital Management New York	$0	-$15.9M	0	–	Closed
1590	SSI Scott & Selber Inc Houston, Texas	$0	-$1.78M	0	–	Closed
1591	SAM Seelaus Asset Management Chatham, New Jersey	$0	-$977K	0	–	Closed
1592	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$0	-$3K	0	–	Closed
1593	SC Shay Capital New York	$0	-$353K	0	–	Closed
1594	Simplicity Solutions Minneapolis, Minnesota	$0	-$1.87M	0	–	Closed
1595	SN Sittner & Nelson Eugene, Oregon	$0	-$3K	0	–	Closed
1596	SWA SOA Wealth Advisors New York	$0	-$3.49K	2	0%	Reduced
1597	SteelPeak Wealth Woodland Hills, California	$0	-$420K	0	–	Closed
1598	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$1.47M	0	–	Closed
1599	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$0	-$3.19M	0	–	Closed
1600	TPWA TRUE Private Wealth Advisors Salem, Oregon	$0	-$42K	0	–	Closed