← 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	% of Portfolio	Status
1576	MHS M Holdings Securities Portland, Oregon	$0	-$390K	–	Closed
1577	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$0	-$164K	–	Closed
1578	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$0	-$38K	–	Closed
1579	NIC Northwest Investment Counselors Lake Oswego, Oregon	$0	-$52K	–	Closed
1580	Phoenix Financial Givatayim, Israel	$0	-$356K	–	Closed
1581	PointState Capital New York	$0	-$2.42M	–	Closed
1582	PL Polianta Ltd St Helier, Jersey	$0	-$1.14M	–	Closed
1583	Prime Capital Investment Advisors Overland Park, Kansas	$0	$0	–	Closed
1584	Prudential plc London, England, United Kingdom	$0	-$273K	–	Closed
1585	RA Rational Advisors Huntington, New York	$0	-$165K	–	Closed
1586	RBA Richard Bernstein Advisors New York	$0	-$3.77M	–	Closed
1587	RCMC RK Capital Management (Colorado) Denver, Colorado	$0	-$13M	–	Closed
1588	RWB RMR Wealth Builders Montclair, New Jersey	$0	-$19K	–	Closed
1589	RSCM Rock Springs Capital Management Baltimore, Maryland	$0	-$20.7M	–	Closed
1590	SFA Semmax Financial Advisors Winston Salem, North Carolina	$0	-$19K	–	Closed
1591	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$0	-$212K	–	Closed
1592	SA Shilanski & Associates Anchorage, Alaska	$0	-$931K	–	Closed
1593	SGH Sivik Global Healthcare Greenwich, Connecticut	$0	-$5.35M	–	Closed
1594	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$0	-$317K	–	Closed
1595	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$0	-$5.46M	–	Closed
1596	SSG Summit Securities Group New York	$0	-$266K	–	Closed
1597	SLF Sun Life Financial Toronto, Ontario, Canada	$0	-$40K	–	Closed
1598	SCM Symons Capital Management Pittsburgh, Pennsylvania	$0	-$188K	–	Closed
1599	Thornburg Investment Management Santa Fe, New Mexico	$0	-$11.2M	–	Closed
1600	TC Toews Corporation Northfield, New Jersey	$0	-$925K	–	Closed