← 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
1601	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$2.57M	–	Closed
1602	RCM RB Capital Management Reno, Nevada	$0	-$222K	–	Closed
1603	RDWM Red Door Wealth Management Memphis, Tennessee	$0	-$183K	–	Closed
1604	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$0	-$290K	–	Closed
1605	RG Renaissance Group Covington, Kentucky	$0	-$212K	–	Closed
1606	RiverFront Investment Group Richmond, Virginia	$0	-$260K	–	Closed
1607	RGI River Global Investors London, United Kingdom	$0	-$1.47M	–	Closed
1608	RP Rowlandmiller & Partners Atlanta, Georgia	$0	-$1.29M	–	Closed
1609	SCF Sante Capital Fund Austin, Texas	$0	-$1.14M	–	Closed
1610	SL Savior LLC Wellesley Hills, Massachusetts	$0	-$5K	–	Closed
1611	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$0	-$212K	–	Closed
1612	Select Equity Group New York	$0	-$17.8M	–	Closed
1613	SM SG3 Management Dorado, Puerto Rico	$0	-$494K	–	Closed
1614	SCM SG Capital Management Chicago, Illinois	$0	-$4.29M	–	Closed
1615	SC Skylands Capital Milwaukee, Wisconsin	$0	-$63K	–	Closed
1616	SW SkyOak Wealth Southfield, Michigan	$0	-$240K	–	Closed
1617	South Dakota Investment Council Sioux Falls, South Dakota	$0	-$97K	–	Closed
1618	SAM Soviero Asset Management New York	$0	-$24.6M	–	Closed
1619	SFO Standard Family Office Sioux Falls, South Dakota	$0	-$1.28M	–	Closed
1620	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$851K	–	Closed
1621	SB Strategic Blueprint Atlanta, Georgia	$0	-$57K	–	Closed
1622	SIA Strategic Investment Advisors Farmington Hills, Michigan	$0	-$545K	–	Closed
1623	SWP Strategic Wealth Partners Independence, Ohio	$0	-$468K	–	Closed
1624	SICM Sustainable Insight Capital Management New York	$0	-$605K	–	Closed
1625	SA swisspartners Advisors Zurich, Switzerland	$0	-$1.59M	–	Closed