← 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
1726	NewEdge Advisors New Orleans, Louisiana	$0	-$541K	0	–	Closed
1727	NERM New England Research & Management Chicago, Illinois	$0	-$521K	0	–	Closed
1728	NC Nixon Capital Austin, Texas	$0	-$4.12M	0	–	Closed
1729	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$0	-$925K	0	–	Closed
1730	NIM NuWave Investment Management Parsippany, New Jersey	$0	-$476K	0	–	Closed
1731	OMC Oasis Management Company Grand Cayman, Cayman Islands	$0	-$4.87M	0	–	Closed
1732	OAM Occidental Asset Management Burlingame, California	$0	-$208K	0	–	Closed
1733	ONST Old North State Trust Greensboro, North Carolina	$0	-$35K	0	–	Closed
1734	Optiver Holding Amsterdam, Netherlands	$0	-$1.28M	0	–	Closed
1735	OAM Origin Asset Management London, United Kingdom	$0	-$281K	0	–	Closed
1736	PCFFS Pacific Center for Financial Services San Ramon, California	$0	-$3K	0	–	Closed
1737	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$0	-$212K	0	–	Closed
1738	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$0	-$625K	0	–	Closed
1739	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$0	-$334K	0	–	Closed
1740	PCM Prentice Capital Management Greenwich, Connecticut	$0	-$13.2M	0	–	Closed
1741	PFMU Privium Fund Management (UK) London, United Kingdom	$0	-$262K	0	–	Closed
1742	PCA Prospect Capital Advisors Sausalito, California	$0	-$801K	0	–	Closed
1743	PCA Providence Capital Advisors Charlotte, North Carolina	$0	+$201	1	0%	New
1744	QTM qPULA Trading Management New York	$0	-$299K	0	–	Closed
1745	QOP Quinn Opportunity Partners Charlottesville, Virginia	$0	-$3.11M	0	–	Closed
1746	RK Rather & Kittrell Knoxville, Tennessee	$0	-$3K	0	–	Closed
1747	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$0	-$232K	0	–	Closed
1748	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$0	-$23K	0	–	Closed
1749	RIA Richwood Investment Advisors Cincinnati, Ohio	$0	-$20K	0	–	Closed
1750	RI Rinkey Investments San Diego, California	$0	-$3K	0	–	Closed