← 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
1751	RP Riverwater Partners Milwaukee, Wisconsin	$0	-$325K	–	Closed
1752	RCG Rock Creek Group Washington, District of Columbia	$0	-$457K	–	Closed
1753	SC Saltoro Capital Dallas, Texas	$0	-$4K	–	Closed
1754	Sculptor Capital New York	$0	-$3.41M	–	Closed
1755	SAM Seelaus Asset Management Chatham, New Jersey	$0	-$208K	–	Closed
1756	Seizert Capital Partners Birmingham, Michigan	$0	-$4.16M	–	Closed
1757	Sessa Capital New York	$0	-$40.6M	–	Closed
1758	SEC Seven Eight Capital New York	$0	-$461K	–	Closed
1759	SM SG3 Management Dorado, Puerto Rico	$0	-$148K	–	Closed
1760	SC Shellback Capital Boston, Massachusetts	$0	-$501K	–	Closed
1761	SFM Signet Financial Management Parsippany, New Jersey	$0	-$34K	–	Closed
1762	SCM Sio Capital Management New York	$0	-$9.88M	–	Closed
1763	SGAM Smith Group Asset Management Dallas, Texas	$0	-$24K	–	Closed
1764	SAM Soviero Asset Management New York	$0	-$1.61M	–	Closed
1765	State Farm Mutual Automobile Insurance Bloomington, Illinois	$0	-$7.97M	–	Closed
1766	SFG Steward Financial Group Colleyville, Texas	$0	$0	–	Closed
1767	SFPG Stonebridge Financial Planning Group Orlando, Florida	$0	-$9K	–	Closed
1768	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$0	-$614K	–	Closed
1769	SPFA Summit Place Financial Advisors Summit, New Jersey	$0	-$801K	–	Closed
1770	TC TAP Consulting Kirkwood, Missouri	$0	-$11K	–	Closed
1771	TCM TD Capital Management Memphis, Tennessee	$0	-$582K	–	Closed
1772	TCP ThornTree Capital Partners Boston, Massachusetts	$0	-$22.9M	–	Closed
1773	TFS Thoroughbred Financial Services Brentwood, Tennessee	$0	-$727K	–	Closed
1774	TWM Titus Wealth Management Larskpur, California	$0	-$216K	–	Closed
1775	TCWM Total Clarity Wealth Management St. Charles, Illinois	$0	-$46K	–	Closed