← 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
1776	OAJ Ogorek Anthony Joseph Williamsville, New York	$0	+$202	1	0%	New
1777	OAM Ophir Asset Management Sydney, Australia	$0	-$9.68M	0	–	Closed
1778	OSIA O'Shares Investment Advisers Boston, Massachusetts	$0	-$1.49M	0	–	Closed
1779	PP Pacifica Partners Surrey, Canada	$0	+$173	1	0%	New
1780	PAG Paladin Advisory Group Clive, Iowa	$0	-$2.91K	0	–	Closed
1781	PM Parametrica Management Wanchai, Hong Kong	$0	-$582K	0	–	Closed
1782	PWAM Park West Asset Management San Francisco, California	$0	-$63M	0	–	Closed
1783	Patient Capital Management Baltimore, Maryland	$0	-$9.23M	0	–	Closed
1784	PFG PAX Financial Group San Antonio, Texas	$0	-$349K	0	–	Closed
1785	PCM Penn Capital Management Philadelphia, Pennsylvania	$0	-$685K	0	–	Closed
1786	PFS Investments Duluth, Georgia	$0	-$253K	0	–	Closed
1787	PCOC Power Corp of Canada Montreal, Quebec, Canada	$0	-$1.58M	0	–	Closed
1788	PCA Providence Capital Advisors Charlotte, North Carolina	$0	$0	1	0%	Maintained
1789	PWP Pursue Wealth Partners Clayton, California	$0	-$647	0	–	Closed
1790	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$206K	0	–	Closed
1791	Robeco Schweiz Zurich, Switzerland	$0	+$5.86M	1	0%	New
1792	RBC Roble Belko & Company Sewickley, Pennsylvania	$0	+$317	1	0%	New
1793	RT Rockland Trust Hanover, Massachusetts	$0	-$266K	0	–	Closed
1794	SM Sabby Management Miami Beach, Florida	$0	-$369K	0	–	Closed
1795	Sachem Head Capital Management New York	$0	-$26.5M	0	–	Closed
1796	SRC Sage Rhino Capital Menlo Park, California	$0	-$224K	0	–	Closed
1797	SCA Sandy Cove Advisors Hingham, Massachusetts	$0	-$116K	0	–	Closed
1798	SCF Sante Capital Fund Austin, Texas	$0	-$1.05M	0	–	Closed
1799	SAM Serengeti Asset Management New York	$0	-$1.15M	0	–	Closed
1800	Simon Quick Advisors Morristown, New Jersey	$0	-$4K	0	–	Closed