← 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
1851	NC NinePointTwo Capital Los Angeles, California	$0	-$221K	0	–	Closed
1852	OAJ Ogorek Anthony Joseph Williamsville, New York	$0	$0	1	0%	Maintained
1853	OWA One Wealth Advisors San Francisco, California	$0	-$21.6K	0	–	Closed
1854	PWS Paragon Wealth Strategies Jacksonville, Florida	$0	-$13K	0	–	Closed
1855	Park National Corp Newark, Ohio	$0	-$215K	0	–	Closed
1856	PAM Premier Asset Management Chicago, Illinois	$0	-$440K	0	–	Closed
1857	QGA Q Global Advisors Fort Worth, Texas	$0	-$4.52M	0	–	Closed
1858	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$0	-$893K	0	–	Closed
1859	RIM Redwood Investment Management Scottsdale, Arizona	$0	-$1.48M	0	–	Closed
1860	RFA Resurgent Financial Advisors Atlanta, Georgia	$0	-$250K	0	–	Closed
1861	RFS Retirement Financial Solutions Knoxville, Tennessee	$0	-$16.6K	0	–	Closed
1862	RCW Rheos Capital Works Tokyo, Japan	$0	-$80K	0	–	Closed
1863	RBC Roble Belko & Company Sewickley, Pennsylvania	$0	$0	0	–	Closed
1864	SMH Sanders Morris Harris Houston, Texas	$0	-$957K	0	–	Closed
1865	SIM Sandia Investment Management Boston, Massachusetts	$0	-$256K	0	–	Closed
1866	SC Seldon Capital San Francisco, California	$0	-$19.5K	0	–	Closed
1867	Seven Grand Managers Bronxville, New York	$0	-$4.12M	0	–	Closed
1868	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$0	-$220K	0	–	Closed
1869	SPA Sherbrooke Park Advisers White Plains, New York	$0	-$229K	0	–	Closed
1870	SC Sierra Capital Miami, Florida	$0	-$46K	0	–	Closed
1871	SAM Soviero Asset Management New York	$0	-$391K	0	–	Closed
1872	T TCWP Beachwood, Ohio	$0	-$267K	0	–	Closed
1873	TC Tejara Capital London, United Kingdom	$0	-$496K	0	–	Closed
1874	TCWA Ten Capital Wealth Advisors Spokane, Washington	$0	-$11.2K	0	–	Closed
1875	TWI Thomas White International Chicago, Illinois	$0	-$11.9K	0	–	Closed