← 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
1926	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$0	-$5.63K	–	Closed
1927	MM MQS Management New York	$0	-$211K	–	Closed
1928	NFG Nations Financial Group Cedar Rapids, Iowa	$0	-$2.17M	–	Closed
1929	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$0	-$2.61K	–	Closed
1930	NIMC Nierenberg Investment Management Company Camas, Washington	$0	-$62.8K	–	Closed
1931	NMC Nine Masts Capital Central, Hong Kong	$0	-$139K	–	Closed
1932	NAM Nutshell Asset Management Sevenoaks, United Kingdom	$0	-$8.18M	–	Closed
1933	NWS Nvest Wealth Strategies Powell, Ohio	$0	-$898	–	Closed
1934	ORI Oak Ridge Investments Chicago, Illinois	$0	-$764K	–	Closed
1935	OAM Occidental Asset Management Burlingame, California	$0	-$485K	–	Closed
1936	OIM Oder Investment Management Woodland Hills, California	$0	-$495K	–	Closed
1937	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$0	-$1.24K	–	Closed
1938	OneDigital Investment Advisors Overland Park, Kansas	$0	-$442K	–	Closed
1939	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$0	-$2.75M	–	Closed
1940	PMIA Patrick Mauro Investment Advisor Oak Brook, Illinois	$0	-$375K	–	Closed
1941	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$0	-$354K	–	Closed
1942	PFM Patton Fund Management Dallas, Texas	$0	-$728K	–	Closed
1943	PRP Peak Retirement Planning Columbus, Ohio	$0	-$2M	–	Closed
1944	PCP Perbak Capital Partners London, United Kingdom	$0	-$2.99M	–	Closed
1945	PA PharVision Advisers Boca Raton, Florida	$0	-$316K	–	Closed
1946	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$0	-$175K	–	Closed
1947	PCA PMV Capital Advisers Dallas, Texas	$0	-$93	–	Closed
1948	PDL Portfolio Design Labs Encino, California	$0	-$220K	–	Closed
1949	PWA Portus Wealth Advisors Charlotte, North Carolina	$0	-$673	–	Closed
1950	PWP Principle Wealth Partners Madison, Connecticut	$0	-$173K	–	Closed