← 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	NG Norden Group Provo, Utah	$0	-$702K	–	Closed
1927	Northeast Financial Consultants Westport, Connecticut	$0	-$207K	–	Closed
1928	NAM Nutshell Asset Management Sevenoaks, United Kingdom	$0	-$3.15M	–	Closed
1929	Old Mission Capital Chicago, Illinois	$0	-$1.18M	–	Closed
1930	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$0	-$16.5K	–	Closed
1931	OR Olympiad Research Stamford, Connecticut	$0	-$581K	–	Closed
1932	OGC One68 Global Capital New York	$0	-$441K	–	Closed
1933	OCG Opus Capital Group Cincinnati, Ohio	$0	-$14K	–	Closed
1934	OCM Osterweis Capital Management San Francisco, California	$0	-$5.28M	–	Closed
1935	PP Paloma Partners Greenwich, Connecticut	$0	-$224K	–	Closed
1936	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$0	-$204K	–	Closed
1937	PHP Parkman Healthcare Partners Stamford, Connecticut	$0	-$5.06M	–	Closed
1938	PFA Peak Financial Advisors Denver, Colorado	$0	-$2.97M	–	Closed
1939	PBK Peoples Bank (Kansas) Pratt, Kansas	$0	-$57.8K	–	Closed
1940	PAP Persistent Asset Partners Hong Kong	$0	-$1.64M	–	Closed
1941	PPWM PFG Private Wealth Management Lutz, Florida	$0	-$5.07K	–	Closed
1942	PGGM Investments Zeist, Netherlands	$0	-$7.01M	–	Closed
1943	PA PharVision Advisers Boca Raton, Florida	$0	-$627K	–	Closed
1944	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$0	-$466K	–	Closed
1945	PJWM Philip James Wealth Mangement Milton, Georgia	$0	-$347K	–	Closed
1946	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$0	-$212K	–	Closed
1947	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$0	-$103K	–	Closed
1948	PWS Precision Wealth Strategies Saint Louis, Missouri	$0	-$417K	–	Closed
1949	PWP Principle Wealth Partners Madison, Connecticut	$0	-$283K	–	Closed
1950	PA Prism Advisors Studio City, California	$0	-$21.9K	–	Closed