← 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	PCP Proficio Capital Partners Newton, Massachusetts	$0	-$267K	–	Closed
1927	PFG Putney Financial Group San Rafael, California	$0	-$21.7K	–	Closed
1928	QP Quartz Partners Saratoga Springs, New York	$0	-$2.79M	–	Closed
1929	RP Raelipskie Partnership Waterloo, Ontario, Canada	$0	-$678	–	Closed
1930	RI Ridgewood Investments Springfield, New Jersey	$0	-$2.25K	–	Closed
1931	RAM Riggs Asset Management Dallas, Pennsylvania	$0	-$3.68K	–	Closed
1932	RF Robbins Farley Bedford, New Hampshire	$0	-$16	–	Closed
1933	RCA Roberts Capital Advisors Denver, Colorado	$0	-$836K	–	Closed
1934	RF Robinswood Financial Kirkland, Washington	$0	-$65	–	Closed
1935	RBC Roble Belko & Company Sewickley, Pennsylvania	$0	$0	–	Closed
1936	Rokos Capital Management (UK) London, United Kingdom	$0	-$13.5M	–	Closed
1937	RWA Rooted Wealth Advisors Bourbonnais, Illinois	$0	-$333K	–	Closed
1938	SCA Sage Capital Advisors Sioux Falls, South Dakota	$0	-$205K	–	Closed
1939	SRC Sage Rhino Capital Menlo Park, California	$0	-$202K	–	Closed
1940	SAM S.A. Mason Holland, Michigan	$0	-$36.5K	–	Closed
1941	SIG Sargent Investment Group Bethesda, Maryland	$0	-$282K	–	Closed
1942	SAM Scopus Asset Management New York	$0	-$47M	–	Closed
1943	SCP Sender Company & Partners New York	$0	-$194K	–	Closed
1944	SA Shilanski & Associates Anchorage, Alaska	$0	-$1.35M	–	Closed
1945	SO Sierra Ocean Ripon, California	$0	-$23.7K	–	Closed
1946	Simplify Asset Management Las Vegas, Nevada	$0	-$2.58M	–	Closed
1947	SCM Sio Capital Management New York	$0	-$302K	–	Closed
1948	SN Sittner & Nelson Eugene, Oregon	$0	-$64	–	Closed
1949	SGH Sivik Global Healthcare Greenwich, Connecticut	$0	-$1.3M	–	Closed
1950	SGC Slocum, Gordon & Co Newport, Rhode Island	$0	-$6.6K	–	Closed