← 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
1951	PAG Private Advisory Group Redmond, Washington	$0	-$11.1M	–	Closed
1952	PFA Professional Financial Advisors North Platte, Nebraska	$0	-$1.37M	–	Closed
1953	RA Capital Management Boston, Massachusetts	$0	-$16.8M	–	Closed
1954	RC Rangeley Capital New Canaan, Connecticut	$0	-$220K	–	Closed
1955	RFM Ranmore Fund Management Cobham, United Kingdom	$0	-$7.68M	–	Closed
1956	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$0	-$109K	–	Closed
1957	RSC Red Spruce Capital Berwyn, Pennsylvania	$0	-$855K	–	Closed
1958	RP Regal Partners Sydney, NSW, Australia	$0	-$7M	–	Closed
1959	RAG RIA Advisory Group Des Moines, Iowa	$0	-$566K	–	Closed
1960	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$0	-$11	–	Closed
1961	Riverbridge Partners Minneapolis, Minnesota	$0	-$4.77M	–	Closed
1962	River Road Asset Management Louisville, Kentucky	$0	-$65.3M	–	Closed
1963	RTC Riverview Trust Company Vancouver, Washington	$0	-$71	–	Closed
1964	RAM Robinhood Asset Management Menlo Park, California	$0	-$707K	–	Closed
1965	RFP Root Financial Partners Encinitas, California	$0	-$190K	–	Closed
1966	RSS Rosenblum Silverman Sutton San Francisco, California	$0	-$758K	–	Closed
1967	RF Roxbury Financial Mount Arlington, New Jersey	$0	-$1.08K	–	Closed
1968	Rubric Capital Management (New York) New York	$0	-$9.17M	–	Closed
1969	RWA Wealth Partners Newton, Massachusetts	$0	-$213K	–	Closed
1970	SIC Samalin Investment Counsel Chappaqua, New York	$0	-$231K	–	Closed
1971	SMH Sanders Morris Harris Houston, Texas	$0	-$1.03M	–	Closed
1972	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$0	-$5.11M	–	Closed
1973	SA Scarborough Advisors Annapolis, Maryland	$0	-$82	–	Closed
1974	SRL Scientech Research LLC Jersey City, New Jersey	$0	-$352K	–	Closed
1975	SAM Sectoral Asset Management Montreal, Quebec, Canada	$0	-$373K	–	Closed