← 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
1951	Private Management Group Irvine, California	$0	-$4.19M	0	–	Closed
1952	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$0	-$138	0	–	Closed
1953	PMA Prudent Man Advisors Naperville, Illinois	$0	-$255K	0	–	Closed
1954	PA PSI Advisors Tampa, Florida	$0	-$15.1K	0	–	Closed
1955	PWM Puff Wealth Management Haddonfield, New Jersey	$0	-$5.23K	0	–	Closed
1956	PAM PVG Asset Management Golden, Colorado	$0	-$250K	0	–	Closed
1957	PWC PYA Waltman Capital Knoxville, Tennessee	$0	-$242K	0	–	Closed
1958	Rathbones Group Liverpool, United Kingdom	$0	-$231K	0	–	Closed
1959	RIA Regal Investment Advisors Kentwood, Michigan	$0	-$36.8K	0	–	Closed
1960	Regions Financial Corp Birmingham, Alabama	$0	-$214K	0	–	Closed
1961	RG Renaissance Group Covington, Kentucky	$0	-$249K	0	–	Closed
1962	RFG Advisory Birmingham, Alabama	$0	-$226K	0	–	Closed
1963	RBC Roble Belko & Company Sewickley, Pennsylvania	$0	+$200	1	0%	New
1964	RCA Runnymede Capital Advisors Dublin, Ohio	$0	-$51	0	–	Closed
1965	SM Sabby Management Miami Beach, Florida	$0	-$89.5K	0	–	Closed
1966	SMH Sanders Morris Harris Houston, Texas	$0	-$1.02M	0	–	Closed
1967	Saudi Central Bank Riyadh, Saudi Arabia	$0	-$20.8K	0	–	Closed
1968	SBFM S-Bank Fund Management Helsinki, Finland	$0	-$314K	0	–	Closed
1969	SCM Schnieders Capital Management Pasadena, California	$0	-$231K	0	–	Closed
1970	SIA SeaBridge Investment Advisors Summit, New Jersey	$0	-$1.23M	0	–	Closed
1971	SAM Secure Asset Management Troy, Michigan	$0	-$207K	0	–	Closed
1972	SCM Semanteon Capital Management Newton, Massachusetts	$0	-$2.69M	0	–	Closed
1973	SAW Signal Advisors Wealth Detroit, Michigan	$0	-$363K	0	–	Closed
1974	Silvercrest Asset Management New York	$0	-$22.6M	0	–	Closed
1975	SWP SIMA Wealth Partners North Chesterfield, Virginia	$0	-$13.6K	0	–	Closed