← 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
1976	PPWM Perissos Private Wealth Management Bethany, Oklahoma	$0	-$431K	0	–	Closed
1977	PFC Phocas Financial Corp Alameda, California	$0	-$2.81M	0	–	Closed
1978	POIA Pin Oak Investment Advisors Houston, Texas	$0	$0	1	0%	Maintained
1979	PAG Poinciana Advisors Group Palm Beach Gardens, Florida	$0	-$272K	0	–	Closed
1980	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$4.59M	0	–	Closed
1981	PIS POM Investment Strategies Raleigh, North Carolina	$0	-$8.1K	0	–	Closed
1982	PIM Provident Investment Management Novi, Michigan	$0	-$19.6M	0	–	Closed
1983	PW PUREfi Wealth Boston, Massachusetts	$0	-$245K	0	–	Closed
1984	PWP Pursue Wealth Partners Clayton, California	$0	-$202K	0	–	Closed
1985	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$4.01M	0	–	Closed
1986	RL Retireful LLC Haslett, Michigan	$0	-$641K	0	–	Closed
1987	RMP Richards, Merrill & Peterson Spokane, Washington	$0	-$70	0	–	Closed
1988	RWPA Richard W. Paul & Associates Novi, Michigan	$0	-$201	0	–	Closed
1989	RRCP Rip Road Capital Partners Boston, Massachusetts	$0	-$4.31M	0	–	Closed
1990	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$0	-$2.74K	0	–	Closed
1991	SIA Schechter Investment Advisors Birmingham, Michigan	$0	-$305K	0	–	Closed
1992	SHFP Second Half Financial Partners Sebring, Florida	$0	-$235K	0	–	Closed
1993	SCM Shenkman Capital Management New York	$0	-$708K	0	–	Closed
1994	SVCP Silicon Valley Capital Partners San Jose, California	$0	-$7.79K	0	–	Closed
1995	Simplicity Wealth Summit, New Jersey	$0	-$767K	0	–	Closed
1996	Sit Investment Associates Minneapolis, Minnesota	$0	-$1.27M	0	–	Closed
1997	ST Somerset Trust Somerset, Pennsylvania	$0	-$429K	0	–	Closed
1998	SAM SP Asset Management Cupertino, California	$0	-$13K	0	–	Closed
1999	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$0	-$13.6M	0	–	Closed
2000	SWK Stephen W. Kidder	$0	-$203K	0	–	Closed