← 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
2026	Munich Reinsurance Munich,	$0	-$5.42M	–	Closed
2027	NAM Nexpoint Asset Management Dallas, Texas	$0	-$4.15M	–	Closed
2028	NIG NFJ Investment Group Dallas, Texas	$0	-$15.1K	–	Closed
2029	NS Night Squared New York	$0	-$1.01M	–	Closed
2030	NP Nilsine Partners Greenwood Village, Colorado	$0	-$1.48M	–	Closed
2031	Nippon Life Global Investors Americas New York	$0	-$7.8M	–	Closed
2032	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$0	-$942K	–	Closed
2033	NC North Capital Salt Lake City, Utah	$0	-$1.15K	–	Closed
2034	OA Oak Associates Akron, Ohio	$0	-$1.05M	–	Closed
2035	OBAM ODDO BHF Asset Management Paris, France	$0	-$358K	–	Closed
2036	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$0	-$1.54M	–	Closed
2037	PAM Palisade Asset Management Minneapolis, Minnesota	$0	-$446K	–	Closed
2038	PP PDS Planning Dublin, Ohio	$0	-$205K	–	Closed
2039	PS Pensionfund Sabic Sittard, Netherlands	$0	-$731K	–	Closed
2040	Perpetual Ltd Sydney, New South Wales, Australia	$0	-$5.57M	–	Closed
2041	PC Pier Capital Stamford, Connecticut	$0	-$4.06M	–	Closed
2042	PPA Pilgrim Partners Asia Singapore	$0	-$83.9K	–	Closed
2043	P Pitcairn Conshohocken, Pennsylvania	$0	-$411K	–	Closed
2044	PM Plustick Management Charlottesville, Virginia	$0	-$5.75M	–	Closed
2045	PWG Portside Wealth Group Provo, Utah	$0	-$129K	–	Closed
2046	PFM Premier Fund Managers Guildford, United Kingdom	$0	-$203K	–	Closed
2047	PG Proffitt & Goodson Knoxville, Tennessee	$0	-$330	–	Closed
2048	QC Quantessence Capital New York	$0	-$65.9K	–	Closed
2049	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$0	-$226K	–	Closed
2050	RCM Requisite Capital Management Dallas, Texas	$0	-$238K	–	Closed