← 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	OGC One68 Global Capital New York	$0	-$208K	–	Closed
2027	OA Operose Advisors Milwaukee, Wisconsin	$0	-$606	–	Closed
2028	OC Optima Capital Beaverton, Oregon	$0	-$8.66K	–	Closed
2029	OP Oslo Pensjonsforsikring Oslo,	$0	-$66.5K	–	Closed
2030	OAM Oxford Asset Management Oxford, United Kingdom	$0	-$914K	–	Closed
2031	PP Pacifica Partners Surrey, Canada	$0	-$3.63K	–	Closed
2032	PPA Painted Porch Advisors Santa Barbara, California	$0	-$302K	–	Closed
2033	PHP Parkman Healthcare Partners Stamford, Connecticut	$0	-$1.38M	–	Closed
2034	PMWMG Parr McKnight Wealth Management Group Minneapolis, Minnesota	$0	-$604K	–	Closed
2035	PG Patten Group Chattanooga, Tennessee	$0	-$412K	–	Closed
2036	PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen,	$0	-$15.1M	–	Closed
2037	PP Pingora Partners Wilson, Wyoming	$0	-$4.41K	–	Closed
2038	PAW Plan A Wealth Lincoln, Nebraska	$0	-$43.9K	–	Closed
2039	PIM Platinum Investment Management Sydney Australia 2000, Australia	$0	-$395K	–	Closed
2040	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$2.31M	–	Closed
2041	PCM Prentice Capital Management Greenwich, Connecticut	$0	-$1.99M	–	Closed
2042	PIM Provident Investment Management Novi, Michigan	$0	-$585K	–	Closed
2043	PMG ProVise Management Group Clearwater, Florida	$0	-$633K	–	Closed
2044	QA Quattro Advisors Pittsburgh, Pennsylvania	$0	-$3K	–	Closed
2045	QI QV Investors Calgary, Alberta, Canada	$0	-$794K	–	Closed
2046	RAM Redmond Asset Management Henrico, Virginia	$0	-$159K	–	Closed
2047	RWMG Redwood Wealth Management Group Medford, New Jersey	$0	-$251K	–	Closed
2048	RAM Reflection Asset Management Isle Of Palms, South Carolina	$0	-$33.7K	–	Closed
2049	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$0	-$3.3M	–	Closed
2050	Robeco Schweiz Zurich, Switzerland	$0	-$1.92M	–	Closed