← 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
1076	PM Parametrica Management Wanchai, Hong Kong	$0	-$275K	–	Closed
1077	PWAM Park West Asset Management San Francisco, California	$0	-$1.77M	–	Closed
1078	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$384K	–	Closed
1079	PRC Platte River Capital Denver, Colorado	$0	-$1.65M	–	Closed
1080	RCM Rotella Capital Management Bellevue, Washington	$0	-$292K	–	Closed
1081	SM Sabby Management Miami Beach, Florida	$0	-$312K	–	Closed
1082	SCM Sandler Capital Management New York	$0	-$1.24M	–	Closed
1083	Santa Barbara Asset Management Los Angeles, California	$0	-$1.75M	–	Closed
1084	SSI Scott & Selber Inc Houston, Texas	$0	-$2M	–	Closed
1085	SC Selz Capital New York	$0	-$9.6M	–	Closed
1086	ST Sentinel Trust Houston, Texas	$0	-$293K	–	Closed
1087	SFS Signator Financial Services Boston, Massachusetts	$0	-$174K	–	Closed
1088	SBCM Silver Bridge Capital Management Boston, Massachusetts	$0	-$1.02M	–	Closed
1089	SMA Simply Money Advisors Cincinnati, Ohio	$0	-$14K	–	Closed
1090	SOAMC Spirit of America Management Corp Syosset, New York	$0	-$87K	–	Closed
1091	SA Springowl Associates New York	$0	-$2.13M	–	Closed
1092	SIM SSI Investment Management Los Angeles, California	$0	-$639K	–	Closed
1093	SAG Sterne Agee Group Birmingham, Alabama	$0	-$283K	–	Closed
1094	STIA Stone Toro Investment Advisers Princeton, New Jersey	$0	-$798K	–	Closed
1095	SIM Strategic Investment Management Arlington, Virginia	$0	-$224K	–	Closed
1096	TCM Telos Capital Management San Diego, California	$0	-$208K	–	Closed
1097	TM Tiger Management New York	$0	-$14.6M	–	Closed
1098	TIM Tortoise Investment Management White Plains, New York	$0	-$12K	–	Closed
1099	TP Traxis Partners Greenwich, Connecticut	$0	-$2.03M	–	Closed
1100	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$0	-$206K	–	Closed