← 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
1101	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$0	-$21.2M	0	–	Closed
1102	JCP Jabre Capital Partners Geneva, Switzerland	$0	-$349K	0	–	Closed
1103	JT Jump Trading Chicago, Illinois	$0	-$183K	0	–	Closed
1104	LWM Lenox Wealth Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
1105	LG Leuthold Group Minneapolis, Minnesota	$0	-$2.52M	0	–	Closed
1106	LCP Lombardia Capital Partners Pasadena, California	$0	-$466K	0	–	Closed
1107	Lone Pine Capital Greenwich, Connecticut	$0	-$252M	0	–	Closed
1108	LCM Lonestar Capital Management San Francisco, California	$0	-$9.28M	0	–	Closed
1109	LCG Luxor Capital Group New York	$0	-$35.1M	0	–	Closed
1110	Moore Capital Management New York	$0	-$1M	0	–	Closed
1111	MIS Morningstar Investment Services Chicago, Illinois	$0	-$1.94M	0	–	Closed
1112	M MOTCO San Antonio, Texas	$0	-$2K	0	–	Closed
1113	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$0	-$1K	0	–	Closed
1114	Orbis Holdings Hamilton, Bermuda	$0	-$1.88M	0	–	Closed
1115	OCAM Owl Creek Asset Management New York	$0	-$30.3M	0	–	Closed
1116	OA Oxbow Advisors Austin, Texas	$0	-$391K	0	–	Closed
1117	PCM Palestra Capital Management New York	$0	-$23.5M	0	–	Closed
1118	Paradigm Capital Management Inc Albany, New York	$0	-$264K	0	–	Closed
1119	Perceptive Advisors New York	$0	-$164K	0	–	Closed
1120	PointState Capital New York	$0	-$2.86M	0	–	Closed
1121	QCMNJ Quantum Capital Management (New Jersey) Northfield, New Jersey	$0	-$233K	0	–	Closed
1122	Rafferty Asset Management New York	$0	-$466K	0	–	Closed
1123	RP Raiff Partners New York	$0	-$3.72M	0	–	Closed
1124	RC Riversville Capital Greenwich, Connecticut	$0	-$9K	0	–	Closed
1125	RAM Roumell Asset Management Chevy Chase, Maryland	$0	-$2.73M	0	–	Closed