← 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	PRC Platte River Capital Denver, Colorado	$0	-$252K	0	–	Closed
1102	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$4.33M	0	–	Closed
1103	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$0	-$849K	0	–	Closed
1104	QAM Quantres Asset Management Cayman, Cayman Islands	$0	-$1.42M	0	–	Closed
1105	RAM Ramsey Asset Management Reston, Virginia	$0	-$782K	0	–	Closed
1106	SIG Schooner Investment Group Wayne, Pennsylvania	$0	-$1.96M	0	–	Closed
1107	Seizert Capital Partners Birmingham, Michigan	$0	-$319K	0	–	Closed
1108	SAM Sentinel Asset Management Montpelier, Vermont	$0	-$3.52M	0	–	Closed
1109	SignatureFD Atlanta, Georgia	$0	-$8.7K	1	0%	Reduced
1110	SCA Signpost Capital Advisors New York	$0	-$16.8M	0	–	Closed
1111	SFT Simmons First Trust Pine Bluff, Arkansas	$0	-$695K	0	–	Closed
1112	SIM SSI Investment Management Los Angeles, California	$0	-$524K	0	–	Closed
1113	SC Sumit Capital New York	$0	-$213K	0	–	Closed
1114	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$0	-$248K	0	–	Closed
1115	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$0	-$204K	0	–	Closed
1116	T TradeWorx Red Bank, New Jersey	$0	-$1.16M	0	–	Closed
1117	UMA USA Mutuals Advisors Dallas, Texas	$0	-$445K	0	–	Closed
1118	USS Investment Management London, United Kingdom	$0	-$22.3M	0	–	Closed
1119	WI WBI Investments Red Bank, New Jersey	$0	-$22.5M	0	–	Closed
1120	WCP Welch Capital Partners Harrison, New York	$0	-$14.6M	0	–	Closed
1121	WAM Westport Asset Management Southport, Connecticut	$0	-$2.76M	0	–	Closed
1122	WIS Wright Investors Service Shelton, Connecticut	$0	-$688K	0	–	Closed
1123	ZDA Zweig-DiMenna Associates New York	$0	-$1.65M	0	–	Closed