← 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
1126	NIM NuWave Investment Management Parsippany, New Jersey	$0	-$564K	–	Closed
1127	OAM Orinda Asset Management Lafayette, California	$0	-$177K	–	Closed
1128	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$0	-$309K	–	Closed
1129	PC Passport Capital San Francisco, California	$0	-$251K	–	Closed
1130	PP PDT Partners New York	$0	-$13.7M	–	Closed
1131	Pentwater Capital Management Naples, Florida	$0	-$818K	–	Closed
1132	PSI Pinnacle Summer Investments Fairfax, Virginia	$0	-$7K	–	Closed
1133	PVH Psagot Value Holdings Tel Aviv, Israel	$0	-$1.83M	–	Closed
1134	RC Randolph Company Cincinnati, Ohio	$0	-$5.46M	–	Closed
1135	RIM Ranger Investment Management Dallas, Texas	$0	-$245K	–	Closed
1136	Rathbones Group Liverpool, United Kingdom	$0	-$333K	–	Closed
1137	RAM Redmond Asset Management Henrico, Virginia	$0	-$723K	–	Closed
1138	RI Redwood Investments Boston, Massachusetts	$0	-$4K	–	Closed
1139	Rothschild & Co Asset Management US Stamford, Connecticut	$0	-$1.26M	–	Closed
1140	Samlyn Capital New York	$0	-$21.6M	–	Closed
1141	SIC Schwartz Investment Counsel Plymouth, Michigan	$0	-$9.98M	–	Closed
1142	SCM Scout Capital Management New York	$0	-$62.8M	–	Closed
1143	Silvercrest Asset Management New York	$0	-$1.01M	–	Closed
1144	SCM Suffolk Capital Management New York	$0	-$11M	–	Closed
1145	TCM Texan Capital Management Houston, Texas	$0	-$323K	–	Closed
1146	TCCM Timber Creek Capital Management Boston, Massachusetts	$0	-$2K	–	Closed
1147	TC TradeLink Capital Chicago, Illinois	$0	-$40K	–	Closed
1148	TF Trutina Financial Bellevue, Washington	$0	-$24K	–	Closed
1149	Twin Tree Management Dallas, Texas	$0	-$664K	–	Closed
1150	UIM Underhill Investment Management Greenbrae, California	$0	-$492K	–	Closed