← 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	MCM McKinley Capital Management Anchorage, Alaska	$0	-$2.92M	–	Closed
1127	MM Midas Management New York	$0	-$1.78M	–	Closed
1128	Mirae Asset Global Investments Seoul, South Korea	$0	-$834K	–	Closed
1129	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$0	-$462K	–	Closed
1130	MPAM Monarch Partners Asset Management Boston, Massachusetts	$0	-$1.43M	–	Closed
1131	MLM Mount Lucas Management Newtown, Pennsylvania	$0	-$2.85M	–	Closed
1132	NCM Nelson Capital Management Menlo Park, California	$0	-$2K	–	Closed
1133	NPF Norris Perne & French Grand Rapids, Michigan	$0	-$225K	–	Closed
1134	OL Orbitronix LP Newport Beach, California	$0	-$267K	–	Closed
1135	O'Shaughnessy Asset Management Stamford, Connecticut	$0	-$260K	–	Closed
1136	PL Parkwood LLC Cleveland, Ohio	$0	-$390K	–	Closed
1137	PIP Permian Investment Partners Dallas, Texas	$0	-$9.36M	–	Closed
1138	Perpetual Ltd Sydney, New South Wales, Australia	$0	-$1.73M	–	Closed
1139	PFC Phocas Financial Corp Alameda, California	$0	-$5.99M	–	Closed
1140	Picton Mahoney Asset Management Toronto, Ontario, Canada	$0	-$47K	–	Closed
1141	PIA Piedmont Investment Advisors Durham, North Carolina	$0	-$21.1M	–	Closed
1142	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$2.63M	–	Closed
1143	Polar Capital London, United Kingdom	$0	-$14.3M	–	Closed
1144	PWAG Polaris Wealth Advisory Group San Rafael, California	$0	-$1.86M	–	Closed
1145	RIM Rainier Investment Management Seattle, Washington	$0	-$26.4M	–	Closed
1146	RCM Ratan Capital Management Miami Beach, Florida	$0	-$19.1M	–	Closed
1147	RCM Reynolds Capital Management Las Vegas, Nevada	$0	-$244K	–	Closed
1148	RCM Rotella Capital Management Bellevue, Washington	$0	-$375K	–	Closed
1149	Salem Investment Counselors Winston Salem, North Carolina	$0	-$1.35M	–	Closed
1150	SCM Sandler Capital Management New York	$0	-$6.22M	–	Closed