← 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	SAC Capital Advisors Stamford, Connecticut	$0	-$7.14M	–	Closed
1127	SFP Santa Fe Partners Santa Fe, New Mexico	$0	-$1.63M	–	Closed
1128	SGH Schonfeld Group Holdings Jericho, New York	$0	-$534K	–	Closed
1129	SH SeaTown Holdings Singapore	$0	-$10.6M	–	Closed
1130	SCA Secor Capital Advisors New York	$0	-$727K	–	Closed
1131	SAM Sectoral Asset Management Montreal, Quebec, Canada	$0	-$601K	–	Closed
1132	SEC Seven Eight Capital New York	$0	-$227K	–	Closed
1133	SIM Spark Investment Management New York	$0	-$1.11M	–	Closed
1134	SP Steelhead Partners Seattle, Washington	$0	-$15.1M	–	Closed
1135	Sumitomo Life Insurance Tokyo, Japan	$0	-$1.69M	–	Closed
1136	TCB Texas Capital Bancshares Dallas, Texas	$0	-$347K	–	Closed
1137	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$0	-$209K	–	Closed
1138	TF Trutina Financial Bellevue, Washington	$0	-$24K	–	Closed
1139	TCM Twin Capital Management Mcmurray, Pennsylvania	$0	-$769K	–	Closed
1140	TS Twin Securities New York	$0	-$15.4M	–	Closed
1141	UR USCA RIA Houston, Texas	$0	-$780K	–	Closed
1142	WSA Wall Street Associates Lajolla, California	$0	-$370K	–	Closed
1143	WCM Waterstone Capital Management St. Louis Park, Minnesota	$0	-$9.38M	–	Closed
1144	YMRC Yorktown Management & Research Company Forest, Virginia	$0	-$202K	–	Closed
1145	ZCM Zebra Capital Management Stamford, Connecticut	$0	-$459K	–	Closed