← 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	LPC Loeb Partners Corp New York	$0	-$710K	–	Closed
1127	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$3.18M	–	Closed
1128	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$0	-$253K	–	Closed
1129	MACM March Altus Capital Management Greenwich, Connecticut	$0	-$4.3M	–	Closed
1130	Marshall Wace London, United Kingdom	$0	-$1.13M	–	Closed
1131	MHS M Holdings Securities Portland, Oregon	$0	-$22K	–	Closed
1132	MVP Miller Value Partners Sarasota, Florida	$0	-$784K	–	Closed
1133	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$2.56M	–	Closed
1134	NI Nuance Investments Kansas City, Missouri	$0	-$15.2M	–	Closed
1135	OFM Okumus Fund Management Grand Cayman, Cayman Islands	$0	-$85.6M	–	Closed
1136	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$3.95M	–	Closed
1137	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$0	-$2.14M	–	Closed
1138	PC Passport Capital San Francisco, California	$0	-$203K	–	Closed
1139	PCP Perimeter Capital Partners Atlanta, Georgia	$0	-$278K	–	Closed
1140	PCM Perritt Capital Management Chicago, Illinois	$0	-$424K	–	Closed
1141	PC Perry Capital New York	$0	-$244M	–	Closed
1142	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$925K	–	Closed
1143	Rafferty Asset Management New York	$0	-$382K	–	Closed
1144	RCM Raptor Capital Management Boston, Massachusetts	$0	-$6.7M	–	Closed
1145	RCM Ratan Capital Management Miami Beach, Florida	$0	-$9.08M	–	Closed
1146	RG Renaissance Group Covington, Kentucky	$0	-$9.54M	–	Closed
1147	RCM Rotella Capital Management Bellevue, Washington	$0	-$607K	–	Closed
1148	Saba Capital Management New York	$0	-$900K	–	Closed
1149	SFP Santa Fe Partners Santa Fe, New Mexico	$0	-$1.02M	–	Closed
1150	SCA Secor Capital Advisors New York	$0	-$401K	–	Closed