← 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
1126	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$0	-$4.5M	0	–	Closed
1127	MVM McClain Value Management New Canaan, Connecticut	$0	-$227K	0	–	Closed
1128	MUS Mitsubishi UFJ Securities Tokyo, Japan	$0	-$873	1	0%	Reduced
1129	MC Moors & Cabot Boston, Massachusetts	$0	-$628K	0	–	Closed
1130	NPC National Planning Corporation El Segundo, California	$0	-$239K	0	–	Closed
1131	ORIO Old Republic International (ORI) Chicago, Illinois	$0	-$21.6M	0	–	Closed
1132	OppenheimerFunds New York	$0	-$23.1M	0	–	Closed
1133	OPCM Osborne Partners Capital Management San Francisco, California	$0	-$1.23M	0	–	Closed
1134	PAM Paradigm Asset Management New York	$0	-$461K	0	–	Closed
1135	PIM Partner Investment Management San Francisco, California	$0	-$245K	0	–	Closed
1136	PIA Peachtree Investment Advisors Atlanta, Georgia	$0	-$116K	0	–	Closed
1137	PHS PFM Health Sciences San Francisco, California	$0	-$15.6M	0	–	Closed
1138	QAM Quantres Asset Management Cayman, Cayman Islands	$0	-$326K	0	–	Closed
1139	RG Redmile Group San Francisco, California	$0	-$11.1M	0	–	Closed
1140	RAM Riggs Asset Management Dallas, Pennsylvania	$0	-$483	1	0%	Reduced
1141	RJA Robshaw & Julian Associates Williamsville, New York	$0	-$708K	0	–	Closed
1142	R RQSI Nassau, Bahamas	$0	-$926K	0	–	Closed
1143	SFP Santa Fe Partners Santa Fe, New Mexico	$0	-$6.84M	0	–	Closed
1144	SCP Scoria Capital Partners Stamford, Connecticut	$0	-$109K	0	–	Closed
1145	SCA Secor Capital Advisors New York	$0	-$707K	0	–	Closed
1146	SI Sensato Investors San Francisco, California	$0	-$8.09M	0	–	Closed
1147	SCM SG Capital Management Chicago, Illinois	$0	-$364K	0	–	Closed
1148	SMC Smith, Moore & Co Clayton, Missouri	$0	-$342K	0	–	Closed
1149	Soros Fund Management New York	$0	-$108M	0	–	Closed
1150	SGC South Georgia Capital Naperville, Illinois	$0	-$39K	0	–	Closed