← 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
1151	LCS Levin Capital Strategies New York	$0	-$13.7M	–	Closed
1152	LS Lupo Securities Chicago, Illinois	$0	-$3.77K	–	Closed
1153	MCM Marathon Capital Management Hunt Valley, Maryland	$0	-$37K	–	Closed
1154	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$0	-$271K	–	Closed
1155	MFS McNamara Financial Services Marshfield, Massachusetts	$0	-$1K	–	Closed
1156	Montag & Associates Atlanta, Georgia	$0	-$2.03M	–	Closed
1157	NV Nair Vinay	$0	-$306K	–	Closed
1158	NYLT New York Life Trust New York	$0	-$37K	–	Closed
1159	NTC North Tide Capital Boston, Massachusetts	$0	-$42.2M	–	Closed
1160	PFG Pacific Financial Group Bellevue, Washington	$0	-$4K	–	Closed
1161	PC Palo Capital Newport Beach, California	$0	-$604K	–	Closed
1162	PCM Palouse Capital Management Spokane, Washington	$0	-$2.67M	–	Closed
1163	PI Panthera Investment Frankfurt, Germany	$0	-$1.56M	–	Closed
1164	PHK Point72 Hong Kong Hong Kong	$0	-$128K	–	Closed
1165	PAM Princeton Alpha Management Princeton Junction, New Jersey	$0	-$277K	–	Closed
1166	PVI Pura Vida Investments New York	$0	-$8.01M	–	Closed
1167	QI Quotient Investors New York	$0	-$238K	–	Closed
1168	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$0	-$708K	–	Closed
1169	SGA Sector Gamma AS Oslo, Norway	$0	-$8.09M	–	Closed
1170	ST Somerset Trust Somerset, Pennsylvania	$0	-$18K	–	Closed
1171	Squarepoint New York	$0	-$629K	–	Closed
1172	State of Alaska Department of Revenue Juneau, Alaska	$0	-$497K	–	Closed
1173	SCM Sterneck Capital Management Kansas City, Missouri	$0	-$208K	–	Closed
1174	Stonehage Fleming Financial Services St. Helier, Jersey	$0	-$206K	–	Closed
1175	SRAM Stone Ridge Asset Management New York	$0	-$200K	–	Closed