← 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
1151	NG NatWest Group Edinburgh, Scotland, United Kingdom	$0	-$7.22M	0	–	Closed
1152	New York Life Investment Management New York	$0	-$690K	0	–	Closed
1153	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$0	-$1.32M	0	–	Closed
1154	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$0	-$3K	0	–	Closed
1155	NCM Numina Capital Management New York	$0	-$11.5M	0	–	Closed
1156	Old Mission Capital Chicago, Illinois	$0	-$3.5M	0	–	Closed
1157	OIM Opus Investment Management Worcester, Massachusetts	$0	-$405K	0	–	Closed
1158	PWAM Park West Asset Management San Francisco, California	$0	-$23.2M	0	–	Closed
1159	Pathstone Family Office Englewood, New Jersey	$0	-$12K	0	–	Closed
1160	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$0	-$533K	0	–	Closed
1161	PC Pecaut & Co Sioux City, Iowa	$0	-$231K	0	–	Closed
1162	POA Pergamon Offshore Advisors New York	$0	-$319K	0	–	Closed
1163	PIA Piedmont Investment Advisors Durham, North Carolina	$0	-$1.38M	0	–	Closed
1164	PSC Piper Sandler & Co Minneapolis, Minnesota	$0	-$160K	0	–	Closed
1165	PC Pomelo Capital New York	$0	-$15.2M	0	–	Closed
1166	QCMC Quantum Capital Management (California) San Francisco, California	$0	-$1.15M	0	–	Closed
1167	RIA Regal Investment Advisors Kentwood, Michigan	$0	-$281K	0	–	Closed
1168	RAM Riggs Asset Management Dallas, Pennsylvania	$0	$0	1	0%	Maintained
1169	RSCM Rock Springs Capital Management Baltimore, Maryland	$0	-$8.83M	0	–	Closed
1170	RB Rodgers Brothers Harmony, Pennsylvania	$0	-$1.87M	0	–	Closed
1171	RAM RWC Asset Management London, United Kingdom	$0	-$147K	0	–	Closed
1172	SGH Schonfeld Group Holdings Jericho, New York	$0	-$294K	0	–	Closed
1173	SIG Schooner Investment Group Wayne, Pennsylvania	$0	-$349K	0	–	Closed
1174	Soroban Capital Partners New York	$0	-$115M	0	–	Closed
1175	Swiss Life Asset Management Zurich,	$0	-$413K	0	–	Closed