← 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
1226	MDSL M.D. Sass LLC New York	$0	-$3.7M	–	Closed
1227	MCG Meru Capital Group New York	$0	-$17.8M	–	Closed
1228	MUS Mitsubishi UFJ Securities Tokyo, Japan	$0	-$1K	–	Closed
1229	Moore Capital Management New York	$0	-$1.59M	–	Closed
1230	MLM Mount Lucas Management Newtown, Pennsylvania	$0	-$160K	–	Closed
1231	NPC National Planning Corporation El Segundo, California	$0	-$219K	–	Closed
1232	NMC Nine Masts Capital Central, Hong Kong	$0	-$2.61M	–	Closed
1233	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$0	-$442K	–	Closed
1234	Old Mission Capital Chicago, Illinois	$0	-$2.2M	–	Closed
1235	Park National Corp Newark, Ohio	$0	-$509K	–	Closed
1236	PIM Partner Investment Management San Francisco, California	$0	-$552K	–	Closed
1237	PC Passport Capital San Francisco, California	$0	-$635K	–	Closed
1238	PAA Peregrine Asset Advisers Portland, Oregon	$0	-$7.04M	–	Closed
1239	PHS PFM Health Sciences San Francisco, California	$0	-$26.3M	–	Closed
1240	PCM Portolan Capital Management Boston, Massachusetts	$0	-$3.76M	–	Closed
1241	PAM Princeton Alpha Management Princeton Junction, New Jersey	$0	-$864K	–	Closed
1242	Prospera Financial Services Dallas, Texas	$0	-$490K	–	Closed
1243	QC QCM Cayman Houston, Texas	$0	-$236K	–	Closed
1244	Rafferty Asset Management New York	$0	-$2.57M	–	Closed
1245	RQS Ramsey Quantitative Systems Louisville, Kentucky	$0	-$483K	–	Closed
1246	RCM Ratan Capital Management Miami Beach, Florida	$0	-$13M	–	Closed
1247	Robeco Schweiz Zurich, Switzerland	$0	-$2.35M	–	Closed
1248	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$0	-$1.25M	–	Closed
1249	SCA Salient Capital Advisors Houston, Texas	$0	-$299K	–	Closed
1250	SGH Sivik Global Healthcare Greenwich, Connecticut	$0	-$1.53M	–	Closed