← 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
1251	MTB Mizuho Trust & Banking Tokyo, Japan	$0	-$65.9M	0	–	Closed
1252	NYLT New York Life Trust New York	$0	-$28K	0	–	Closed
1253	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$2.21M	0	–	Closed
1254	NCM Numina Capital Management New York	$0	-$15.5M	0	–	Closed
1255	PIM Partner Investment Management San Francisco, California	$0	-$703K	0	–	Closed
1256	Perceptive Advisors New York	$0	+$187	1	0%	New
1257	PHS PFM Health Sciences San Francisco, California	$0	-$40.1M	0	–	Closed
1258	Picton Mahoney Asset Management Toronto, Ontario, Canada	$0	-$11.7M	0	–	Closed
1259	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$0	-$314K	0	–	Closed
1260	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$3.73M	0	–	Closed
1261	QI Qualcomm Inc San Diego, California	$0	-$12.8M	0	–	Closed
1262	Quantbot Technologies New York	$0	-$1.09M	0	–	Closed
1263	RCYC Richard C. Young & Co Newport, Rhode Island	$0	-$654K	0	–	Closed
1264	RWA Ropes Wealth Advisors Boston, Massachusetts	$0	-$24K	0	–	Closed
1265	SM Sciencast Management Princeton, New Jersey	$0	-$203K	0	–	Closed
1266	SBA Seven Bridges Advisors New York	$0	-$203K	0	–	Closed
1267	SIC Shoker Investment Counsel Oxford, Ohio	$0	-$431K	0	–	Closed
1268	SignatureFD Atlanta, Georgia	$0	-$205K	0	–	Closed
1269	SAM Solaris Asset Management New York	$0	-$7K	0	–	Closed
1270	Stratos Wealth Partners Beachwood, Ohio	$0	-$740K	0	–	Closed
1271	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$0	-$127K	0	–	Closed
1272	TCM Tekla Capital Management Boston, Massachusetts	$0	-$10.6M	0	–	Closed
1273	TC Telemus Capital Southfield, Michigan	$0	-$266K	0	–	Closed
1274	TC TFS Capital West Chester, Pennsylvania	$0	-$3.07M	0	–	Closed
1275	TP Thunderbird Partners London, United Kingdom	$0	-$42.8M	0	–	Closed