← 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
1301	PM Parametrica Management Wanchai, Hong Kong	$0	-$482K	0	–	Closed
1302	PCM Pennant Capital Management Summit, New Jersey	$0	-$10.8M	0	–	Closed
1303	Picton Mahoney Asset Management Toronto, Ontario, Canada	$0	-$88K	0	–	Closed
1304	PC Pier Capital Stamford, Connecticut	$0	-$5.53M	0	–	Closed
1305	PE Point72 Europe London, United Kingdom	$0	-$1.69M	0	–	Closed
1306	PV Private Vista Chicago, Illinois	$0	-$366K	0	–	Closed
1307	QC QCM Cayman Houston, Texas	$0	-$324K	0	–	Closed
1308	QAM Quantres Asset Management Cayman, Cayman Islands	$0	-$377K	0	–	Closed
1309	QOP Quinn Opportunity Partners Charlottesville, Virginia	$0	-$1.7M	0	–	Closed
1310	RCA Rex Capital Advisors Providence, Rhode Island	$0	-$869K	0	–	Closed
1311	RIA RPG Investment Advisory Pleasanton, California	$0	$0	0	–	Closed
1312	Sageworth Trust Lancaster, Pennsylvania	$0	+$248	1	0%	New
1313	SAM Sandell Asset Management New York	$0	-$13.5M	0	–	Closed
1314	SIA SeaBridge Investment Advisors Summit, New Jersey	$0	-$12K	0	–	Closed
1315	SAM Sentinel Asset Management Montpelier, Vermont	$0	-$14.9M	0	–	Closed
1316	SAM Shikiar Asset Management New York	$0	-$244K	0	–	Closed
1317	SI SII Investments Appleton, Wisconsin	$0	-$457K	0	–	Closed
1318	Silvercrest Asset Management New York	$0	-$427K	0	–	Closed
1319	SC Skylands Capital Milwaukee, Wisconsin	$0	-$490K	0	–	Closed
1320	Soros Fund Management New York	$0	-$13.2M	0	–	Closed
1321	SIS Sound Income Strategies Ft Lauderdale, Florida	$0	+$165	1	0%	New
1322	SC SRB Corp Boston, Massachusetts	$0	-$173K	0	–	Closed
1323	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$218K	0	–	Closed
1324	TCM TD Capital Management Memphis, Tennessee	$0	-$4K	0	–	Closed
1325	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$0	-$391K	0	–	Closed