← 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
1326	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$0	-$292K	0	–	Closed
1327	NAP New Amsterdam Partners New York	$0	-$1.34M	0	–	Closed
1328	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	0	–	Closed
1329	Nikko Asset Management Americas New York	$0	-$1.7M	0	–	Closed
1330	NAM North American Management Boston, Massachusetts	$0	-$602K	0	–	Closed
1331	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$4.11M	0	–	Closed
1332	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$0	-$2.26M	0	–	Closed
1333	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$0	-$2.38M	0	–	Closed
1334	OTC Opera Trading Capital Paris, France	$0	-$468K	0	–	Closed
1335	OCG Opus Capital Group Cincinnati, Ohio	$0	-$2.94M	0	–	Closed
1336	OCAM Owl Creek Asset Management New York	$0	-$51.4M	0	–	Closed
1337	PWM Paulson Wealth Management Wheaton, Illinois	$0	-$5K	0	–	Closed
1338	Point72 Asset Management Stamford, Connecticut	$0	-$27.3M	0	–	Closed
1339	PointState Capital New York	$0	-$48.9M	0	–	Closed
1340	RAM Riggs Asset Management Dallas, Pennsylvania	$0	-$26	1	0%	Reduced
1341	RPC Rossmore Private Capital Glastonbury, Connecticut	$0	-$3.68K	0	–	Closed
1342	RC Roundview Capital Princeton, New Jersey	$0	-$420K	0	–	Closed
1343	Ruane, Cunniff & Goldfarb New York	$0	-$535K	0	–	Closed
1344	Sageworth Trust Lancaster, Pennsylvania	$0	$0	0	–	Closed
1345	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$0	-$15K	0	–	Closed
1346	Sculptor Capital New York	$0	-$21.6M	0	–	Closed
1347	SGA Sector Gamma AS Oslo, Norway	$0	-$6.26M	0	–	Closed
1348	SBA Seven Bridges Advisors New York	$0	-$318K	0	–	Closed
1349	SWMG Signature Wealth Management Group Atlanta, Georgia	$0	-$13K	1	0%	Reduced
1350	Simon Quick Advisors Morristown, New Jersey	$0	-$120K	0	–	Closed