← 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
1401	PFA Pathway Financial Advisors South Burlington, Vermont	$0	-$140K	0	–	Closed
1402	PCM Piermont Capital Management St. Louis, Missouri	$0	-$477K	0	–	Closed
1403	PCM Poehling Capital Management Madison, Wisconsin	$0	-$119K	0	–	Closed
1404	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$2.79M	0	–	Closed
1405	PGA Premia Global Advisors Coral Gables, Florida	$0	-$3K	0	–	Closed
1406	PCM Price Capital Management Lafayette, Louisiana	$0	-$703K	0	–	Closed
1407	PW Price Wealth Austin, Texas	$0	-$29K	0	–	Closed
1408	PL PWMCO LLC Chicago, Illinois	$0	-$247K	0	–	Closed
1409	RG Redmile Group San Francisco, California	$0	-$7.13M	0	–	Closed
1410	RAM Riggs Asset Management Dallas, Pennsylvania	$0	$0	1	0%	Maintained
1411	Ruffer LLP London, United Kingdom	$0	-$903K	0	–	Closed
1412	RWA Wealth Partners Newton, Massachusetts	$0	-$82K	0	–	Closed
1413	RAM RWC Asset Management London, United Kingdom	$0	-$6.85M	0	–	Closed
1414	SCA Secor Capital Advisors New York	$0	-$6.54M	0	–	Closed
1415	SAM Shamrock Asset Management Dallas, Texas	$0	-$40K	0	–	Closed
1416	SWMG Signature Wealth Management Group Atlanta, Georgia	$0	$0	1	0%	Maintained
1417	SAM Silphium Asset Management London, United Kingdom	$0	-$215K	0	–	Closed
1418	SCM Sio Capital Management New York	$0	-$1.25M	0	–	Closed
1419	SIS Sound Income Strategies Ft Lauderdale, Florida	$0	$0	2	0%	Maintained
1420	SCC Spring Creek Capital Wichita, Kansas	$0	-$1.89M	0	–	Closed
1421	SXL Summit X LLC Chesterfield, Missouri	$0	-$181K	0	–	Closed
1422	SAM Symphony Asset Management San Francisco, California	$0	-$1.47M	0	–	Closed
1423	TA Teton Advisors Rye, New York	$0	-$23K	0	–	Closed
1424	TCM Thames Capital Management Roseland, New Jersey	$0	-$4.28M	0	–	Closed
1425	TC Toews Corporation Northfield, New Jersey	$0	-$314K	0	–	Closed