← 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
1476	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$0	-$10K	0	–	Closed
1477	OCM Osterweis Capital Management San Francisco, California	$0	-$2.62M	0	–	Closed
1478	PP Palladium Partners Norfolk, Virginia	$0	-$251K	0	–	Closed
1479	Paradigm Capital Management Inc Albany, New York	$0	-$180K	0	–	Closed
1480	PIM Partner Investment Management San Francisco, California	$0	-$217K	0	–	Closed
1481	PHS PFM Health Sciences San Francisco, California	$0	-$21.4M	0	–	Closed
1482	PIM Platinum Investment Management Sydney Australia 2000, Australia	$0	-$5.65M	0	–	Closed
1483	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$3.94M	0	–	Closed
1484	QF QVT Financial New York	$0	-$4.17M	0	–	Closed
1485	RG Redmile Group San Francisco, California	$0	-$239K	0	–	Closed
1486	SI Sapience Investments Newport Beach, California	$0	-$2.33M	0	–	Closed
1487	Sequoia Financial Advisors Akron, Ohio	$0	-$683K	0	–	Closed
1488	SCM SkyTop Capital Management Rutherford, New Jersey	$0	-$6.56M	0	–	Closed
1489	SIS Sound Income Strategies Ft Lauderdale, Florida	$0	$0	3	0%	Maintained
1490	SC SRB Corp Boston, Massachusetts	$0	-$481K	0	–	Closed
1491	SCM Stadium Capital Management New Canaan, Connecticut	$0	-$12.2M	0	–	Closed
1492	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$0	-$874K	0	–	Closed
1493	SCM Stormborn Capital Management Greenwich, Connecticut	$0	-$8.53M	0	–	Closed
1494	SB Strategic Blueprint Atlanta, Georgia	$0	-$14K	0	–	Closed
1495	SWP Strategic Wealth Partners Independence, Ohio	$0	-$15	0	–	Closed
1496	SSG Summit Securities Group New York	$0	-$13M	0	–	Closed
1497	SS Sunbelt Securities Houston, Texas	$0	-$237K	0	–	Closed
1498	SAM Symphony Asset Management San Francisco, California	$0	-$593K	0	–	Closed
1499	TA Thor Advisors New York	$0	-$120K	0	–	Closed
1500	T TOBAM Paris, France	$0	-$2.07M	0	–	Closed