← 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	OBGC O'Brien Greene & Co Media, Pennsylvania	$0	-$107K	0	–	Closed
1477	OFG OmniStar Financial Group Wilmington, North Carolina	$0	-$11K	0	–	Closed
1478	OCM Osterweis Capital Management San Francisco, California	$0	-$2.94M	0	–	Closed
1479	OCAM Owl Creek Asset Management New York	$0	-$1.02M	0	–	Closed
1480	PM Parametrica Management Wanchai, Hong Kong	$0	-$641K	0	–	Closed
1481	PHP Parkman Healthcare Partners Stamford, Connecticut	$0	-$1.21M	0	–	Closed
1482	PC Periscope Capital Toronto, Ontario, Canada	$0	-$4.1M	0	–	Closed
1483	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$0	-$2.23M	0	–	Closed
1484	PIA Piedmont Investment Advisors Durham, North Carolina	$0	-$2.94M	0	–	Closed
1485	POIA Pin Oak Investment Advisors Houston, Texas	$0	-$11K	0	–	Closed
1486	PMFA Plante Moran Financial Advisors Southfield, Michigan	$0	-$5K	0	–	Closed
1487	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$14.1M	0	–	Closed
1488	Prime Capital Investment Advisors Overland Park, Kansas	$0	-$53K	1	0%	Reduced
1489	QAM QCI Asset Management Pittsford, New York	$0	-$9K	0	–	Closed
1490	Quadrature Capital London, United Kingdom	$0	-$2.69M	0	–	Closed
1491	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$4.59M	0	–	Closed
1492	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$0	-$5.18M	0	–	Closed
1493	RP Rice Partnership Honolulu, Hawaii	$0	-$251K	0	–	Closed
1494	RAM Riggs Asset Management Dallas, Pennsylvania	$0	+$275	1	0%	New
1495	Robeco Schweiz Zurich, Switzerland	$0	-$497K	0	–	Closed
1496	RFM Royal Fund Management Lady Lake, Florida	$0	-$79K	0	–	Closed
1497	Saba Capital Management New York	$0	-$2.75M	0	–	Closed
1498	SRCM Sage Rock Capital Management New York	$0	-$3.32M	0	–	Closed
1499	SL Salomon & Ludwin Richmond, Virginia	$0	-$16K	0	–	Closed
1500	SMH Sanders Morris Harris Houston, Texas	$0	-$2.93M	0	–	Closed