← 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	% of Portfolio	Status
1551	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$0	-$18K	–	Closed
1552	PGEBT Pactiv General Employee Benefit Trust Lake Forest, Illinois	$0	-$23M	–	Closed
1553	PHS Pekin Hardy Strauss Chicago, Illinois	$0	-$3K	–	Closed
1554	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$0	-$216K	–	Closed
1555	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$221K	–	Closed
1556	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$0	-$348K	–	Closed
1557	PAG Private Advisory Group Redmond, Washington	$0	-$432K	–	Closed
1558	PM Prosight Management Dallas, Texas	$0	-$469K	–	Closed
1559	PWM Provident Wealth Management Brentwood, Tennessee	$0	-$36K	–	Closed
1560	PVH Psagot Value Holdings Tel Aviv, Israel	$0	-$77K	–	Closed
1561	RIM Rampart Investment Management Hartford, Connecticut	$0	-$297K	–	Closed
1562	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$0	-$176K	–	Closed
1563	SCM SG Capital Management Chicago, Illinois	$0	-$3.53M	–	Closed
1564	SFM Signet Financial Management Parsippany, New Jersey	$0	-$23K	–	Closed
1565	SAM Sompo Asset Management Tokyo, Japan	$0	-$1.39M	–	Closed
1566	SCA Southpoint Capital Advisors New York	$0	-$71.6M	–	Closed
1567	SCM Steadfast Capital Management New York	$0	-$10.9M	–	Closed
1568	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$0	-$7K	–	Closed
1569	SSG Summit Securities Group New York	$0	-$1.54M	–	Closed
1570	SWM SVA Wealth Management Madison, Wisconsin	$0	-$234K	–	Closed
1571	TA Tamarack Advisers Carlsbad, California	$0	-$6.65M	–	Closed
1572	VCA Verdence Capital Advisors Hunt Valley, Maryland	$0	-$249K	–	Closed
1573	VI Versor Investments New York	$0	-$1.13M	–	Closed
1574	WCG Weaver Consulting Group Huntington Beach, California	$0	-$44K	–	Closed
1575	WC Wexford Capital West Palm Beach, Florida	$0	-$1.35M	–	Closed