← 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
1726	MIM Monashee Investment Management Boston, Massachusetts	$0	-$306K	–	Closed
1727	MLM Mount Lucas Management Newtown, Pennsylvania	$0	-$7.84M	–	Closed
1728	NFG Nations Financial Group Cedar Rapids, Iowa	$0	-$582K	–	Closed
1729	NR Newfound Research Wellesley Hills, Massachusetts	$0	-$69K	–	Closed
1730	NSCM New South Capital Management Memphis, Tennessee	$0	-$50M	–	Closed
1731	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$0	-$988K	–	Closed
1732	OPWM Oakwell Private Wealth Management Austin, Texas	$0	-$384K	–	Closed
1733	P Paradiem Covington, Louisiana	$0	-$3.02M	–	Closed
1734	PM Parametrica Management Wanchai, Hong Kong	$0	-$245K	–	Closed
1735	PR Payden & Rygel Los Angeles, California	$0	-$18.7M	–	Closed
1736	Pendal Group Sydney, Australia	$0	-$176K	–	Closed
1737	PFM Premier Fund Managers Guildford, United Kingdom	$0	-$10.1M	–	Closed
1738	Prudential plc London, England, United Kingdom	$0	-$1.05M	–	Closed
1739	PVH Psagot Value Holdings Tel Aviv, Israel	$0	-$68K	–	Closed
1740	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$1.95M	–	Closed
1741	RCA Ranch Capital Advisors Sarasota, Florida	$0	-$17K	–	Closed
1742	RE RBC Europe London, United Kingdom	$0	-$31.7K	–	Closed
1743	RTL Red Tortoise LLC Atlanta, Georgia	$0	-$3K	–	Closed
1744	RA Resolute Advisors San Francisco, California	$0	-$5K	–	Closed
1745	RB Rodgers Brothers Harmony, Pennsylvania	$0	-$212K	–	Closed
1746	Rokos Capital Management (UK) London, United Kingdom	$0	-$8.51M	–	Closed
1747	RTS Round Table Services Westfield, New Jersey	$0	-$420K	–	Closed
1748	RIA RPG Investment Advisory Pleasanton, California	$0	-$3K	–	Closed
1749	SM Sciencast Management Princeton, New Jersey	$0	-$1.81M	–	Closed
1750	SCM Segantii Capital Management Hong Kong	$0	-$12.2M	–	Closed