← 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
1751	PP Paloma Partners Greenwich, Connecticut	$0	-$882K	0	–	Closed
1752	PCM Palouse Capital Management Spokane, Washington	$0	-$205K	0	–	Closed
1753	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$0	-$28K	0	–	Closed
1754	PDM Penn Davis McFarland Dallas, Texas	$0	-$204K	0	–	Closed
1755	Penserra Capital Management Orinda, California	$0	-$187K	0	–	Closed
1756	PHAM Portland Hill Asset Management London, United Kingdom	$0	-$7K	0	–	Closed
1757	PM Prosight Management Dallas, Texas	$0	-$329K	0	–	Closed
1758	PCA Providence Capital Advisors Charlotte, North Carolina	$0	$0	1	0%	Maintained
1759	RFG Range Financial Group Tigard, Oregon	$0	-$1.4M	0	–	Closed
1760	RAM Rempart Asset Management Montreal, Canada	$0	-$286K	0	–	Closed
1761	RB Renasant Bank Tupelo, Mississippi	$0	-$210K	0	–	Closed
1762	RHBC R.H. Bluestein & Co Birmingham, Michigan	$0	-$224K	0	–	Closed
1763	RAM Riggs Asset Management Dallas, Pennsylvania	$0	-$6K	0	–	Closed
1764	RP Riverwater Partners Milwaukee, Wisconsin	$0	-$249K	0	–	Closed
1765	RBC Roble Belko & Company Sewickley, Pennsylvania	$0	$0	1	0%	Maintained
1766	RIM Rockbridge Investment Management Syracuse, New York	$0	-$11.8K	0	–	Closed
1767	RC Roubaix Capital Denver, Colorado	$0	-$2.87M	0	–	Closed
1768	RTW Investments New York	$0	-$942K	0	–	Closed
1769	Ruffer LLP London, United Kingdom	$0	-$1.2M	0	–	Closed
1770	Saba Capital Management New York	$0	-$863K	0	–	Closed
1771	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$0	-$28K	0	–	Closed
1772	Samlyn Capital New York	$0	-$30.8M	0	–	Closed
1773	Savant Capital Rockford, Illinois	$0	-$210K	0	–	Closed
1774	SCM Segantii Capital Management Hong Kong	$0	-$11K	0	–	Closed
1775	SN Sittner & Nelson Eugene, Oregon	$0	$0	1	0%	Maintained