← 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
1851	PRC Pearl River Capital Niles, Michigan	$0	-$492K	0	–	Closed
1852	Phoenix Financial Givatayim, Israel	$0	-$646K	0	–	Closed
1853	PHK Point72 Hong Kong Hong Kong	$0	-$527K	0	–	Closed
1854	Polar Capital Holdings London, United Kingdom	$0	-$515K	0	–	Closed
1855	PFC Poplar Forest Capital Pasadena, California	$0	-$25.2M	0	–	Closed
1856	PCR Potrero Capital Research San Francisco, California	$0	-$465K	0	–	Closed
1857	PCM Prentice Capital Management Greenwich, Connecticut	$0	-$275K	0	–	Closed
1858	QC Quantedge Capital Singapore	$0	-$357K	0	–	Closed
1859	RP Regal Partners Sydney, NSW, Australia	$0	-$4.96M	0	–	Closed
1860	RP Repertoire Partners New York	$0	-$19K	0	–	Closed
1861	RCG Resource Consulting Group Orlando, Florida	$0	-$2.65M	0	–	Closed
1862	Ritholtz Wealth Management New York	$0	-$585K	0	–	Closed
1863	RBC Roble Belko & Company Sewickley, Pennsylvania	$0	$0	1	0%	Maintained
1864	SGA Sector Gamma AS Oslo, Norway	$0	-$151K	0	–	Closed
1865	SWM Selective Wealth Management Forest, Virginia	$0	-$1K	0	–	Closed
1866	SAM Selway Asset Management	$0	-$16K	0	–	Closed
1867	SM Senvest Management New York	$0	-$1.59M	0	–	Closed
1868	Sessa Capital New York	$0	-$73.8M	0	–	Closed
1869	SCM Silverarc Capital Management Boston, Massachusetts	$0	-$6.26M	0	–	Closed
1870	SB Simmons Bank Pine Bluff, Arkansas	$0	-$223K	0	–	Closed
1871	SFO Standard Family Office Sioux Falls, South Dakota	$0	-$63K	0	–	Closed
1872	SGA Strategic Global Advisors Newport Beach, California	$0	-$894K	0	–	Closed
1873	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$0	$0	1	0%	Maintained
1874	SIM Studio Investment Management Chicago, Illinois	$0	-$288	0	–	Closed
1875	SI Symmetry Investments St Helier, Jersey	$0	-$986K	0	–	Closed