← 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
1901	OAJ Ogorek Anthony Joseph Williamsville, New York	$0	+$58	1	0%	New
1902	Old Mission Capital Chicago, Illinois	$0	-$2.53M	0	–	Closed
1903	OR Olympiad Research Stamford, Connecticut	$0	-$635K	0	–	Closed
1904	OWA Opal Wealth Advisors Jericho, New York	$0	-$57.5K	0	–	Closed
1905	OC Optimas Capital Central, Hong Kong	$0	-$1.84M	0	–	Closed
1906	PCMU Paragon Capital Management (Utah) Provo, Utah	$0	-$1.43M	0	–	Closed
1907	PCM Parsifal Capital Management Greenwich, Connecticut	$0	-$61.1M	0	–	Closed
1908	PRC Pearl River Capital Niles, Michigan	$0	-$2.41M	0	–	Closed
1909	PCP Perbak Capital Partners London, United Kingdom	$0	-$402K	0	–	Closed
1910	POIA Pin Oak Investment Advisors Houston, Texas	$0	$0	1	0%	Maintained
1911	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$4.98M	0	–	Closed
1912	PAG Private Advisory Group Redmond, Washington	$0	-$823K	0	–	Closed
1913	PFMU Privium Fund Management (UK) London, United Kingdom	$0	-$686K	0	–	Closed
1914	PM Prosight Management Dallas, Texas	$0	-$1.87M	0	–	Closed
1915	PIM Pullen Investment Management Bradenton, Florida	$0	-$601K	0	–	Closed
1916	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$262K	0	–	Closed
1917	RFG REAP Financial Group Austin, Texas	$0	-$4.63K	0	–	Closed
1918	RWMG Redwood Wealth Management Group Medford, New Jersey	$0	-$4.41K	0	–	Closed
1919	RFA Register Financial Advisors Atlanta, Georgia	$0	-$16	0	–	Closed
1920	RFG RFP Financial Group Atlanta, Georgia	$0	-$19.9K	0	–	Closed
1921	RSWA Robinson Smith Wealth Advisors South Portland, Maine	$0	-$11.7K	0	–	Closed
1922	Saba Capital Management New York	$0	-$1.99M	0	–	Closed
1923	SM Sabby Management Miami Beach, Florida	$0	-$102K	0	–	Closed
1924	Sachem Head Capital Management New York	$0	-$58.7M	0	–	Closed
1925	SFCM Savoir Faire Capital Management Norwalk, Connecticut	$0	-$5.54M	0	–	Closed