← 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
1926	MM MQS Management New York	$0	-$160K	–	Closed
1927	NCM Narwhal Capital Management Marietta, Georgia	$0	-$1.88M	–	Closed
1928	NM Newtyn Management New York	$0	-$2.69M	–	Closed
1929	NAM Nexpoint Asset Management Dallas, Texas	$0	-$273K	–	Closed
1930	NIG NFJ Investment Group Dallas, Texas	$0	-$2.39M	–	Closed
1931	NL NKCFO LLC Geneva, Illinois	$0	-$863K	–	Closed
1932	NFG Norris Financial Group Greenville, South Carolina	$0	-$607K	–	Closed
1933	NIC Northwest Investment Counselors Lake Oswego, Oregon	$0	-$63.2K	–	Closed
1934	NL NVWM LLC Yardley, Pennsylvania	$0	-$11.1K	–	Closed
1935	OHIS Oak Harvest Investment Services Houston, Texas	$0	-$386K	–	Closed
1936	OAJ Ogorek Anthony Joseph Williamsville, New York	$0	$0	–	Closed
1937	PP Paloma Partners Greenwich, Connecticut	$0	-$205K	–	Closed
1938	PA Paragon Advisors College Station, Texas	$0	-$1.33M	–	Closed
1939	PFM Patton Fund Management Dallas, Texas	$0	-$1.75M	–	Closed
1940	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$0	-$67K	–	Closed
1941	PCM Penn Capital Management Philadelphia, Pennsylvania	$0	-$152K	–	Closed
1942	Pentwater Capital Management Naples, Florida	$0	-$30M	–	Closed
1943	PCTC Perkins Coie Trust Company Seattle, Washington	$0	-$189	–	Closed
1944	PFC Phocas Financial Corp Alameda, California	$0	-$4.81M	–	Closed
1945	PC Pier Capital Stamford, Connecticut	$0	-$3.48M	–	Closed
1946	PIA Pinion Investment Advisors Wichita, Kansas	$0	-$240K	–	Closed
1947	PE Platinum Equity Beverly Hills, California	$0	-$73.3M	–	Closed
1948	Polar Capital Holdings London, United Kingdom	$0	-$534K	–	Closed
1949	PSC Portman Square Capital London, United Kingdom	$0	-$3.46M	–	Closed
1950	PAG Private Advisory Group Redmond, Washington	$0	-$503K	–	Closed