← 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	PCM Palestra Capital Management New York	$0	-$115M	–	Closed
1927	PM Parametrica Management Wanchai, Hong Kong	$0	-$19.5K	–	Closed
1928	PHP Parkman Healthcare Partners Stamford, Connecticut	$0	-$17.4M	–	Closed
1929	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$0	-$504K	–	Closed
1930	PHS PFM Health Sciences San Francisco, California	$0	-$7.21M	–	Closed
1931	PCM Poehling Capital Management Madison, Wisconsin	$0	-$75.2K	–	Closed
1932	PCMH Polymer Capital Management (HK) Hong Kong	$0	-$396K	–	Closed
1933	PC Prairiewood Capital Fargo, North Dakota	$0	-$276K	–	Closed
1934	PVH Psagot Value Holdings Tel Aviv, Israel	$0	-$2K	–	Closed
1935	PVI Pura Vida Investments New York	$0	-$2.84M	–	Closed
1936	Rathbones Group Liverpool, United Kingdom	$0	-$244K	–	Closed
1937	RWA Redmont Wealth Advisors Chicago, Illinois	$0	-$32K	–	Closed
1938	RA RiverPark Advisors New York	$0	-$166K	–	Closed
1939	RWA River Wealth Advisors Camp Hill, Pennsylvania	$0	-$258K	–	Closed
1940	Rokos Capital Management (UK) London, United Kingdom	$0	-$10.1M	–	Closed
1941	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$0	-$1.07M	–	Closed
1942	RC Rovin Capital Mesa, Arizona	$0	-$21.9M	–	Closed
1943	RP Rowlandmiller & Partners Atlanta, Georgia	$0	-$114K	–	Closed
1944	SageView Advisory Group Newport Beach, California	$0	-$1.22M	–	Closed
1945	SWM Seed Wealth Management Evanston, Illinois	$0	-$227K	–	Closed
1946	SWP ShoreHaven Wealth Partners Red Bank, New Jersey	$0	-$276K	–	Closed
1947	SG Sienna Gestion Paris, France	$0	-$5.13M	–	Closed
1948	SCM Sio Capital Management New York	$0	-$7.77M	–	Closed
1949	SCP Sivia Capital Partners Mill Valley, California	$0	-$220K	–	Closed
1950	SC SRB Corp Boston, Massachusetts	$0	-$716K	–	Closed