← 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
1951	PM Prosight Management Dallas, Texas	$0	-$7.94M	–	Closed
1952	PP Prospector Partners Guilford, Connecticut	$0	-$2.6M	–	Closed
1953	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$0	-$19M	–	Closed
1954	QC QCM Cayman Houston, Texas	$0	-$214K	–	Closed
1955	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$0	-$212K	–	Closed
1956	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$787K	–	Closed
1957	Quilter Plc London, United Kingdom	$0	-$1.79M	–	Closed
1958	RFA Register Financial Advisors Atlanta, Georgia	$0	-$67	–	Closed
1959	RG Renaissance Group Covington, Kentucky	$0	-$201K	–	Closed
1960	RCYC Richard C. Young & Co Newport, Rhode Island	$0	-$5.85M	–	Closed
1961	RTC Riverview Trust Company Vancouver, Washington	$0	-$105K	–	Closed
1962	RNC Capital Management Los Angeles, California	$0	-$320K	–	Closed
1963	Rubric Capital Management (New York) New York	$0	-$17.8M	–	Closed
1964	RW RVW Wealth Los Angeles, California	$0	-$11.9K	–	Closed
1965	RWA Wealth Partners Newton, Massachusetts	$0	-$509K	–	Closed
1966	SM Sabby Management Miami Beach, Florida	$0	-$44.9K	–	Closed
1967	SGCM Sand Grove Capital Management London, United Kingdom	$0	-$6.15M	–	Closed
1968	Scout Investments Kansas City, Missouri	$0	-$8.76M	–	Closed
1969	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$0	-$657K	–	Closed
1970	Sigma Planning Corp Ann Arbor, Michigan	$0	-$279K	–	Closed
1971	SCM Silvant Capital Management Atlanta, Georgia	$0	-$1.39M	–	Closed
1972	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$0	-$282K	–	Closed
1973	SNS Financial Group Minneapolis, Minnesota	$0	-$586K	–	Closed
1974	Snyder Capital Management San Francisco, California	$0	-$39.5M	–	Closed
1975	Soleus Capital Management Greenwich, Connecticut	$0	-$7.06M	–	Closed