← 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
2051	RTW Investments New York	$0	-$7.25M	–	Closed
2052	RCA Runnymede Capital Advisors Dublin, Ohio	$0	-$1.17M	–	Closed
2053	SageView Advisory Group Newport Beach, California	$0	-$203K	–	Closed
2054	Saturna Capital Bellingham, Washington	$0	-$1.93M	–	Closed
2055	SFCM Savoir Faire Capital Management Norwalk, Connecticut	$0	-$1.71M	–	Closed
2056	Sculptor Capital New York	$0	-$867K	–	Closed
2057	SIM Sentry Investment Management Stevens Point, Wisconsin	$0	-$138K	–	Closed
2058	Shelton Capital Management Denver, Colorado	$0	-$2.74M	–	Closed
2059	SCA Sippican Capital Advisors Boston, Massachusetts	$0	-$377K	–	Closed
2060	SM Skaana Management Brooklyn, New York	$0	-$159K	–	Closed
2061	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$0	-$34.5M	–	Closed
2062	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$0	-$272K	–	Closed
2063	SAMC Spectrum Asset Management (California) Newport Beach, California	$0	-$452K	–	Closed
2064	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$0	-$10.1M	–	Closed
2065	SWK Stephen W. Kidder	$0	-$224K	–	Closed
2066	SCM Stonehill Capital Management New York	$0	-$959K	–	Closed
2067	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$0	-$5.07M	–	Closed
2068	SA Sylvest Advisors Dallas, Texas	$0	-$380K	–	Closed
2069	TC T3 Companies New York	$0	-$235K	–	Closed
2070	TAM Tabor Asset Management New York	$0	-$2.75M	–	Closed
2071	TCTC Holdings Dallas, Texas	$0	-$16.2K	–	Closed
2072	TIAAOA Teachers Insurance & Annuity Association of America New York	$0	-$3.48K	–	Closed
2073	TA Tectonic Advisors Frisco, Texas	$0	-$619K	–	Closed
2074	TWC The Woodbridge Company Toronto, Ontario, Canada	$0	-$327K	–	Closed
2075	Thornburg Investment Management Santa Fe, New Mexico	$0	-$2.32M	–	Closed