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 | |
|---|---|---|---|---|---|---|---|
| 1101 |
UAM
UAS Asset Management
New York
| $0 | -$706K | 0 | – | Closed |
|
| 1102 |
United Capital Financial Advisors
Irving,
Texas
| $0 | -$2.3M | 0 | – | Closed |
|
| 1103 |
VF
Virtu Financial
New York
| $0 | -$1.16M | 0 | – | Closed |
|
| 1104 |
VFS
VSR Financial Services
Overland Park,
Kansas
| $0 | -$271K | 0 | – | Closed |
|
| 1105 |
WA
Westport Advisers
Westport,
Connecticut
| $0 | -$5.98M | 0 | – | Closed |
|
| 1106 |
WKA
Wilson Kemp & Associates
Birmingham,
Michigan
| $0 | -$348K | 0 | – | Closed |
|
| 1107 |
WG
Winchester Group
New York
| $0 | -$2.83M | 0 | – | Closed |
|
| 1108 |
WP
WMS Partners
Towson,
Maryland
| $0 | -$494K | 0 | – | Closed |
|
| 1109 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
| $0 | -$227K | 0 | – | Closed |
|