← 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
1151	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$0	-$35.6M	–	Closed
1152	SCM Sigma Capital Management Stamford, Connecticut	$0	-$11M	–	Closed
1153	SC Skylands Capital Milwaukee, Wisconsin	$0	-$247K	–	Closed
1154	SAM Strategy Asset Managers Pasadena, California	$0	-$2.65M	–	Closed
1155	SCM Stux Capital Management New York	$0	-$362K	–	Closed
1156	SSG Summit Securities Group New York	$0	-$20K	–	Closed
1157	TCM Telos Capital Management San Diego, California	$0	-$202K	–	Closed
1158	TC TFS Capital West Chester, Pennsylvania	$0	-$8.11M	–	Closed
1159	TAM Third Avenue Management New York	$0	-$5.44M	–	Closed
1160	TAL TIG Advisors LLC New York	$0	-$1.01M	–	Closed
1161	TCM Tiger Consumer Management New York	$0	-$31.5M	–	Closed
1162	TM TigerShark Management New York	$0	-$1.2M	–	Closed
1163	TI Turner Investments Berwyn, Pennsylvania	$0	-$4.13M	–	Closed
1164	UMB Bank Kansas City, Missouri	$0	-$263K	–	Closed
1165	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$0	-$115K	–	Closed
1166	VanEck Associates New York	$0	-$26.4M	–	Closed
1167	VC Vestor Capital Chicago, Illinois	$0	-$2.22M	–	Closed
1168	Voloridge Investment Management Jupiter, Florida	$0	-$4.78M	–	Closed
1169	WI Wafra Inc New York	$0	-$826K	–	Closed
1170	Washington Trust Westerly, Rhode Island	$0	-$539K	–	Closed
1171	WA WealthTrust Axiom Wayne, Pennsylvania	$0	-$201K	–	Closed
1172	WI WHV Investments San Francisco, California	$0	-$1.58M	–	Closed
1173	WCM Windsor Capital Management Phoenix, Arizona	$0	-$7K	–	Closed
1174	WCA Woodbine Capital Advisors New York	$0	-$944K	–	Closed