← 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	Theme Stocks	% of Portfolio	Status
1151	SouthState Corp Winter Haven, Florida	$0	-$202K	0	–	Closed
1152	Squarepoint New York	$0	-$3.09M	0	–	Closed
1153	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$0	-$11.4M	0	–	Closed
1154	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$0	-$1.04M	0	–	Closed
1155	SIM Strategic Investment Management Arlington, Virginia	$0	-$51K	0	–	Closed
1156	SCM Stuyvesant Capital Management Armonk, New York	$0	-$1.47M	0	–	Closed
1157	SS Sunbelt Securities Houston, Texas	$0	-$765K	0	–	Closed
1158	TI Telemetry Investments New York	$0	-$358K	0	–	Closed
1159	TCM Texan Capital Management Houston, Texas	$0	-$215K	0	–	Closed
1160	Thornburg Investment Management Santa Fe, New Mexico	$0	-$26.5M	0	–	Closed
1161	TT Tiedemann Trust Wilmington, Delaware	$0	-$440K	0	–	Closed
1162	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$0	-$204K	0	–	Closed
1163	VNA Valley National Advisers Bethlehem, Pennsylvania	$0	$0	1	0%	Maintained
1164	Veritas Asset Management London, United Kingdom	$0	-$6.76M	0	–	Closed
1165	Verition Fund Management Greenwich, Connecticut	$0	-$1.79M	0	–	Closed
1166	WCM Wealthcare Capital Management Richmond, Virginia	$0	-$30K	0	–	Closed
1167	WCM Westend Capital Management Sausalito, California	$0	-$1.42M	0	–	Closed
1168	WIC Willis Investment Counsel Gainesville, Georgia	$0	-$2.84M	0	–	Closed
1169	WIS Wright Investors Service Shelton, Connecticut	$0	-$289K	0	–	Closed
1170	YP Yellowstone Partners Idaho Falls, Idaho	$0	-$206K	0	–	Closed