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 | |
|---|---|---|---|---|---|---|---|
| 1176 |
SCM
Summit Capital Management
Seattle,
Washington
| $0 | -$3.16M | 0 | – | Closed |
|
| 1177 |
STI
Susquehanna Trust & Investment
Lititz,
Pennsylvania
| $0 | -$232K | 0 | – | Closed |
|
| 1178 |
TU
TDAM USA
Toronto,
Ontario, Canada
| $0 | -$220K | 0 | – | Closed |
|
| 1179 |
TC
TradeLink Capital
Chicago,
Illinois
| $0 | -$273K | 0 | – | Closed |
|
| 1180 |
TBAM
True Bearing Asset Management
San Francisco,
California
| $0 | -$2.22M | 0 | – | Closed |
|
| 1181 |
TI
Turner Investments
Berwyn,
Pennsylvania
| $0 | -$2.03M | 0 | – | Closed |
|
| 1182 |
UMB Bank
Kansas City,
Missouri
| $0 | -$290K | 0 | – | Closed |
|
| 1183 |
VFAM
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
| $0 | -$236K | 0 | – | Closed |
|
| 1184 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
| $0 | -$2.31K | 1 | 0% | Reduced |
|
| 1185 |
WIC
Wilkins Investment Counsel
Boston,
Massachusetts
| $0 | -$290K | 0 | – | Closed |
|
| 1186 |
YP
Yellowstone Partners
Idaho Falls,
Idaho
| $0 | -$200K | 0 | – | Closed |
|