← 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
1176	RTW Investments New York	$0	-$148K	0	–	Closed
1177	SIM Spark Investment Management New York	$0	-$36K	0	–	Closed
1178	SCM Stellar Capital Management Phoenix, Arizona	$0	-$270K	0	–	Closed
1179	SJIM St. Johns Investment Management Jacksonville, Florida	$0	-$6K	0	–	Closed
1180	Stock Yards Bank & Trust Louisville, Kentucky	$0	-$253K	0	–	Closed
1181	SCM Stonebridge Capital Management Los Angeles, California	$0	-$646K	0	–	Closed
1182	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$0	-$75K	0	–	Closed
1183	SSG Summit Securities Group New York	$0	-$40K	0	–	Closed
1184	TNB Thomasville National Bank Thomasville, Georgia	$0	-$144K	0	–	Closed
1185	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$0	-$252K	0	–	Closed
1186	VNA Valley National Advisers Bethlehem, Pennsylvania	$0	$0	1	0%	Maintained
1187	WCM Waterstone Capital Management St. Louis Park, Minnesota	$0	-$673K	0	–	Closed
1188	Weiss Multi-Strategy Advisers New York	$0	-$172K	0	–	Closed
1189	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$0	-$1.3M	0	–	Closed