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 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
| $0 | -$773K | 0 | – | Closed |
|
| 1177 |
TAM
Tealwood Asset Management
Minneapolis,
Minnesota
| $0 | -$5.42M | 0 | – | Closed |
|
| 1178 |
TC
TFS Capital
West Chester,
Pennsylvania
| $0 | -$1.21M | 0 | – | Closed |
|
| 1179 |
TC
TradeLink Capital
Chicago,
Illinois
| $0 | -$163K | 0 | – | Closed |
|
| 1180 |
UFF
USA Financial Formulas
Ada,
Michigan
| $0 | -$2.65M | 0 | – | Closed |
|
| 1181 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
| $0 | $0 | 1 | 0% | Maintained |
|
| 1182 |
Viking Global Investors
Stamford,
Connecticut
| $0 | -$198M | 0 | – | Closed |
|
| 1183 |
Vontobel Asset Management
New York
| $0 | -$22.4M | 0 | – | Closed |
|
| 1184 |
Waverly Advisors
Birmingham,
Alabama
| $0 | -$7K | 0 | – | Closed |
|
| 1185 |
WCM
Windsor Capital Management
Phoenix,
Arizona
| $0 | -$8K | 0 | – | Closed |
|
| 1186 |
Zacks Investment Management
Chicago,
Illinois
| $0 | -$395K | 0 | – | Closed |
|
| 1187 |
ZDA
Zweig-DiMenna Associates
New York
| $0 | -$12.3M | 0 | – | Closed |
|