← 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
1201	Simplicity Solutions Minneapolis, Minnesota	$0	-$1.18M	0	–	Closed
1202	Soros Fund Management New York	$0	-$687K	0	–	Closed
1203	South Dakota Investment Council Sioux Falls, South Dakota	$0	-$1.87M	0	–	Closed
1204	SFM Stack Financial Management Whitefish, Montana	$0	-$12M	0	–	Closed
1205	SLG Stanley-Laman Group Berwyn, Pennsylvania	$0	-$1.02M	0	–	Closed
1206	Stratos Wealth Partners Beachwood, Ohio	$0	-$243K	0	–	Closed
1207	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$564K	0	–	Closed
1208	TCM Tributary Capital Management Omaha, Nebraska	$0	-$1.39M	0	–	Closed
1209	VNA Valley National Advisers Bethlehem, Pennsylvania	$0	$0	1	0%	Maintained
1210	VFA Virtus Fund Advisers Hartford, Connecticut	$0	-$33K	0	–	Closed
1211	VNA VNBTrust National Association Charlottesville, Virginia	$0	-$378K	0	–	Closed
1212	WA WESPAC Advisors Orinda, California	$0	-$1.79M	0	–	Closed
1213	WAS WESPAC Advisors SoCal Pasadena, California	$0	-$11K	0	–	Closed
1214	Whitebox Advisors Minneapolis, Minnesota	$0	-$2.21M	0	–	Closed