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 |
VFS
VSR Financial Services
Overland Park,
Kansas
| $0 | -$381K | 0 | – | Closed |
|
| 1202 |
WCM
Waterstone Capital Management
St. Louis Park,
Minnesota
| $0 | -$246K | 0 | – | Closed |
|
| 1203 |
Wedbush Securities
Los Angeles,
California
| $0 | -$249K | 0 | – | Closed |
|
| 1204 |
WFI
West Family Investments
Carlsbad,
California
| $0 | -$1.39M | 0 | – | Closed |
|
| 1205 |
WEO
William E. Oberndorf
| $0 | -$6.89M | 0 | – | Closed |
|
| 1206 |
Williams Jones & Associates
New York
| $0 | -$250K | 0 | – | Closed |
|
| 1207 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
| $0 | -$3K | 0 | – | Closed |
|
| 1208 |
WFMPM
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $0 | -$1.98M | 0 | – | Closed |
|
| 1209 |
WIC
Woodmont Investment Counsel
Nashville,
Tennessee
| $0 | -$4K | 0 | – | Closed |
|
| 1210 |
ZBI
Ziff Brothers Investments
New York
| $0 | -$4.36M | 0 | – | Closed |
|