← 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	% of Portfolio	Status
1226	Sageworth Trust Lancaster, Pennsylvania	$0	-$2.07M	–	Closed
1227	SAM Security Asset Management New York	$0	-$1.61M	–	Closed
1228	SI Sensato Investors San Francisco, California	$0	-$13.4M	–	Closed
1229	Signature Estate & Investment Advisors Los Angeles, California	$0	-$194K	–	Closed
1230	SCM Southport Capital Management Chattanooga, Tennessee	$0	-$3K	–	Closed
1231	SIM Strategic Investment Management Arlington, Virginia	$0	-$156K	–	Closed
1232	SRCM Swift Run Capital Management Charlottesville, Virginia	$0	-$14.9M	–	Closed
1233	TIAA CREF Trust St Louis, Missouri	$0	-$490K	–	Closed
1234	TH Timber Hill Greenwich, Connecticut	$0	-$2.14M	–	Closed
1235	TC Toews Corporation Northfield, New Jersey	$0	-$564K	–	Closed
1236	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$0	-$316K	–	Closed
1237	VNA Valley National Advisers Bethlehem, Pennsylvania	$0	$0	–	Closed
1238	VHAM Van Hulzen Asset Management El Dorado Hills, California	$0	-$1.67M	–	Closed
1239	Veritas Asset Management London, United Kingdom	$0	-$6.32M	–	Closed
1240	Viking Global Investors Stamford, Connecticut	$0	-$357M	–	Closed
1241	WSA Wall Street Associates Lajolla, California	$0	-$441K	–	Closed
1242	Weiss Asset Management Boston, Massachusetts	$0	-$3.79M	–	Closed
1243	WIA Westbourne Investment Advisors Annapolis, Maryland	$0	-$100K	–	Closed
1244	Westwood Holdings Group Dallas, Texas	$0	-$28.5M	–	Closed