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 | |
|---|---|---|---|---|---|---|---|
| 1226 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| $0 | -$1.07M | 0 | – | Closed |
|
| 1227 |
SCM
Steadfast Capital Management
New York
| $0 | -$4.04M | 0 | – | Closed |
|
| 1228 |
SG
StoneX Group
New York
| $0 | -$241K | 0 | – | Closed |
|
| 1229 |
TC
TFS Capital
West Chester,
Pennsylvania
| $0 | -$732K | 0 | – | Closed |
|
| 1230 |
Tiedemann Advisors
New York
| $0 | -$336K | 0 | – | Closed |
|
| 1231 |
Tokio Marine Asset Management
Tokyo,
Japan
| $0 | -$213K | 0 | – | Closed |
|
| 1232 |
TI
Turner Investments
Berwyn,
Pennsylvania
| $0 | -$195K | 0 | – | Closed |
|
| 1233 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
| $0 | -$208K | 0 | – | Closed |
|
| 1234 |
VWA
V Wealth Advisors
Overland Park,
Kansas
| $0 | -$43K | 0 | – | Closed |
|
| 1235 |
WA
WBH Advisory
Baltimore,
Maryland
| $0 | -$333K | 0 | – | Closed |
|
| 1236 |
WCA
Westover Capital Advisors
Wilmington,
Delaware
| $0 | -$502K | 0 | – | Closed |
|
| 1237 |
ZWJ Investment Counsel
Atlanta,
Georgia
| $0 | -$512K | 0 | – | Closed |
|