← 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
1251	SCM SKBA Capital Management San Francisco, California	$0	-$239K	0	–	Closed
1252	SMC Smith, Moore & Co Clayton, Missouri	$0	-$377K	0	–	Closed
1253	SAM Sompo Asset Management Tokyo, Japan	$0	-$2.47M	0	–	Closed
1254	SCA Southpoint Capital Advisors New York	$0	-$26.5M	0	–	Closed
1255	SAMC Spectrum Asset Management (California) Newport Beach, California	$0	-$903K	0	–	Closed
1256	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$0	-$204K	0	–	Closed
1257	Stratos Wealth Partners Beachwood, Ohio	$0	-$833K	0	–	Closed
1258	SSG Summit Securities Group New York	$0	-$823K	0	–	Closed
1259	SP Symmetry Partners Glastonbury, Connecticut	$0	-$19K	0	–	Closed
1260	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$522K	0	–	Closed
1261	TCM Teza Capital Management Chicago, Illinois	$0	-$1.71M	0	–	Closed
1262	TCCM Timber Creek Capital Management Boston, Massachusetts	$0	+$56	1	0%	Increased
1263	TH Timber Hill Greenwich, Connecticut	$0	-$280K	0	–	Closed
1264	T TOBAM Paris, France	$0	-$4.22M	0	–	Closed
1265	TFA Toth Financial Advisory Leesburg, Virginia	$0	-$638K	0	–	Closed
1266	TCM Twin Capital Management Mcmurray, Pennsylvania	$0	-$2.61M	0	–	Closed
1267	VI Versor Investments New York	$0	-$255K	0	–	Closed
1268	Viking Global Investors Stamford, Connecticut	$0	-$25.9M	0	–	Closed
1269	VCM Vivaldi Capital Management Chicago, Illinois	$0	-$8.23M	0	–	Closed
1270	Waldron Private Wealth Bridgeville, Pennsylvania	$0	-$216K	0	–	Closed
1271	Waratah Capital Advisors Toronto, Ontario, Canada	$0	-$3.32M	0	–	Closed
1272	Waverton Investment Management London, United Kingdom	$0	-$4.23M	0	–	Closed
1273	WI WBI Investments Red Bank, New Jersey	$0	-$6.53M	0	–	Closed
1274	Wilmington Savings Fund Society Wilmington, Delaware	$0	-$204K	0	–	Closed
1275	YIA YHB Investment Advisors West Hartford, Connecticut	$0	-$232K	0	–	Closed