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 | |
|---|---|---|---|---|---|---|---|
| 1276 |
TBA
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $0 | -$208K | 0 | – | Closed |
|
| 1277 |
TC
TradeLink Capital
Chicago,
Illinois
| $0 | -$336K | 0 | – | Closed |
|
| 1278 |
TMC
Trellus Management Company
Delray Beach,
Florida
| $0 | -$774K | 0 | – | Closed |
|
| 1279 |
TFP
Triple Frond Partners
San Francisco,
California
| $0 | -$44.6M | 0 | – | Closed |
|
| 1280 |
UFF
USA Financial Formulas
Ada,
Michigan
| $0 | -$3.17M | 0 | – | Closed |
|
| 1281 |
VWM
Valley Wealth Managers
Paramus,
New Jersey
| $0 | -$1.45M | 0 | – | Closed |
|
| 1282 |
VDBMI
Van Den Berg Management I
Austin,
Texas
| $0 | -$6.57M | 0 | – | Closed |
|
| 1283 |
Wedbush Securities
Los Angeles,
California
| $0 | -$214K | 0 | – | Closed |
|
| 1284 |
WIC
Woodmont Investment Counsel
Nashville,
Tennessee
| $0 | -$25K | 0 | – | Closed |
|
| 1285 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
| $0 | -$519K | 0 | – | Closed |
|