← 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
1276	SIM Strategic Investment Management Arlington, Virginia	$0	-$630K	0	–	Closed
1277	TTWM TCV Trust & Wealth Management Richmond, Virginia	$0	-$216K	0	–	Closed
1278	Third Point New York	$0	-$119M	0	–	Closed
1279	TPCM Three Peaks Capital Management Castle Rock, Colorado	$0	-$1.98M	0	–	Closed
1280	TCCM Timber Creek Capital Management Boston, Massachusetts	$0	-$2.78K	1	0%	Reduced
1281	USS Investment Management London, United Kingdom	$0	-$5.2M	0	–	Closed
1282	VCP Vernier Capital Partners New York	$0	-$6.42M	0	–	Closed
1283	VFA Virtus Fund Advisers Hartford, Connecticut	$0	-$80.7M	0	–	Closed
1284	WCM Waterstone Capital Management St. Louis Park, Minnesota	$0	-$4.33M	0	–	Closed
1285	WCM Investment Management Laguna Beach, California	$0	-$712K	0	–	Closed
1286	WA WESPAC Advisors Orinda, California	$0	-$392K	0	–	Closed
1287	WCMNY Westchester Capital Management (New York) Valhalla, New York	$0	-$45.1M	0	–	Closed
1288	Winton Group London, United Kingdom	$0	-$764K	0	–	Closed
1289	ZCM Zebra Capital Management Stamford, Connecticut	$0	-$1.19M	0	–	Closed