← 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
1351	Simplicity Solutions Minneapolis, Minnesota	$0	-$230K	–	Closed
1352	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$0	-$217K	–	Closed
1353	SCM Stonehill Capital Management New York	$0	-$27.7M	–	Closed
1354	SCM Stormborn Capital Management Greenwich, Connecticut	$0	-$7.53M	–	Closed
1355	SFS Strategic Financial Services Utica, New York	$0	-$203K	–	Closed
1356	Summit Trail Advisors New York	$0	-$519K	–	Closed
1357	TIAAOA Teachers Insurance & Annuity Association of America New York	$0	-$668K	–	Closed
1358	TEE Tibra Equities Europe London, United Kingdom	$0	-$461K	–	Closed
1359	TAL TIG Advisors LLC New York	$0	-$899K	–	Closed
1360	TM Tiger Management New York	$0	-$1.51M	–	Closed
1361	TH Timber Hill Greenwich, Connecticut	$0	-$1.42M	–	Closed
1362	UFM Ursa Fund Management Danville, California	$0	-$677K	–	Closed
1363	VNA Valley National Advisers Bethlehem, Pennsylvania	$0	-$1K	–	Closed
1364	VIA Virtus Investment Advisers Hartford, Connecticut	$0	-$399K	–	Closed
1365	WAM Watermark Asset Management San Ramon, California	$0	-$21K	–	Closed
1366	WA WealthTrust Axiom Wayne, Pennsylvania	$0	-$227K	–	Closed
1367	WOC West Oak Capital Westlake Village, California	$0	-$24.6K	–	Closed
1368	WA Winfield Associates Cleveland, Ohio	$0	-$21K	–	Closed