← 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
1401	TAL TIG Advisors LLC New York	$0	-$21.3M	–	Closed
1402	Todd Asset Management Louisville, Kentucky	$0	-$15.8M	–	Closed
1403	TFA Transamerica Financial Advisors St. Petersburg, Florida	$0	-$5K	–	Closed
1404	TPWA TRUE Private Wealth Advisors Salem, Oregon	$0	-$40K	–	Closed
1405	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$0	$0	–	Closed
1406	USAA United Services Automobile Association San Antonio, Texas	$0	-$25.3M	–	Closed
1407	UFM Ursa Fund Management Danville, California	$0	-$428K	–	Closed
1408	VCA Verdence Capital Advisors Hunt Valley, Maryland	$0	-$350K	–	Closed
1409	VI Versor Investments New York	$0	-$293K	–	Closed
1410	Viking Global Investors Stamford, Connecticut	$0	-$164M	–	Closed
1411	VEA Virtus ETF Advisers New York	$0	-$12K	–	Closed
1412	Waratah Capital Advisors Toronto, Ontario, Canada	$0	-$3.13M	–	Closed
1413	W WealthStone Columbus, Ohio	$0	-$7.44K	–	Closed
1414	Westfield Capital Management Boston, Massachusetts	$0	-$55.9M	–	Closed
1415	Whitebox Advisors Minneapolis, Minnesota	$0	-$22.7M	–	Closed
1416	YWP YorkBridge Wealth Partners New York	$0	-$404K	–	Closed
1417	YMRC Yorktown Management & Research Company Forest, Virginia	$0	-$1.88M	–	Closed