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 | |
|---|---|---|---|---|---|---|---|
| 1501 |
TIM
Triad Investment Management
Newport Beach,
California
| $0 | -$1.72M | 0 | – | Closed |
|
| 1502 |
TC
Truvestments Capital
Sarasota,
Florida
| $0 | -$34K | 0 | – | Closed |
|
| 1503 |
TCCM
Two Creeks Capital Management
New York
| $0 | -$46.8M | 0 | – | Closed |
|
| 1504 |
VOAM
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| $0 | -$5.81M | 0 | – | Closed |
|
| 1505 |
Voleon Capital Management
Berkeley,
California
| $0 | -$3.32M | 0 | – | Closed |
|
| 1506 |
WCM
Washington Capital Management
Seattle,
Washington
| $0 | -$405K | 0 | – | Closed |
|
| 1507 |
WC
Weil Company
San Diego,
California
| $0 | -$61K | 0 | – | Closed |
|
| 1508 |
WCM
Whitener Capital Management
Rocky Mount,
North Carolina
| $0 | -$5K | 0 | – | Closed |
|
| 1509 |
WWM
Willingdon Wealth Management
Huntersville,
North Carolina
| $0 | -$2K | 0 | – | Closed |
|
| 1510 |
YIA
YHB Investment Advisors
West Hartford,
Connecticut
| $0 | -$230K | 0 | – | Closed |
|