← 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
1501	SA Sycale Advisors New York	$0	-$3.66M	–	Closed
1502	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$0	-$2.23M	–	Closed
1503	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$0	-$167K	–	Closed
1504	TCM Teza Capital Management Chicago, Illinois	$0	-$3.81M	–	Closed
1505	TA TFG Advisers Auburn Hills, Michigan	$0	-$4K	–	Closed
1506	Thompson Siegel & Walmsley Richmond, Virginia	$0	-$38K	–	Closed
1507	TPCM Three Peaks Capital Management Castle Rock, Colorado	$0	-$1.67M	–	Closed
1508	TEE Tibra Equities Europe London, United Kingdom	$0	-$5.53M	–	Closed
1509	Todd Asset Management Louisville, Kentucky	$0	-$210K	–	Closed
1510	TCWM Total Clarity Wealth Management St. Charles, Illinois	$0	-$7K	–	Closed
1511	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$0	-$1.37M	–	Closed
1512	TC Trilogy Capital Irvine, California	$0	-$1.14M	–	Closed
1513	TCM Tuttle Capital Management Riverside, Connecticut	$0	-$1.56M	–	Closed
1514	TCM Twin Capital Management Mcmurray, Pennsylvania	$0	-$461K	–	Closed
1515	TSS Two Sigma Securities New York	$0	-$679K	–	Closed
1516	UMB Bank Kansas City, Missouri	$0	-$260K	–	Closed
1517	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$0	-$1.05M	–	Closed
1518	VHAM Van Hulzen Asset Management El Dorado Hills, California	$0	-$205K	–	Closed
1519	Venture Visionary Partners Sylvania, Ohio	$0	-$335K	–	Closed
1520	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$0	-$2.94M	–	Closed
1521	WCM Wealthcare Capital Management Richmond, Virginia	$0	-$8K	–	Closed
1522	WCM Weik Capital Management Wyomissing, Pennsylvania	$0	-$301K	–	Closed
1523	Weiss Asset Management Boston, Massachusetts	$0	-$524K	–	Closed
1524	WSC Wellington Shields & Co New York	$0	-$215K	–	Closed
1525	WPC White Pine Capital Bloomington, Minnesota	$0	-$15K	–	Closed