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 |
SH
SeaTown Holdings
Singapore
| $0 | -$4.79M | 0 | – | Closed |
|
| 1502 |
SI
Sensato Investors
San Francisco,
California
| $0 | -$9.84M | 0 | – | Closed |
|
| 1503 |
SBIA
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $0 | -$379K | 0 | – | Closed |
|
| 1504 |
SCM
Signia Capital Management
Spokane,
Washington
| $0 | -$509K | 0 | – | Closed |
|
| 1505 |
SGAM
Smith Group Asset Management
Dallas,
Texas
| $0 | -$421K | 0 | – | Closed |
|
| 1506 |
SC
Solstein Capital
Menlo Park,
California
| $0 | -$19K | 0 | – | Closed |
|
| 1507 |
Soros Fund Management
New York
| $0 | -$290K | 0 | – | Closed |
|
| 1508 |
SCM
Stonebridge Capital Management
Los Angeles,
California
| $0 | -$724K | 0 | – | Closed |
|
| 1509 |
WQ
Wealth Quarterback
Toms River,
New Jersey
| $0 | -$12.1K | 0 | – | Closed |
|
| 1510 |
WEO
William E. Oberndorf
| $0 | -$5.71M | 0 | – | Closed |
|
| 1511 |
Wilmington Savings Fund Society
Wilmington,
Delaware
| $0 | -$479K | 0 | – | Closed |
|
| 1512 |
Woodline Partners
San Francisco,
California
| $0 | -$16M | 0 | – | Closed |
|
| 1513 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
| $0 | -$11.8M | 0 | – | Closed |
|