← 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
1626	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$0	-$254K	–	Closed
1627	TCTC Holdings Dallas, Texas	$0	-$54K	–	Closed
1628	TI Think Investments San Francisco, California	$0	-$22.2M	–	Closed
1629	TWM TriaGen Wealth Management Calabasas, California	$0	-$271K	–	Closed
1630	TCOV Trust Company of Vermont Brattleboro, Vermont	$0	-$301K	–	Closed
1631	TIAM TT International Asset Management London, United Kingdom	$0	-$1.35M	–	Closed
1632	UFF USA Financial Formulas Ada, Michigan	$0	-$70K	–	Closed
1633	Vaughan Nelson Investment Management Houston, Texas	$0	-$180M	–	Closed
1634	Venture Visionary Partners Sylvania, Ohio	$0	-$295K	–	Closed
1635	Waldron Private Wealth Bridgeville, Pennsylvania	$0	-$294K	–	Closed
1636	Weiss Asset Management Boston, Massachusetts	$0	-$3.43M	–	Closed
1637	WCM Weld Capital Management New York	$0	-$438K	–	Closed
1638	WSCM Wellington Shields Capital Management New York	$0	-$595K	–	Closed
1639	WFC Western Financial Corp San Diego, California	$0	-$552K	–	Closed
1640	YCMGA York Capital Management Global Advisors New York	$0	-$5.31M	–	Closed
1641	ZWJ Investment Counsel Atlanta, Georgia	$0	-$343K	–	Closed