← 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	Theme Stocks	% of Portfolio	Status
1876	Todd Asset Management Louisville, Kentucky	$0	-$31.2M	0	–	Closed
1877	TA Townsend & Associates Westminster, Colorado	$0	-$2.23M	0	–	Closed
1878	TLP Tri Locum Partners New York	$0	-$4.15M	0	–	Closed
1879	TIA Trust Investment Advisors Indianapolis, Indiana	$0	-$209K	0	–	Closed
1880	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$0	-$2.22M	0	–	Closed
1881	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$0	-$6K	1	0%	Reduced
1882	Veritas Asset Management London, United Kingdom	$0	-$14.5M	0	–	Closed
1883	VWA V Wealth Advisors Overland Park, Kansas	$0	-$516K	0	–	Closed
1884	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$0	-$5K	0	–	Closed
1885	WAM Warberg Asset Management Winnetka, Illinois	$0	-$5K	0	–	Closed
1886	Weiss Asset Management Boston, Massachusetts	$0	-$2.83M	0	–	Closed
1887	WC Wexford Capital West Palm Beach, Florida	$0	-$480K	0	–	Closed
1888	WPC White Pine Capital Bloomington, Minnesota	$0	-$60K	0	–	Closed
1889	Wolverine Trading Chicago, Illinois	$0	-$2.13M	0	–	Closed