← 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
1876	TCI Wealth Advisors Tucson, Arizona	$0	-$171K	–	Closed
1877	TDC Thompson Davis & Co Richmond, Virginia	$0	-$248K	–	Closed
1878	Tiger Global Management New York	$0	-$18.8M	–	Closed
1879	Todd Asset Management Louisville, Kentucky	$0	-$21.2M	–	Closed
1880	TC Towle & Co Denver, Colorado	$0	-$336K	–	Closed
1881	TLP Tri Locum Partners New York	$0	-$4.1M	–	Closed
1882	TC Trium Capital London, United Kingdom	$0	-$9.84M	–	Closed
1883	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$0	-$155K	–	Closed
1884	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$0	-$11K	–	Closed
1885	VFA Values First Advisors Gray, Tennessee	$0	-$118K	–	Closed
1886	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$0	-$44.3K	–	Closed
1887	VAM Vazirani Asset Management New York	$0	-$4.22M	–	Closed
1888	Viking Global Investors Stamford, Connecticut	$0	-$81.1M	–	Closed
1889	WIC Water Island Capital New York	$0	-$666K	–	Closed
1890	WI WBI Investments Red Bank, New Jersey	$0	-$2.23M	–	Closed
1891	Wealth Enhancement Advisory Services Plymouth, Minnesota	$0	-$892K	–	Closed
1892	Weiss Asset Management Boston, Massachusetts	$0	-$3.82M	–	Closed
1893	WC Winmill & Co Walpole, New Hampshire	$0	-$4.06M	–	Closed
1894	WEG World Equity Group Schaumburg, Illinois	$0	-$1.03M	–	Closed
1895	YCM Yakira Capital Management Westport, Connecticut	$0	-$1.95M	–	Closed