← 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
1926	SA Scarborough Advisors Annapolis, Maryland	$0	-$3.72K	–	Closed
1927	Seizert Capital Partners Birmingham, Michigan	$0	-$2.51M	–	Closed
1928	SC Settian Capital New York	$0	-$1.72M	–	Closed
1929	SGH Sivik Global Healthcare Greenwich, Connecticut	$0	-$5.74M	–	Closed
1930	SI Sofinnova Investments Menlo Park, California	$0	-$1.34M	–	Closed
1931	SPC Spirepoint Private Client Vero Beach, Florida	$0	-$2.35M	–	Closed
1932	SLG Stanley-Laman Group Berwyn, Pennsylvania	$0	-$6.16M	–	Closed
1933	Stockbridge Partners Boston, Massachusetts	$0	-$335M	–	Closed
1934	SFC Strategic Financial Concepts San Antonio, Texas	$0	-$419	–	Closed
1935	SW SVB Wealth Boston, Massachusetts	$0	-$235K	–	Closed
1936	SP Symmetry Partners Glastonbury, Connecticut	$0	-$519K	–	Closed
1937	SAM Synergy Asset Management Vancouver, Washington	$0	-$396K	–	Closed
1938	SP Systematic Portfolios New York	$0	-$250K	–	Closed
1939	SWS SYSTM Wealth Solutions Chicago, Illinois	$0	-$29.2K	–	Closed
1940	TTWM TCV Trust & Wealth Management Richmond, Virginia	$0	-$250K	–	Closed
1941	TCW Group Los Angeles, California	$0	-$7.21M	–	Closed
1942	TFF The Family Firm Bethesda, Maryland	$0	-$121K	–	Closed
1943	TCCM Timber Creek Capital Management Boston, Massachusetts	$0	-$825	–	Closed
1944	TC TradeLink Capital Chicago, Illinois	$0	-$211K	–	Closed
1945	TWP Triad Wealth Partners Lawrence, Kansas	$0	-$11.3K	–	Closed
1946	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$0	-$328K	–	Closed
1947	Twin Tree Management Dallas, Texas	$0	-$1.7M	–	Closed
1948	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$0	-$26.2K	–	Closed
1949	UH Unigestion Holding Geneva, Switzerland	$0	-$1.07M	–	Closed
1950	USAA United Services Automobile Association San Antonio, Texas	$0	-$893K	–	Closed