← 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
1951	Sanders Capital West Palm Beach, Florida	$0	-$263K	–	Closed
1952	SOS Silver Oak Securities Jackson, Tennessee	$0	-$214K	–	Closed
1953	Simplify Asset Management Las Vegas, Nevada	$0	-$312K	–	Closed
1954	SCM Sirios Capital Management Boston, Massachusetts	$0	-$2.67M	–	Closed
1955	Slate Path Capital New York	$0	-$59.8M	–	Closed
1956	SM Soapstone Management Bethesda, Maryland	$0	-$1.31M	–	Closed
1957	SCM Solas Capital Management Darien, Connecticut	$0	-$9.69M	–	Closed
1958	SJIM St. Johns Investment Management Jacksonville, Florida	$0	-$2.27K	–	Closed
1959	SAM Strategy Asset Managers Pasadena, California	$0	-$484K	–	Closed
1960	SGI Summit Global Investments Bountiful, Utah	$0	-$700K	–	Closed
1961	Summit Partners Public Asset Management Boston, Massachusetts	$0	-$28.8M	–	Closed
1962	SP Systematic Portfolios New York	$0	-$298K	–	Closed
1963	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$0	-$39	–	Closed
1964	TNB Thomasville National Bank Thomasville, Georgia	$0	-$141K	–	Closed
1965	TSW Three Seasons Wealth Salt Lake City, Utah	$0	-$465K	–	Closed
1966	TIM Timelo Investment Management Aurora, Ontario, Canada	$0	-$6.56M	–	Closed
1967	TVWM Tower View Wealth Management Shorewood, Wisconsin	$0	-$1K	–	Closed
1968	TWM Tradition Wealth Management Edina, Minnesota	$0	-$192K	–	Closed
1969	TC Trilogy Capital Irvine, California	$0	-$215K	–	Closed
1970	TCWA Turtle Creek Wealth Advisors Dallas, Texas	$0	-$82.9K	–	Closed
1971	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$0	-$2.71M	–	Closed
1972	UFF USA Financial Formulas Ada, Michigan	$0	-$3.89K	–	Closed
1973	Varma Mutual Pension Insurance Co Helsinki, Finland	$0	-$1.72M	–	Closed
1974	Vest Financial Mclean, Virginia	$0	-$232K	–	Closed
1975	Waldron Private Wealth Bridgeville, Pennsylvania	$0	-$691K	–	Closed