← 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	SC Steph & Co Marinette, Wisconsin	$0	-$5.98K	–	Closed
1952	SFS Stiles Financial Services Edina, Minnesota	$0	-$237K	–	Closed
1953	SCA Stonebridge Capital Advisors St Paul, Minnesota	$0	-$229K	–	Closed
1954	SP Successful Portfolios Clearwater, Florida	$0	-$214K	–	Closed
1955	SSCM Summit Street Capital Management New York	$0	-$1.13M	–	Closed
1956	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$0	-$191K	–	Closed
1957	SICM Sustainable Insight Capital Management New York	$0	-$256K	–	Closed
1958	SI Symmetry Investments St Helier, Jersey	$0	-$2.13M	–	Closed
1959	TGM Tenzing Global Management San Francisco, California	$0	-$762K	–	Closed
1960	TPSF Texas Permanent School Fund Austin, Texas	$0	-$25.7M	–	Closed
1961	TWP TFO Wealth Partners Maumee, Ohio	$0	-$993	–	Closed
1962	TCA Transcend Capital Advisors Madison, New Jersey	$0	-$479K	–	Closed
1963	TCM Traynor Capital Management Malvern, Pennsylvania	$0	-$236K	–	Closed
1964	TPI Trust Point Inc La Crosse, Wisconsin	$0	-$510K	–	Closed
1965	VCM Valiant Capital Management San Francisco, California	$0	-$94.4K	–	Closed
1966	VCIM Velan Capital Investment Management Alpharetta, Georgia	$0	-$3.87M	–	Closed
1967	Viking Global Investors Stamford, Connecticut	$0	-$128M	–	Closed
1968	VL Vima LLC Troy, Michigan	$0	-$51.9K	–	Closed
1969	VCM Virtue Capital Management Brentwood, Tennessee	$0	-$694K	–	Closed
1970	Vise Technologies New York	$0	-$374K	–	Closed
1971	VFA Voya Financial Advisors Windsor, Connecticut	$0	-$270K	–	Closed
1972	WTB Washington Trust Bank Spokane, Washington	$0	-$258K	–	Closed
1973	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$0	-$1.55M	–	Closed
1974	Westfield Capital Management Boston, Massachusetts	$0	-$116M	–	Closed
1975	XF XML Financial Bethesda, Maryland	$0	-$207K	–	Closed