← 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	STA Smith Thornton Advisors Huntsville, Alabama	$0	-$334K	–	Closed
1952	SOAMC Spirit of America Management Corp Syosset, New York	$0	-$22.5K	–	Closed
1953	Stonehage Fleming Financial Services St. Helier, Jersey	$0	-$7.51K	–	Closed
1954	SWP Strategic Wealth Partners Independence, Ohio	$0	-$207	–	Closed
1955	TC Tacita Capital Toronto, Ontario, Canada	$0	-$85.5K	–	Closed
1956	TLA Tanglewood Legacy Advisors Houston, Texas	$0	-$2.01K	–	Closed
1957	TA Tectonic Advisors Frisco, Texas	$0	-$500K	–	Closed
1958	TCM Teza Capital Management Chicago, Illinois	$0	-$1.33M	–	Closed
1959	TimesSquare Capital Management New York	$0	-$64.8M	–	Closed
1960	T TOBAM Paris, France	$0	-$1.72M	–	Closed
1961	Tocqueville Asset Management New York	$0	-$1.73M	–	Closed
1962	TIM Total Investment Management Scottsdale, Arizona	$0	-$774	–	Closed
1963	T Transce3nd Kyle, Texas	$0	-$3.43K	–	Closed
1964	TLP Tri Locum Partners New York	$0	-$19.4M	–	Closed
1965	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$0	-$1.03M	–	Closed
1966	TPWA Twin Peaks Wealth Advisors Burlingame, California	$0	-$112K	–	Closed
1967	UBS O'Connor Chicago, Illinois	$0	-$1.24M	–	Closed
1968	UHC Union Heritage Capital Bloomfield Hills, Michigan	$0	-$83.7K	–	Closed
1969	VWM Valley Wealth Managers Paramus, New Jersey	$0	-$11.3M	–	Closed
1970	Venture Visionary Partners Sylvania, Ohio	$0	-$382K	–	Closed
1971	VCP Verus Capital Partners Scottsdale, Arizona	$0	-$334K	–	Closed
1972	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$0	-$1.26M	–	Closed
1973	WMS Wealth Management Strategies Pittsburgh, Pennsylvania	$0	-$140K	–	Closed
1974	WCM WealthTrak Capital Management Virginia Beach, Virginia	$0	-$3.65K	–	Closed
1975	WTG West Tower Group Richmond, Virginia	$0	-$348K	–	Closed