← 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
1976	Simon Quick Advisors Morristown, New Jersey	$0	-$205K	–	Closed
1977	SCM Sio Capital Management New York	$0	-$16.3M	–	Closed
1978	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$0	-$476K	–	Closed
1979	SCM Sone Capital Management New York	$0	-$4.47M	–	Closed
1980	SSCM Sovereign's Capital Management Atlanta, Georgia	$0	-$214K	–	Closed
1981	State Farm Mutual Automobile Insurance Bloomington, Illinois	$0	-$2.98M	–	Closed
1982	SCM Sterneck Capital Management Kansas City, Missouri	$0	-$209K	–	Closed
1983	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$338K	–	Closed
1984	SIA Strategic Investment Advisors Farmington Hills, Michigan	$0	-$276K	–	Closed
1985	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$0	-$222K	–	Closed
1986	SR Swiss Re Zurich, Switzerland	$0	-$15.7K	–	Closed
1987	SL SWMG LLC Fort Worth, Texas	$0	-$270K	–	Closed
1988	TM Taproot Management New York	$0	-$2.67M	–	Closed
1989	TNAM Terra Nova Asset Management New York	$0	-$1.67M	–	Closed
1990	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$0	-$3.71M	–	Closed
1991	TGY2IT Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida	$0	-$18.4K	–	Closed
1992	TIS Titan Investment Solutions London,	$0	-$7.08M	–	Closed
1993	TA TKG Advisors Valparaiso, Indiana	$0	-$513K	–	Closed
1994	TWM TopTier Wealth Management Muskego, Wisconsin	$0	-$838	–	Closed
1995	Trillium Asset Management Boston, Massachusetts	$0	-$3.21M	–	Closed
1996	TWM Tripletail Wealth Management Orlando, Florida	$0	-$358	–	Closed
1997	TOTUOP Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania	$0	-$6.81M	–	Closed
1998	TIAM TT International Asset Management London, United Kingdom	$0	-$671K	–	Closed
1999	TPWA Twin Peaks Wealth Advisors Burlingame, California	$0	-$109K	–	Closed
2000	UPS UHLMANN PRICE SECURITIES Skokie, Illinois	$0	-$172K	–	Closed