← 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	SSM Sound Shore Management Greenwich, Connecticut	$0	-$41.7M	–	Closed
1977	SIA Strategic Investment Advisors Farmington Hills, Michigan	$0	-$371K	–	Closed
1978	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$0	-$933K	–	Closed
1979	SCS Syquant Capital SAS Paris, France	$0	-$6.1M	–	Closed
1980	TFG Team Financial Group Temecula, California	$0	-$2.5K	–	Closed
1981	TPCM Templeton & Phillips Capital Management Lookout Mountain, Tennessee	$0	-$495K	–	Closed
1982	TAL TIG Advisors LLC New York	$0	-$84M	–	Closed
1983	TC Toews Corporation Northfield, New Jersey	$0	-$768K	–	Closed
1984	TCIM TOMS Capital Investment Management New York	$0	-$78.1M	–	Closed
1985	TIAM TT International Asset Management London, United Kingdom	$0	-$222K	–	Closed
1986	Vinva Investment Management Sydney, Australia	$0	-$231K	–	Closed
1987	VFA Virtus Fund Advisers Hartford, Connecticut	$0	-$22.8K	–	Closed
1988	WCM Washington Capital Management Seattle, Washington	$0	-$325K	–	Closed
1989	WIC Water Island Capital New York	$0	-$28.4M	–	Closed
1990	Welch Group Birmingham, Alabama	$0	-$207K	–	Closed
1991	WCMNY Westchester Capital Management (New York) Valhalla, New York	$0	-$24.4M	–	Closed
1992	WCA Westover Capital Advisors Wilmington, Delaware	$0	-$672K	–	Closed
1993	WWP WR Wealth Planners Columbia, Missouri	$0	-$39.4K	–	Closed
1994	YCM Yakira Capital Management Westport, Connecticut	$0	-$1.67M	–	Closed