← 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 Theme
Stocks
% of
Portfolio
Status
2026
SA
SL Advisors
New Jersey
$0 -$242K 0 – Closed
2027
SAM
Sompo Asset Management
Japan
$0 -$204K 0 – Closed
2028
SCA
Stonebridge Capital Advisors
Minnesota
$0 -$210K 0 – Closed
2029
SFCL
Strengthening Families & Communities LLC
Massachusetts
$0 -$340 2 0% Reduced
2030
SP
Successful Portfolios
Florida
$0 -$205K 0 – Closed
2031
TAMH
Taikang Asset Management (HK)
Hong Kong
$0 -$1.17M 0 – Closed
2032
TCM
Teza Capital Management
Illinois
$0 -$2.4M 0 – Closed
2033
Todd Asset Management
Todd Asset Management
Kentucky
$0 -$254K 0 – Closed
2034
TPM
Triasima Portfolio Management
Quebec, Canada
$0 -$438K 0 – Closed
2035
TIA
Trust Investment Advisors
Indiana
$0 -$228K 0 – Closed
2036
TPI
Trust Point Inc
Wisconsin
$0 -$214K 0 – Closed
2037
UBS O'Connor
UBS O'Connor
Illinois
$0 -$211K 0 – Closed
2038
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
$0 -$220K 0 – Closed
2039
VRM
Vectors Research Management
New York
$0 -$944K 0 – Closed
2040
VAMG
Voisard Asset Management Group
Michigan
$0 -$4.1K 0 – Closed
2041
WTB
Washington Trust Bank
Washington
$0 -$253K 0 – Closed
2042
WPWM
Western Pacific Wealth Management
Illinois
$0 -$96.8K 0 – Closed
2043
WSL
Western Standard LLC
California
$0 -$4M 0 – Closed
2044
WFI
West Family Investments
California
$0 -$257K 0 – Closed
2045
WN
Williams & Novak
California
$0 -$211K 0 – Closed
2046
WPL
WINDACRE PARTNERSHIP LLC
Texas
$0 -$57.3M 0 – Closed
2047
XF
XML Financial
Maryland
$0 -$224K 0 – Closed
2048
XC
XY Capital
Hong Kong
$0 -$2.96M 0 – Closed