← 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
2076	TC TownSquare Capital Provo, Utah	$0	-$285K	–	Closed
2077	TL Tradewinds LLC Raleigh, North Carolina	$0	-$113K	–	Closed
2078	TCM Traub Capital Management Needham, Massachusetts	$0	-$228K	–	Closed
2079	TWM TriaGen Wealth Management Calabasas, California	$0	-$2.12M	–	Closed
2080	TIAM TT International Asset Management London, United Kingdom	$0	-$3.47M	–	Closed
2081	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$0	-$72K	–	Closed
2082	Varma Mutual Pension Insurance Co Helsinki, Finland	$0	-$5.95M	–	Closed
2083	VWM VCI Wealth Management St Louis, Missouri	$0	-$1.02M	–	Closed
2084	VWM Venturi Wealth Management Austin, Texas	$0	-$334K	–	Closed
2085	VC Veracity Capital Atlanta, Georgia	$0	-$264K	–	Closed
2086	Vestal Point Capital New York	$0	-$10M	–	Closed
2087	WCM Investment Management Laguna Beach, California	$0	-$11.2M	–	Closed
2088	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$0	-$213K	–	Closed
2089	WA Wealth Alliance Mellville, New York	$0	-$268K	–	Closed
2090	WQ Wealth Quarterback Toms River, New Jersey	$0	-$381K	–	Closed
2091	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$0	-$222K	–	Closed
2092	WAM Wilson Asset Management Sydney, Australia	$0	-$4.16M	–	Closed
2093	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$0	-$41.6K	–	Closed