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 | |
|---|---|---|---|---|---|---|---|
| 2101 |
XF
XML Financial
Bethesda,
Maryland
| $0 | -$273K | 0 | – | Closed |
|
| 2102 |
XC
XY Capital
Central,
Hong Kong
| $0 | -$6.21M | 0 | – | Closed |
|
| 2103 |
YC
Yarbrough Capital
Franklin,
Tennessee
| $0 | -$783K | 0 | – | Closed |
|
| 2104 |
ZAM
Zevin Asset Management
Boston,
Massachusetts
| $0 | -$781K | 0 | – | Closed |
|
| 2105 |
ZF
Zhang Financial
Portage,
Michigan
| $0 | -$295K | 0 | – | Closed |
|