← 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
251	IECM Intrinsic Edge Capital Management Chicago, Illinois	$21.1M	+$6.98M	2	3.38%	Increased
252	NAM NorthCoast Asset Management Greenwich, Connecticut	$21.1M	-$529K	1	1.3%	Reduced
253	MFWM Motley Fool Wealth Management Alexandria, Virginia	$20.9M	+$33.1K	1	1.34%	Increased
254	Zurich Cantonal Bank Zurich, Switzerland	$20.7M	+$1.33M	10	0.18%	Increased
255	ZDA Zweig-DiMenna Associates New York	$20.7M	-$7.63M	1	1.72%	Reduced
256	Marshall Wace North America New York	$20.6M	-$77.7M	2	0.14%	Reduced
257	Highbridge Capital Management New York	$20.6M	+$14.9M	2	0.49%	Increased
258	FQ First Quadrant Glendale, California	$20.5M	-$9.11M	5	0.46%	Reduced
259	TAM Tyers Asset Management Austin, Texas	$20.2M	-$2.88M	6	0.66%	Reduced
260	RMCP Red Mountain Capital Partners Los Angeles, California	$20.1M	$0	1	11.77%	Maintained
261	Mutual of America Capital Management New York	$19.9M	+$6.52M	8	0.28%	Increased
262	WorldQuant Millennium Advisors New York	$19.7M	+$728K	2	0.66%	Increased
263	HP Hikari Power Tokyo, Japan	$19.5M	$0	2	1.99%	Maintained
264	State of Alaska Department of Revenue Juneau, Alaska	$19.2M	+$752K	7	0.32%	Increased
265	Jane Street New York	$19M	+$5.48M	8	0.04%	Increased
266	QS Investors New York	$19M	+$2.93M	9	0.18%	Increased
267	TPSF Texas Permanent School Fund Austin, Texas	$19M	+$598K	8	0.26%	Increased
268	BC Bodenholm Capital Stockholm, Sweden	$18.9M	-$16.1M	1	5.4%	Reduced
269	Walleye Trading New York	$18.8M	+$3.66M	6	0.1%	Increased
270	SIM Spark Investment Management New York	$18.8M	+$3.94M	4	1.07%	Increased
271	Snyder Capital Management San Francisco, California	$18.7M	-$428K	1	0.83%	Reduced
272	SCM Stonepine Capital Management Bend, Oregon	$18.5M	$0	1	10.81%	Maintained
273	HA Halsey Associates New Haven, Connecticut	$18.5M	-$344K	1	3.29%	Reduced
274	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$18.4M	-$3.04M	1	4.27%	Reduced
275	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$18.2M	-$4.04M	8	0.27%	Reduced