← 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
276	CAM Capstone Asset Management Houston, Texas	$12.3M	+$403K	6	0.35%	Increased
277	Oregon Public Employees Retirement Fund Tigard, Oregon	$12.1M	+$520K	6	0.25%	Increased
278	SAM Sentinel Asset Management Montpelier, Vermont	$11.8M	-$27K	1	0.3%	Reduced
279	Tocqueville Asset Management New York	$11.8M	-$42.8K	2	0.15%	Reduced
280	PFC Phocas Financial Corp Alameda, California	$11.8M	+$4.22M	3	0.78%	Increased
281	SG Americas Securities New York	$11.6M	-$3.15M	8	0.1%	Reduced
282	MSA Mason Street Advisors Milwaukee, Wisconsin	$11.6M	+$1.62M	7	0.31%	Increased
283	Bahl & Gaynor Cincinnati, Ohio	$11.6M	+$870K	1	0.14%	Increased
284	HHC Hutchin Hill Capital New York	$11.6M	-$11.1M	6	0.4%	Reduced
285	DnB Asset Management Oslo, Norway	$11.5M	+$6.98M	3	0.21%	Increased
286	GPC Guardian Point Capital Charlottesville, Virginia	$11.5M	+$11.1M	1	7.95%	New
287	MSR Main Street Research Lakeville, Connecticut	$11.4M	+$293K	2	2.23%	Increased
288	Rockefeller Financial Services New York	$11.4M	+$5.21K	2	0.23%	Increased
289	Tudor Investment Corp Stamford, Connecticut	$11.3M	-$7.52M	7	0.29%	Reduced
290	Lord, Abbett & Co Jersey City, New Jersey	$11.2M	+$10.6M	1	0.03%	New
291	Soros Fund Management New York	$11.1M	+$8.84M	1	0.26%	Increased
292	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$11.1M	-$2.63M	1	0.13%	Reduced
293	Jane Street New York	$11M	+$187K	4	0.05%	Increased
294	Voloridge Investment Management Jupiter, Florida	$10.9M	+$6.27M	1	0.23%	Increased
295	BNP Paribas Asset Management Paris, France	$10.9M	-$18.7M	3	0.1%	Reduced
296	MP Marlowe Partners New York	$10.8M	+$9.89M	2	4.25%	New
297	Gulf International Bank (UK) London, United Kingdom	$10.7M	-$1.33M	3	0.16%	Reduced
298	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$10.6M	+$1.49M	1	2.23%	Increased
299	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$10.5M	+$2.07M	7	0.51%	Increased
300	OAM Oxford Asset Management Oxford, United Kingdom	$10.4M	-$6.31M	2	0.37%	Reduced