← 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	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$18M	-$754K	1	2.71%	Reduced
277	RG Renaissance Group Covington, Kentucky	$17.9M	+$17.5M	2	0.63%	New
278	CC Carbonado Capital New York	$17.8M	+$2.94M	1	6.11%	Increased
279	KCM Kingdon Capital Management New York	$17.6M	+$5.98M	1	1.23%	Increased
280	MSR Main Street Research Lakeville, Connecticut	$17M	+$864K	1	2.44%	Increased
281	RTW Investments New York	$17M	+$16.1M	1	1.02%	New
282	ACB Aristotle Capital Boston Boston, Massachusetts	$16.9M	+$1.03M	1	1.24%	Increased
283	Virginia Retirement Systems Richmond, Virginia	$16.9M	+$1.47M	5	0.2%	Increased
284	Raymond James Financial Services Advisors St. Petersburg, Florida	$16.7M	+$1.11M	9	0.08%	Increased
285	State of Michigan Retirement System Lansing, Michigan	$16.4M	+$951K	6	0.12%	Increased
286	IP Interval Partners New York	$16.4M	+$16.6M	1	0.67%	New
287	DG Delek Group Herzliya, Israel	$16.3M	+$4.02M	1	0.68%	Increased
288	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$16.2M	$0	2	3.17%	Maintained
289	Caption Management Oklahoma City, Oklahoma	$16M	+$14.1M	1	0.88%	Increased
290	CEP Chicago Equity Partners Chicago, Illinois	$16M	+$3.54M	6	0.47%	Increased
291	Hood River Capital Management Palm Beach Gardens, Florida	$15.9M	+$14.6M	1	0.7%	New
292	EP Elkfork Partners Portland, Oregon	$15.9M	-$1.3M	6	0.38%	Reduced
293	Assenagon Asset Management Senningerberg, Luxembourg	$15.7M	-$6.74M	3	0.16%	Reduced
294	1832 Asset Management Toronto, Ontario, Canada	$15.7M	+$3.43M	1	0.05%	Increased
295	Nomura Asset Management Tokyo, Japan	$15.5M	+$41.6K	4	0.15%	Increased
296	Maverick Capital Dallas, Texas	$15.4M	-$1.54M	4	0.19%	Reduced
297	BB&T Securities Richmond, Virginia	$15.4M	+$5.22M	6	0.15%	Increased
298	United Capital Financial Advisors Irving, Texas	$15.2M	-$512K	4	0.11%	Reduced
299	DA Denali Advisors San Diego, California	$15.2M	+$13M	2	2.23%	Increased
300	ARTA A.R.T. Advisors New York	$14.9M	-$4.63M	5	0.68%	Reduced