← 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	Quadrature Capital London, United Kingdom	$13.8M	+$9.37M	1	0.91%	Increased
277	SG Americas Securities New York	$13.8M	+$1.04M	10	0.1%	Increased
278	Empyrean Capital Partners Los Angeles, California	$13.7M	+$9.23M	1	0.61%	Increased
279	Candriam SCA Strassen, Luxembourg, Luxembourg	$13.7M	+$10.6M	4	0.17%	Increased
280	Zurich Cantonal Bank Zurich, Switzerland	$13.7M	+$1.57M	10	0.12%	Increased
281	CCONH Crosby Company of New Hampshire Salem, New Hampshire	$13.7M	-$55.4K	1	100%	Reduced
282	Employees Retirement System of Texas Austin, Texas	$13.6M	-$2.85M	5	0.21%	Reduced
283	PAS Professional Advisory Services Vero Beach, Florida	$13.4M	-$1.44M	1	2.6%	Reduced
284	NCGI Next Century Growth Investors Plymouth, Minnesota	$13.2M	+$982K	1	1.64%	Increased
285	AAP Ardsley Advisory Partners Stamford, Connecticut	$13M	+$2.78M	2	2.05%	Increased
286	Winton Group London, United Kingdom	$12.7M	-$6.72M	4	0.25%	Reduced
287	CRCP Copper Rock Capital Partners Boston, Massachusetts	$12.5M	+$1.79M	1	0.92%	Increased
288	Trexquant Investment Stamford, Connecticut	$12.5M	+$2.01M	3	1.12%	Increased
289	Azimuth Capital Management Bloomfield Hills, Michigan	$12.4M	-$532K	3	0.82%	Reduced
290	Twin Tree Management Dallas, Texas	$12.3M	+$290K	4	0.06%	Increased
291	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$12.3M	+$9.3M	4	0.23%	Increased
292	FCI Financial Counselors Inc Overland Park, Kansas	$12.3M	+$206K	3	0.5%	Increased
293	Voloridge Investment Management Jupiter, Florida	$12.2M	-$4.66M	6	0.34%	Reduced
294	TAM Tyers Asset Management Austin, Texas	$12.2M	+$145K	5	0.41%	Increased
295	Segall Bryant & Hamill Chicago, Illinois	$12.2M	+$2.71M	2	0.18%	Increased
296	CIBC World Market Toronto, Ontario, Canada	$12.2M	+$2.51M	4	0.05%	Increased
297	Polar Asset Management Partners Toronto, Ontario, Canada	$12.2M	+$12.1M	1	0.22%	New
298	CAM Cormorant Asset Management Boston, Massachusetts	$12.1M	-$2.69M	1	0.7%	Reduced
299	Tudor Investment Corp Stamford, Connecticut	$12.1M	-$265K	5	0.34%	Reduced
300	HBK Investments Dallas, Texas	$12M	-$25M	1	0.1%	Reduced