← 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	Martingale Asset Management Boston, Massachusetts	$18M	-$3.82M	6	0.21%	Reduced
277	Guggenheim Capital Chicago, Illinois	$18M	+$729K	7	0.14%	Increased
278	State of Alaska Department of Revenue Juneau, Alaska	$18M	-$7.16M	8	0.23%	Reduced
279	TNA True North Advisors Dallas, Texas	$17.7M	$0	1	4.25%	Maintained
280	PP PDT Partners New York	$17.4M	-$4.53M	4	1.18%	Reduced
281	E. Ohman J:or Asset Management Stockholm, Sweden	$17.2M	+$14.8M	3	0.99%	Increased
282	Scout Investments Kansas City, Missouri	$17.1M	+$7.01M	1	0.41%	Increased
283	HBK Investments Dallas, Texas	$17M	+$14.5M	2	0.22%	New
284	BCA Bernzott Capital Advisors Camarillo, California	$17M	+$16.4M	1	2.14%	New
285	MFWM Motley Fool Wealth Management Alexandria, Virginia	$17M	+$97.7K	1	0.96%	Increased
286	AA Antipodean Advisors New York	$16.9M	+$6.8M	1	7.79%	Increased
287	Parallax Volatility Advisers San Francisco, California	$16.9M	-$11.9M	6	0.02%	Reduced
288	Arizona State Retirement System Phoenix, Arizona	$16.8M	-$8.04M	10	0.24%	Reduced
289	BM Bridger Management New York	$16.5M	+$12.8M	2	1.53%	Increased
290	Nomura Asset Management Tokyo, Japan	$16.1M	-$3.01M	4	0.14%	Reduced
291	Fjarde Ap-fonden Stockholm, Sweden	$16.1M	+$2.48M	4	0.2%	Increased
292	Jane Street New York	$16.1M	+$8.42M	11	0.01%	Increased
293	Zurich Cantonal Bank Zurich, Switzerland	$16.1M	+$117K	12	0.14%	Increased
294	Qube Research & Technologies (QRT) London, United Kingdom	$16M	+$13.7M	9	0.23%	Increased
295	Castleark Management Chicago, Illinois	$16M	+$3.75M	2	0.7%	Increased
296	Balyasny Asset Management Chicago, Illinois	$15.7M	-$1M	4	0.14%	Reduced
297	Achmea Investment Management Zeist, Netherlands	$15.6M	+$15.3M	2	0.53%	Increased
298	VCM Vigilant Capital Management Portland, Maine	$15.5M	+$373K	3	1.89%	Increased
299	Azimuth Capital Management Bloomfield Hills, Michigan	$15.5M	-$744K	3	0.99%	Reduced
300	RIG Roosevelt Investment Group New York	$15.4M	-$2.28M	2	1.52%	Reduced