← 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
301	FCM Flinton Capital Management Philadelphia, Pennsylvania	$12.3M	+$1.56M	6	0.45%	Increased
302	Hancock Whitney Gulfport, Mississippi	$12.3M	+$10.1M	2	0.52%	Increased
303	KBC Group Brussels, Belgium	$12.2M	+$5.37M	5	0.12%	Increased
304	ECM Endurant Capital Management San Mateo, California	$12M	+$1.79M	1	3.4%	Increased
305	Baird Financial Group Milwaukee, Wisconsin	$12M	-$3.12M	4	0.09%	Reduced
306	Tudor Investment Corp Stamford, Connecticut	$12M	-$26.4M	6	0.36%	Reduced
307	Natixis Advisors Boston, Massachusetts	$11.9M	+$688K	6	0.13%	Increased
308	First National Bank of Omaha Omaha, Nebraska	$11.7M	-$223K	3	0.73%	Reduced
309	PCM Pennant Capital Management Summit, New Jersey	$11.7M	-$7.5M	1	0.69%	Reduced
310	Laurion Capital Management New York	$11.7M	+$10M	5	0.06%	Increased
311	LSC Lyon Street Capital Sausalito, California	$11.4M	+$159K	1	4.58%	Increased
312	MSR Main Street Research Lakeville, Connecticut	$11.4M	+$207K	2	1.85%	Increased
313	Gulf International Bank (UK) London, United Kingdom	$11.3M	+$228K	3	0.16%	Increased
314	Oregon Public Employees Retirement Fund Tigard, Oregon	$11.3M	-$2.08M	6	0.19%	Reduced
315	GHCM Glen Harbor Capital Management San Diego, California	$11.3M	+$5.2M	7	0.27%	Increased
316	Azimuth Capital Management Bloomfield Hills, Michigan	$11.1M	-$27.7K	3	0.87%	Reduced
317	Copeland Capital Management Conshohocken, Pennsylvania	$11M	+$1.72M	1	0.72%	Increased
318	Cubist Systematic Strategies Stamford, Connecticut	$10.9M	+$6.05M	5	0.7%	Increased
319	Raymond James Financial Services Advisors St. Petersburg, Florida	$10.8M	-$922K	5	0.07%	Reduced
320	NHAS Novo Holdings A/S Hellerup, Denmark	$10.7M	-$857K	1	1.28%	Reduced
321	Andra AP-fonden Goteborg, Sweden	$10.6M	+$219K	3	0.26%	Increased
322	Castleark Management Chicago, Illinois	$10.6M	+$8.44M	1	0.35%	Increased
323	CIBC World Market Toronto, Ontario, Canada	$10.5M	+$3.02M	3	0.04%	Increased
324	Susquehanna International Group Bala Cynwyd, Pennsylvania	$10.5M	+$1.47M	8	0%	Increased
325	Point72 Asset Management Stamford, Connecticut	$10.5M	-$36.8M	3	0.06%	Reduced