← 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	SCM Stonepine Capital Management Bend, Oregon	$11.1M	+$12.5M	1	6.52%	New
302	Azimuth Capital Management Bloomfield Hills, Michigan	$10.9M	-$117K	3	0.81%	Reduced
303	PCM Pennant Capital Management Summit, New Jersey	$10.8M	+$914K	1	0.66%	Increased
304	Gulf International Bank (UK) London, United Kingdom	$10.7M	$0	3	0.14%	Maintained
305	Copeland Capital Management Conshohocken, Pennsylvania	$10.7M	-$196K	1	0.73%	Reduced
306	State of Alaska Department of Revenue Juneau, Alaska	$10.7M	+$2.4M	5	0.54%	Increased
307	FCM Flinton Capital Management Philadelphia, Pennsylvania	$10.7M	-$842K	5	0.38%	Reduced
308	Group One Trading Chicago, Illinois	$10.6M	-$4.22M	8	0.1%	Reduced
309	KIC Keating Investment Counselors Delray Beach, Florida	$10.5M	-$58.3K	2	4.58%	Reduced
310	FPC Falcon Point Capital San Francisco, California	$10.4M	-$2.93M	2	1.52%	Reduced
311	SEC Seven Eight Capital New York	$10.4M	+$6.55M	3	1.27%	Increased
312	TCW Group Los Angeles, California	$10.4M	-$66.9M	1	0.08%	Reduced
313	Raymond James Financial Services Advisors St. Petersburg, Florida	$10.4M	-$147K	6	0.07%	Reduced
314	NN Investment Partners Holdings The Hague, Netherlands	$10.3M	+$5.13M	3	0.07%	Increased
315	Nomura Holdings Tokyo, Japan	$10.2M	+$606K	6	0.02%	Increased
316	SIM Spark Investment Management New York	$10.2M	+$1.51M	3	0.54%	Increased
317	Loomis, Sayles & Company Boston, Massachusetts	$9.94M	-$671K	3	0.02%	Reduced
318	Jane Street New York	$9.88M	+$2.01M	4	0.03%	Increased
319	FP Foundry Partners Minneapolis, Minnesota	$9.86M	+$781K	1	0.39%	Increased
320	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$9.82M	+$1.98M	2	2%	Increased
321	Tocqueville Asset Management New York	$9.82M	+$46.9K	2	0.11%	Increased
322	KTA Keeley-Teton Advisors Chicago, Illinois	$9.74M	+$152K	3	0.53%	Increased
323	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$9.7M	+$9.79M	1	1.1%	New
324	MPAM Monarch Partners Asset Management Boston, Massachusetts	$9.6M	-$4.53M	1	0.93%	Reduced
325	Zurich Cantonal Bank Zurich, Switzerland	$9.55M	+$1.33M	9	0.09%	Increased