← 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	$13M	-$1.18M	5	0.43%	Reduced
302	RAM RWC Asset Management London, United Kingdom	$12.9M	+$5.49M	1	0.68%	Increased
303	SG Americas Securities New York	$12.9M	-$4.11M	10	0.1%	Reduced
304	PEAK6 Group Chicago, Illinois	$12.8M	+$5.53M	7	0.06%	Increased
305	UONDDL University of Notre Dame du Lac South Bend, Indiana	$12.6M	+$2.19M	2	2.34%	Increased
306	Mutual of America Capital Management New York	$12.6M	-$1.08M	6	0.19%	Reduced
307	Cubist Systematic Strategies Stamford, Connecticut	$12.5M	+$4.61M	9	0.73%	Increased
308	DekaBank Deutsche Girozentrale Frankfurt, Germany	$12.5M	-$16.3M	3	0.09%	Reduced
309	Gulf International Bank (UK) London, United Kingdom	$12.5M	+$56.3K	3	0.16%	Increased
310	KIC Keating Investment Counselors Delray Beach, Florida	$12.5M	-$468K	2	5.75%	Reduced
311	Jefferies Group New York	$12.3M	+$3.53M	8	0.07%	Increased
312	PHS Pekin Hardy Strauss Chicago, Illinois	$12.1M	-$10.7M	1	2.21%	Reduced
313	Driehaus Capital Management Chicago, Illinois	$12.1M	+$5.2M	3	0.43%	Increased
314	HCM Huber Capital Management El Segundo, California	$12M	-$1.28M	2	0.7%	Reduced
315	Fenimore Asset Management Cobleskill, New York	$11.9M	+$805K	1	0.46%	Increased
316	PAS Professional Advisory Services Vero Beach, Florida	$11.9M	-$1.66M	1	2.57%	Reduced
317	DG Delek Group Herzliya, Israel	$11.9M	$0	1	0.61%	Maintained
318	Guardian Capital (Canada) Toronto, Ontario, Canada	$11.9M	+$926K	1	0.2%	Increased
319	MAMU Marathon Asset Management (UK) London, United Kingdom	$11.8M	-$20.2M	1	0.18%	Reduced
320	SIM Spark Investment Management New York	$11.8M	-$3.12M	1	0.75%	Reduced
321	EBIM Eagle Boston Investment Management Boston, Massachusetts	$11.6M	+$535K	1	1.15%	Increased
322	SCM Symons Capital Management Pittsburgh, Pennsylvania	$11.6M	-$1.35M	1	3.51%	Reduced
323	AIM Assured Investment Management New York	$11.5M	-$1.71M	4	0.26%	Reduced
324	Fjarde Ap-fonden Stockholm, Sweden	$11.5M	-$131K	3	0.18%	Reduced
325	MLICM Metropolitan Life Insurance Company (MetLife) New York	$11.5M	-$291K	10	0.16%	Reduced