← 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	Azimuth Capital Management Bloomfield Hills, Michigan	$14.7M	-$668K	3	0.99%	Reduced
302	Natixis Paris, France	$14.7M	+$9.32M	2	0.08%	Increased
303	Bellevue Group Kuesnacht, Switzerland	$14.6M	+$3.21M	2	0.92%	Increased
304	OA Oak Associates Akron, Ohio	$14.5M	+$273K	2	0.89%	Increased
305	RHJA Rice Hall James & Associates San Diego, California	$14.4M	+$5.1M	2	0.52%	Increased
306	Susquehanna International Group Bala Cynwyd, Pennsylvania	$14.4M	-$18.5M	5	0%	Reduced
307	Putnam Investments Boston, Massachusetts	$14.2M	+$272K	2	0.03%	Increased
308	Cubist Systematic Strategies Stamford, Connecticut	$14.2M	+$2.77M	7	0.78%	Increased
309	First National Bank of Omaha Omaha, Nebraska	$14.2M	-$87K	3	0.8%	Reduced
310	Verition Fund Management Greenwich, Connecticut	$14.1M	+$10.3M	8	0.51%	Increased
311	T TOBAM Paris, France	$14.1M	-$7.2M	1	0.6%	Reduced
312	OMERS Administration Corp Toronto, Ontario, Canada	$14M	+$10.5M	3	0.13%	Increased
313	Kennedy Capital Management St Louis, Missouri	$13.9M	+$7.19M	3	0.26%	Increased
314	Tudor Investment Corp Stamford, Connecticut	$13.8M	+$2.37M	7	0.35%	Increased
315	Kayne Anderson Rudnick Investment Management Los Angeles, California	$13.8M	+$1.41M	2	0.08%	Increased
316	EBIM Eagle Boston Investment Management Boston, Massachusetts	$13.8M	+$250K	1	1.24%	Increased
317	KC Kepos Capital New York	$13.7M	+$11.3M	4	0.7%	Increased
318	PP Paloma Partners Greenwich, Connecticut	$13.7M	+$7.48M	4	0.25%	Increased
319	BGI BlueDrive Global Investors London, United Kingdom	$13.6M	-$24.8M	1	4.74%	Reduced
320	Bridgewater Associates Westport, Connecticut	$13.6M	+$12.9M	1	0.14%	Increased
321	Gulf International Bank (UK) London, United Kingdom	$13.3M	+$202K	3	0.16%	Increased
322	Nordea Investment Management Stockholm, Sweden	$13.3M	+$10.5M	4	0.03%	Increased
323	MLICM Metropolitan Life Insurance Company (MetLife) New York	$13.3M	+$563K	11	0.22%	Increased
324	MSA Mason Street Advisors Milwaukee, Wisconsin	$13.3M	+$1.6M	8	0.27%	Increased
325	FCM Flinton Capital Management Philadelphia, Pennsylvania	$13.2M	-$158K	8	0.41%	Reduced