← 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	Oregon Public Employees Retirement Fund Tigard, Oregon	$12.6M	+$1.21M	8	0.2%	Increased
302	Polar Capital London, United Kingdom	$12.5M	+$11.8M	1	0.13%	New
303	AIM Assured Investment Management New York	$12.3M	-$9.82M	5	0.35%	Reduced
304	CAM Cormorant Asset Management Boston, Massachusetts	$12.3M	-$415K	1	1%	Reduced
305	QIM Quantitative Investment Management Charlottesville, Virginia	$12.2M	+$14.1M	4	0.63%	Increased
306	Alyeska Investment Group Chicago, Illinois	$12.2M	-$61.9M	2	0.18%	Reduced
307	LA Linden Advisors New York	$12.1M	$0	1	0.34%	Maintained
308	RCM Riverhead Capital Management Wilmington, Delaware	$12M	-$5.25M	9	0.54%	Reduced
309	AI Atom Investors Austin, Texas	$12M	+$14.7M	5	1.18%	New
310	IECM Intrinsic Edge Capital Management Chicago, Illinois	$11.9M	-$3.42M	1	2%	Reduced
311	Todd Asset Management Louisville, Kentucky	$11.7M	+$14.3M	1	0.38%	Increased
312	MSL Mackay Shields LLC New York	$11.7M	+$4.04M	5	0.09%	Increased
313	Marshall Wace North America New York	$11.6M	-$4.62M	8	0.11%	Reduced
314	Advisors Asset Management Monument, Colorado	$11.5M	+$263K	5	0.23%	Increased
315	BB&T Securities Richmond, Virginia	$11.4M	+$494K	4	0.13%	Increased
316	Brandywine Global Investment Management Philadelphia, Pennsylvania	$11.4M	-$8.65M	3	0.08%	Reduced
317	TPSF Texas Permanent School Fund Austin, Texas	$11.4M	-$4.68M	8	0.2%	Reduced
318	Walleye Trading New York	$11.3M	-$1.62M	8	0.08%	Reduced
319	CC Cannell Capital Alta, Wyoming	$11.2M	+$670K	1	3.13%	Increased
320	MCIM Meadow Creek Investment Management Atlanta, Georgia	$11.1M	-$7.06M	7	0.26%	Reduced
321	RSCM Rock Springs Capital Management Baltimore, Maryland	$11.1M	-$12.4M	1	0.52%	Reduced
322	FCM Flinton Capital Management Philadelphia, Pennsylvania	$10.9M	+$371K	8	0.41%	Increased
323	Sit Investment Associates Minneapolis, Minnesota	$10.7M	-$6.15M	2	0.35%	Reduced
324	Public Employees Retirement Association of Colorado Denver, Colorado	$10.7M	+$472K	9	0.08%	Increased
325	CCONH Crosby Company of New Hampshire Salem, New Hampshire	$10.7M	$0	1	100%	Maintained