← 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	Jacobs Levy Equity Management Florham Park, New Jersey	$12.8M	-$9.3M	5	0.19%	Reduced
302	PAS Professional Advisory Services Vero Beach, Florida	$12.8M	+$4.29M	1	2.56%	Increased
303	Banco Santander Madrid, Spain	$12.7M	+$11.2M	1	0.14%	Increased
304	Bellevue Group Kuesnacht, Switzerland	$12.7M	+$1.57M	2	0.7%	Increased
305	FCI Financial Counselors Inc Overland Park, Kansas	$12.6M	+$2.87M	3	0.54%	Increased
306	CRCP Copper Rock Capital Partners Boston, Massachusetts	$12.5M	+$12M	1	0.91%	New
307	LA Linden Advisors New York	$12.3M	$0	1	0.28%	Maintained
308	Trexquant Investment Stamford, Connecticut	$12.3M	+$6.42M	4	0.87%	Increased
309	Oregon Public Employees Retirement Fund Tigard, Oregon	$12.2M	-$81.4K	8	0.17%	Reduced
310	WBC Westpac Banking Corp Sydney, Australia	$12.2M	+$4.51M	4	0.2%	Increased
311	Wasatch Advisors Salt Lake City, Utah	$12.2M	+$3.33M	1	0.13%	Increased
312	BNP Paribas Asset Management Paris, France	$12.1M	+$423K	4	0.1%	Increased
313	Zurich Cantonal Bank Zurich, Switzerland	$12.1M	-$9.29M	11	0.11%	Reduced
314	MSL Mackay Shields LLC New York	$12M	+$142K	4	0.09%	Increased
315	VCM Vigilant Capital Management Portland, Maine	$12M	+$1.9M	3	1.68%	Increased
316	CIBC World Market Toronto, Ontario, Canada	$12M	+$5.55M	3	0.06%	Increased
317	NSCM New South Capital Management Memphis, Tennessee	$12M	+$128K	1	0.35%	Increased
318	TAM Tyers Asset Management Austin, Texas	$11.8M	+$328K	5	0.41%	Increased
319	KC Kepos Capital New York	$11.8M	-$4.58M	4	0.89%	Reduced
320	CCONH Crosby Company of New Hampshire Salem, New Hampshire	$11.7M	+$1.9M	1	100%	Increased
321	RC Reik & Co New York	$11.6M	-$21.1K	1	3.16%	Reduced
322	Polar Capital London, United Kingdom	$11.4M	$0	1	0.11%	Maintained
323	NCGI Next Century Growth Investors Plymouth, Minnesota	$11.3M	+$539K	1	1.51%	Increased
324	Azimuth Capital Management Bloomfield Hills, Michigan	$11.3M	-$1.27M	3	0.76%	Reduced
325	MUFG Securities EMEA London, United Kingdom	$11.2M	-$2.66M	1	0.13%	Reduced