← 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	Gulf International Bank (UK) London, United Kingdom	$12.4M	-$47.7K	4	0.21%	Reduced
302	Sit Investment Associates Minneapolis, Minnesota	$12.3M	-$5.49M	1	0.38%	Reduced
303	HBK Investments Dallas, Texas	$12.2M	$0	1	0.16%	Maintained
304	SCM Stadium Capital Management New Canaan, Connecticut	$12.2M	-$27.6M	1	7.35%	Reduced
305	Chartwell Investment Partners Berywn, Pennsylvania	$12.2M	+$11.1M	2	0.41%	New
306	TPSF Texas Permanent School Fund Austin, Texas	$12.1M	-$552K	8	0.19%	Reduced
307	Trillium Asset Management Boston, Massachusetts	$12M	+$783K	2	0.56%	Increased
308	ARTA A.R.T. Advisors New York	$12M	-$22.5M	6	0.6%	Reduced
309	ECP Elk Creek Partners Denver, Colorado	$11.9M	+$4.82M	1	1.03%	Increased
310	BCM Bayesian Capital Management Brooklyn, New York	$11.9M	+$10.2M	6	2.24%	Increased
311	Assenagon Asset Management Senningerberg, Luxembourg	$11.8M	+$8.53M	3	0.08%	Increased
312	Jefferies Group New York	$11.7M	+$2.02M	7	0.09%	Increased
313	MLICM Metropolitan Life Insurance Company (MetLife) New York	$11.6M	-$58.2K	11	0.2%	Reduced
314	RC Reik & Co New York	$11.5M	$0	1	3.04%	Maintained
315	Xact Kapitalforvaltning Stockholm, Sweden	$11.5M	+$930K	7	0.22%	Increased
316	PC Periscope Capital Toronto, Ontario, Canada	$11.3M	+$1.31M	2	1.47%	Increased
317	Wolverine Trading Chicago, Illinois	$11.2M	-$8.06M	5	0.03%	Reduced
318	NCGI Next Century Growth Investors Plymouth, Minnesota	$11.1M	-$2.34M	1	1.79%	Reduced
319	M&T Bank Buffalo, New York	$11M	+$115K	6	0.05%	Increased
320	Polar Asset Management Partners Toronto, Ontario, Canada	$10.8M	-$1.45M	2	0.19%	Reduced
321	Bridgeway Capital Management Houston, Texas	$10.8M	+$312K	6	0.15%	Increased
322	Axa Paris, France	$10.7M	+$9.03M	3	0.04%	Increased
323	NHAS Novo Holdings A/S Hellerup, Denmark	$10.7M	$0	1	1.83%	Maintained
324	CIM Contrarius Investment Management St. Helier, Jersey	$10.6M	-$1.29M	1	0.63%	Reduced
325	Oregon Public Employees Retirement Fund Tigard, Oregon	$10.5M	-$644K	8	0.14%	Reduced