← 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
326	Janney Montgomery Scott Philadelphia, Pennsylvania	$8.86M	-$5.48M	7	0.16%	Reduced
327	Virtu KCG Holdings New York	$8.84M	+$2.9M	8	0.21%	Increased
328	AC Ascend Capital Orinda, California	$8.75M	+$865K	1	0.54%	Increased
329	Regions Financial Corp Birmingham, Alabama	$8.58M	-$564K	2	0.11%	Reduced
330	M&T Bank Buffalo, New York	$8.54M	-$713K	5	0.05%	Reduced
331	HCM Hilton Capital Management Garden City, New York	$8.5M	+$407K	1	2.1%	Increased
332	AQR Arbitrage Greenwich, Connecticut	$8.4M	+$2.17M	1	0.08%	Increased
333	CEP Chicago Equity Partners Chicago, Illinois	$8.34M	+$4.43M	4	0.23%	Increased
334	Commerzbank Aktiengesellschaft Frankfurt, Germany	$8.29M	-$3.4M	5	0.13%	Reduced
335	Copeland Capital Management Conshohocken, Pennsylvania	$8.27M	-$255K	1	0.53%	Reduced
336	Utah Retirement Systems Salt Lake City, Utah	$8.27M	+$6.66K	4	0.21%	Increased
337	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$8.26M	+$82.3K	6	0.43%	Increased
338	HP Hound Partners New York	$8.26M	$0	1	0.22%	Maintained
339	Raymond James Financial Services Advisors St. Petersburg, Florida	$8.21M	-$181K	5	0.07%	Reduced
340	SIM Spark Investment Management New York	$8.1M	+$5.82M	2	0.66%	Increased
341	PAIM Punch & Associates Investment Management Edina, Minnesota	$8.04M	+$35.2K	1	0.86%	Increased
342	Davidson Kempner Capital Management New York	$8.03M	+$7.92M	1	0.2%	New
343	State Farm Mutual Automobile Insurance Bloomington, Illinois	$7.91M	$0	1	0.01%	Maintained
344	1M 13D Management New York	$7.9M	-$1.14M	1	3.29%	Reduced
345	ExxonMobil Investment Management Irving, Texas	$7.8M	-$299K	2	0.16%	Reduced
346	FP Foundry Partners Minneapolis, Minnesota	$7.76M	+$322K	1	0.41%	Increased
347	Walleye Trading New York	$7.75M	+$6.56M	3	0.05%	Increased
348	PFC Phocas Financial Corp Alameda, California	$7.46M	+$234K	2	0.52%	Increased
349	NFGCM Norman Fields Gottscho Capital Management New York	$7.4M	+$537K	2	4.89%	Increased
350	Melvin Capital Management New York	$7.33M	+$7.81M	1	0.19%	New