← 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	Oregon Public Employees Retirement Fund Tigard, Oregon	$10.4M	+$99.4K	6	0.16%	Increased
327	ACG Allen Capital Group Grand Island, Nebraska	$10.2M	+$9.6M	2	4.42%	New
328	CCM Copernicus Capital Management San Francisco, California	$10.2M	+$8.67M	1	7.57%	New
329	QS Investors New York	$10.2M	-$2.53M	10	0.1%	Reduced
330	SCA Secor Capital Advisors New York	$10.1M	+$4.27M	3	0.4%	Increased
331	Engineers Gate Manager New York	$10M	+$2.39M	4	0.69%	Increased
332	Scout Investments Kansas City, Missouri	$9.67M	-$805K	1	0.24%	Reduced
333	State Farm Mutual Automobile Insurance Bloomington, Illinois	$9.49M	$0	1	0.01%	Maintained
334	Weiss Multi-Strategy Advisers New York	$9.42M	+$3.83M	2	0.24%	Increased
335	Janney Montgomery Scott Philadelphia, Pennsylvania	$9.41M	-$402K	7	0.1%	Reduced
336	Laurion Capital Management New York	$9.4M	+$6.29M	5	0.05%	Increased
337	Great Lakes Advisors Chicago, Illinois	$9.36M	+$1.74M	1	0.21%	Increased
338	Utah Retirement Systems Salt Lake City, Utah	$9.31M	+$5.42K	5	0.2%	Increased
339	FQ First Quadrant Glendale, California	$9.18M	+$797K	5	0.17%	Increased
340	IC InterOcean Capital Chicago, Illinois	$9.03M	+$6.5M	1	1.21%	Increased
341	Jupiter Investment Management London, United Kingdom	$9.01M	+$6.94M	3	0.08%	Increased
342	CIBC World Markets New York	$8.8M	+$2.52M	3	0.06%	Increased
343	PJC Pelorus Jack Capital San Francisco, California	$8.72M	+$8.14M	1	1.17%	New
344	HCMNY Howard Capital Management (New York) New York	$8.71M	+$8.21M	1	1.28%	New
345	D.A. Davidson & Co Great Falls, Montana	$8.6M	+$212K	4	0.18%	Increased
346	Amalgamated Bank New York	$8.51M	+$327K	6	0.23%	Increased
347	Truist Financial Charlotte, North Carolina	$8.49M	-$1.15M	2	0.16%	Reduced
348	Gradient Investments Arden Hills, Minnesota	$8.43M	+$7.95M	4	0.49%	New
349	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$8.38M	+$3.29M	1	0.79%	Increased
350	Schonfeld Strategic Advisors New York	$8.29M	+$5.68M	4	0.68%	Increased