← 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	KCM Kingdon Capital Management New York	$12.7M	-$10.9M	1	0.88%	Reduced
327	Point72 Asset Management Stamford, Connecticut	$12.6M	+$11.5M	3	0.05%	New
328	Kayne Anderson Rudnick Investment Management Los Angeles, California	$12.6M	+$1.47M	2	0.08%	Increased
329	Loomis, Sayles & Company Boston, Massachusetts	$12.3M	-$303K	2	0.02%	Reduced
330	CEP Chicago Equity Partners Chicago, Illinois	$12.2M	+$541K	5	0.37%	Increased
331	MGM Miura Global Management New York	$12M	-$14.7M	1	2.83%	Reduced
332	FPC Falcon Point Capital San Francisco, California	$11.9M	-$501K	2	2.33%	Reduced
333	PAS Professional Advisory Services Vero Beach, Florida	$11.8M	-$660K	1	2.44%	Reduced
334	LA Linden Advisors New York	$11.8M	-$1.69M	1	0.36%	Reduced
335	Public Employees Retirement Association of Colorado Denver, Colorado	$11.7M	-$97.8K	9	0.08%	Reduced
336	Oregon Public Employees Retirement Fund Tigard, Oregon	$11.7M	+$198K	5	0.17%	Increased
337	MSA Mason Street Advisors Milwaukee, Wisconsin	$11.6M	+$83.8K	7	0.26%	Increased
338	Fenimore Asset Management Cobleskill, New York	$11.6M	+$662K	1	0.44%	Increased
339	CAM Cormorant Asset Management Boston, Massachusetts	$11.6M	+$10.5M	1	0.86%	New
340	Commerzbank Aktiengesellschaft Frankfurt, Germany	$11.6M	-$9.46K	5	0.11%	Reduced
341	RC Reik & Co New York	$11.5M	-$29K	1	3.53%	Reduced
342	Fjarde Ap-fonden Stockholm, Sweden	$11.5M	-$284K	3	0.17%	Reduced
343	Guardian Capital (Canada) Toronto, Ontario, Canada	$11.4M	-$287K	1	0.19%	Reduced
344	Oppenheimer Asset Management New York	$11.4M	+$3.27M	4	0.28%	Increased
345	Cubist Systematic Strategies Stamford, Connecticut	$11.3M	-$1.81M	7	0.57%	Reduced
346	Copeland Capital Management Conshohocken, Pennsylvania	$11.3M	-$44.6K	1	0.66%	Reduced
347	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$11.3M	-$1.21M	4	0.02%	Reduced
348	RCM Ratan Capital Management Miami Beach, Florida	$11.2M	+$8.72M	1	5.04%	New
349	Tudor Investment Corp Stamford, Connecticut	$11.2M	+$3.8M	5	0.39%	Increased
350	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$11.2M	+$1.1M	1	1.05%	Increased