← 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	Putnam Investments Boston, Massachusetts	$10.2M	+$9.42M	1	0.02%	New
327	NA Neuburgh Advisers Los Angeles, California	$10.1M	+$1.21M	4	0.33%	Increased
328	Oregon Public Employees Retirement Fund Tigard, Oregon	$10.1M	-$2.51M	8	0.14%	Reduced
329	ACM Atika Capital Management New York	$10M	+$1.4M	1	1.97%	Increased
330	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$10M	-$71K	3	3.44%	Reduced
331	PC Periscope Capital Toronto, Ontario, Canada	$9.93M	+$1.7M	2	1.42%	Increased
332	SCM Stevens Capital Management Radnor, Pennsylvania	$9.93M	-$17.8M	2	0.44%	Reduced
333	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$9.9M	+$4.02M	6	0.08%	Increased
334	M&T Bank Buffalo, New York	$9.84M	+$220K	6	0.05%	Increased
335	IP Interval Partners New York	$9.73M	+$10.1M	1	0.39%	New
336	Utah Retirement Systems Salt Lake City, Utah	$9.63M	-$23.7K	5	0.18%	Reduced
337	Xact Kapitalforvaltning Stockholm, Sweden	$9.59M	-$564K	7	0.2%	Reduced
338	Bessemer Group Woodbridge, New Jersey	$9.54M	+$1.03M	7	0.03%	Increased
339	CC Cannell Capital Alta, Wyoming	$9.53M	+$317K	1	2.7%	Increased
340	Mairs & Power Inc St Paul, Minnesota	$9.51M	+$4.31K	1	0.11%	Increased
341	PFC Phocas Financial Corp Alameda, California	$9.48M	+$3.38M	2	1%	Increased
342	Jefferies Group New York	$9.37M	-$11.1M	5	0.07%	Reduced
343	Bahl & Gaynor Cincinnati, Ohio	$9.32M	-$66.9K	2	0.07%	Reduced
344	GIPM G2 Investment Partners Management New York	$9.26M	+$7.02M	1	2.91%	Increased
345	Deerfield Management New York	$9.16M	+$653K	1	0.33%	Increased
346	Trillium Asset Management Boston, Massachusetts	$9.07M	+$157K	2	0.44%	Increased
347	ECP Elk Creek Partners Denver, Colorado	$9.04M	-$339K	1	0.68%	Reduced
348	CEP Chicago Equity Partners Chicago, Illinois	$9.01M	-$2.15M	5	0.4%	Reduced
349	Mutual of America Capital Management New York	$8.99M	+$98.3K	8	0.13%	Increased
350	BCMNY Buckingham Capital Management (New York) New York	$8.85M	+$1.13M	1	1.09%	Increased