← 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	Utah Retirement Systems Salt Lake City, Utah	$10.5M	-$22.4K	5	0.2%	Reduced
327	CAM Cormorant Asset Management Boston, Massachusetts	$10.5M	-$1.82M	1	0.64%	Reduced
328	CT Cambridge Trust Cambridge, Massachusetts	$10.3M	+$9.36M	1	0.6%	Increased
329	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$10.3M	-$779K	3	3.54%	Reduced
330	Blackstone Inc New York	$10.2M	-$3.73M	1	0.06%	Reduced
331	Amalgamated Bank New York	$10.2M	+$815K	8	0.21%	Increased
332	PAS Professional Advisory Services Vero Beach, Florida	$10.1M	-$4.58M	1	1.92%	Reduced
333	Bessemer Group Woodbridge, New Jersey	$10.1M	+$385K	6	0.04%	Increased
334	AAP Ardsley Advisory Partners Stamford, Connecticut	$10M	-$533K	2	2.24%	Reduced
335	GAM GVO Asset Management Zug, Switzerland	$9.93M	+$7.38M	1	4.63%	Increased
336	OMERS Administration Corp Toronto, Ontario, Canada	$9.84M	+$3.41M	4	0.1%	Increased
337	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$9.83M	-$3.92M	4	0.18%	Reduced
338	FCM Flinton Capital Management Philadelphia, Pennsylvania	$9.78M	-$5.01M	7	0.3%	Reduced
339	Twin Tree Management Dallas, Texas	$9.71M	-$3.46M	3	0.04%	Reduced
340	Bahl & Gaynor Cincinnati, Ohio	$9.61M	-$730K	2	0.07%	Reduced
341	Copeland Capital Management Conshohocken, Pennsylvania	$9.61M	-$2.35M	2	0.49%	Reduced
342	Public Employees Retirement Association of Colorado Denver, Colorado	$9.6M	-$6.1K	9	0.06%	Reduced
343	Mairs & Power Inc St Paul, Minnesota	$9.59M	+$26.7K	1	0.12%	Increased
344	WRBC W.R. Berkley Corp Greenwich, Connecticut	$9.55M	+$6.92M	2	1.59%	Increased
345	AA Antipodean Advisors New York	$9.35M	+$3.4M	1	7.8%	Increased
346	MSL Mackay Shields LLC New York	$9.34M	+$1.31M	4	0.06%	Increased
347	ACG Allen Capital Group Grand Island, Nebraska	$9.21M	+$357	2	2.85%	Increased
348	CC Cannell Capital Alta, Wyoming	$9.15M	+$1.56K	1	2.97%	Increased
349	HCMNY Howard Capital Management (New York) New York	$9.14M	+$412K	1	1.3%	Increased
350	JP Morgan Private Wealth Advisors San Francisco, California	$9.13M	+$697K	5	0.05%	Increased