← 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	FTCM Fir Tree Capital Management New York	$11.3M	-$5.08M	1	1.12%	Reduced
327	PAS Professional Advisory Services Vero Beach, Florida	$11.3M	-$286K	1	2.01%	Reduced
328	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$11.1M	+$11.3M	7	0.05%	New
329	Polar Asset Management Partners Toronto, Ontario, Canada	$11.1M	+$172K	1	0.21%	Increased
330	ACG Allen Capital Group Grand Island, Nebraska	$10.9M	+$61.5K	2	2.89%	Increased
331	HCMNY Howard Capital Management (New York) New York	$10.9M	+$559K	1	1.36%	Increased
332	Public Employees Retirement Association of Colorado Denver, Colorado	$10.8M	-$294K	9	0.06%	Reduced
333	Bahl & Gaynor Cincinnati, Ohio	$10.7M	-$345K	2	0.07%	Reduced
334	RC Reik & Co New York	$10.6M	$0	1	2.73%	Maintained
335	Sit Investment Associates Minneapolis, Minnesota	$10.4M	-$2.78M	1	0.3%	Reduced
336	RMCP Red Mountain Capital Partners Los Angeles, California	$10.3M	$0	1	10.39%	Maintained
337	LCM LH Capital Markets New York	$10.3M	+$10.2M	1	2.35%	New
338	KIC Keating Investment Counselors Delray Beach, Florida	$10.2M	-$93.4K	1	4.46%	Reduced
339	Mutual of America Capital Management New York	$10.2M	-$10.5K	8	0.13%	Reduced
340	MSA Mason Street Advisors Milwaukee, Wisconsin	$10.1M	-$27.4K	8	0.19%	Reduced
341	LPL Financial San Diego, California	$10.1M	+$931K	7	0.02%	Increased
342	DekaBank Deutsche Girozentrale Frankfurt, Germany	$10M	-$15.9M	6	0.06%	Reduced
343	Wolverine Trading Chicago, Illinois	$9.96M	-$2.1M	7	0.02%	Reduced
344	Carillon Tower Advisers St. Petersburg, Florida	$9.94M	+$9.31M	1	0.07%	New
345	Trexquant Investment Stamford, Connecticut	$9.93M	+$4.48M	4	0.59%	Increased
346	Element Capital Management New York	$9.91M	+$7.37M	1	2.12%	Increased
347	Virginia Retirement Systems Richmond, Virginia	$9.88M	-$18.5M	5	0.11%	Reduced
348	MSR Main Street Research Lakeville, Connecticut	$9.85M	+$716K	1	1.55%	Increased
349	Boston Trust Walden Boston, Massachusetts	$9.78M	-$5.68M	2	0.11%	Reduced
350	DA DSC Advisors Chicago, Illinois	$9.75M	-$1.33M	1	4.67%	Reduced