← 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	Sit Investment Associates Minneapolis, Minnesota	$13M	+$1.15M	1	0.41%	Increased
327	Kennedy Capital Management St Louis, Missouri	$13M	-$1.37M	2	0.37%	Reduced
328	KC Kepos Capital New York	$12.9M	+$7.99M	1	1.67%	Increased
329	CAM Cormorant Asset Management Boston, Massachusetts	$12.9M	-$155K	1	0.49%	Reduced
330	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$12.8M	-$146K	1	3.7%	Reduced
331	Mutual of America Capital Management New York	$12.7M	+$2.19M	9	0.18%	Increased
332	Voloridge Investment Management Jupiter, Florida	$12.6M	+$2.07M	5	0.14%	Increased
333	Cookson Peirce & Co Pittsburgh, Pennsylvania	$12.6M	+$2.71M	2	1.18%	Increased
334	Public Employees Retirement Association of Colorado Denver, Colorado	$12.5M	+$935K	10	0.07%	Increased
335	CCPM Cooper Creek Partners Management New York	$12.4M	+$10.7M	1	3.21%	New
336	Utah Retirement Systems Salt Lake City, Utah	$12.4M	-$138K	5	0.23%	Reduced
337	AL AJO LP Philadelphia, Pennsylvania	$12.4M	-$12.3M	3	0.11%	Reduced
338	Boston Trust Walden Boston, Massachusetts	$12.4M	+$1.08M	1	0.17%	Increased
339	Davidson Kempner Capital Management New York	$12.3M	-$1.16M	1	0.3%	Reduced
340	GL Governors Lane New York	$12.3M	-$12.7M	1	1.31%	Reduced
341	Trillium Asset Management Boston, Massachusetts	$12.3M	+$1.63M	2	0.52%	Increased
342	Bahl & Gaynor Cincinnati, Ohio	$12.1M	+$52.4K	1	0.09%	Increased
343	First Eagle Investment Management New York	$12.1M	+$9.03M	1	0.04%	Increased
344	JP Morgan Private Wealth Advisors San Francisco, California	$12M	-$1.55M	5	0.05%	Reduced
345	Magnetar Financial Evanston, Illinois	$11.5M	-$8.77M	2	0.34%	Reduced
346	CM Capital Management Glen Allen, Virginia	$11.3M	+$7.67M	1	3.78%	Increased
347	Hantz Financial Services Southfield, Michigan	$11.2M	-$871K	2	0.63%	Reduced
348	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$11.2M	-$2.23M	2	0.07%	Reduced
349	Pacer Advisors Malvern, Pennsylvania	$11.2M	+$10.3M	5	0.23%	Increased
350	NN Investment Partners Holdings The Hague, Netherlands	$11.1M	+$3.51M	3	0.07%	Increased