← 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	IAM Iridian Asset Management Westport, Connecticut	$19.5M	+$4.94M	2	4.17%	Increased
327	Fjarde Ap-fonden Stockholm, Sweden	$19.4M	+$18.1M	4	0.2%	New
328	BCM Bronte Capital Management Bondi Junction, Australia	$19.1M	-$393K	1	1.55%	Reduced
329	Samlyn Capital New York	$18.9M	-$5.14M	1	0.29%	Reduced
330	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$18.9M	+$833K	10	0.12%	Increased
331	Mawer Investment Management Calgary, Alberta, Canada	$18.7M	+$535K	1	0.09%	Increased
332	Braun Stacey Associates New York	$18.7M	+$17.1M	1	0.71%	New
333	MassMutual Private Wealth & Trust Windsor, Connecticut	$18.7M	+$475K	10	0.53%	Increased
334	Guggenheim Capital Chicago, Illinois	$18.6M	-$738K	7	0.13%	Reduced
335	Raymond James Financial Services Advisors St. Petersburg, Florida	$18.4M	+$4.23M	8	0.02%	Increased
336	HAM Harber Asset Management Asheville, North Carolina	$17.9M	+$3.31M	1	5.36%	Increased
337	Pathstone Holdings Englewood, New Jersey	$17.8M	-$1.84M	8	0.08%	Reduced
338	Engineers Gate Manager New York	$17.7M	-$9.64M	12	0.34%	Reduced
339	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$17.6M	+$9.15M	4	0.18%	Increased
340	RCW Rheos Capital Works Tokyo, Japan	$17.5M	-$4.69M	2	0.91%	Reduced
341	DC Dendur Capital New York	$17.5M	+$17.8M	1	2.38%	New
342	Shelton Capital Management Denver, Colorado	$17.5M	-$271K	6	0.45%	Reduced
343	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$17.4M	-$47.4K	1	3.21%	Reduced
344	DPCM Doma Perpetual Capital Management Miami, Florida	$17.4M	-$58.8M	1	8.77%	Reduced
345	Congress Wealth Management Boston, Massachusetts	$17.2M	+$745K	2	0.23%	Increased
346	VWM Valley Wealth Managers Paramus, New Jersey	$17.2M	+$418K	2	1.27%	Increased
347	Osaic Holdings Scottsdale, Arizona	$17.1M	-$720K	21	0.04%	Reduced
348	TC TwinBeech Capital Purchase, New York	$17.1M	-$12.1M	6	0.33%	Reduced
349	FVCM F&V Capital Management Boca Raton, Florida	$16.9M	+$5.11M	1	4.35%	Increased
350	Primecap Management Pasadena, California	$16.8M	+$15.4M	1	0.01%	New