← 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
351	Polar Asset Management Partners Toronto, Ontario, Canada	$7.31M	+$1.45M	1	0.31%	Increased
352	MAI Marble Arch Investments New York	$7.26M	+$6.8M	1	0.51%	New
353	Jane Street New York	$7.23M	-$1.95M	5	0.04%	Reduced
354	CEP Chicago Equity Partners Chicago, Illinois	$7.16M	+$1.72M	4	0.21%	Increased
355	KeyBank National Association Cleveland, Ohio	$7.12M	-$295K	5	0.05%	Reduced
356	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.1M	-$31.6K	6	0.09%	Reduced
357	State of Alaska Department of Revenue Juneau, Alaska	$7.1M	+$4.68M	2	0.74%	Increased
358	CG Cutler Group San Francisco, California	$7.04M	-$1.51M	7	0.46%	Reduced
359	Kornitzer Capital Management Shawnee Mission, Kansas	$7.03M	-$1.58M	1	0.12%	Reduced
360	C WorldWide Group Copenhagen, Denmark	$7.02M	$0	1	0.14%	Maintained
361	ANI American National Insurance Galveston, Texas	$6.96M	-$6.75K	1	0.41%	Reduced
362	WEO William E. Oberndorf	$6.89M	+$5.78M	1	16.5%	New
363	CIBC Asset Management Toronto, Ontario, Canada	$6.84M	+$1.27M	5	0.05%	Increased
364	KBC Group Brussels, Belgium	$6.77M	+$437K	4	0.11%	Increased
365	PFC Phocas Financial Corp Alameda, California	$6.59M	+$972K	2	0.51%	Increased
366	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$6.56M	+$2.92M	1	1.2%	Increased
367	ARM Adirondack Research & Management Guilderland, New York	$6.54M	-$455K	1	2.37%	Reduced
368	AT Acadia Trust Portland, Maine	$6.53M	+$39.9K	1	2.12%	Increased
369	DL Delta Lloyd Amsterdam, Netherlands	$6.52M	+$3.17M	3	0.22%	Increased
370	AGF Investments Inc Toronto, Ontario, Canada	$6.38M	-$562K	1	0.08%	Reduced
371	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$6.37M	+$527K	2	0.86%	Increased
372	Voloridge Investment Management Jupiter, Florida	$6.32M	-$15.3M	2	0.15%	Reduced
373	Barings Charlotte, North Carolina	$6.23M	+$594K	4	0.17%	Increased
374	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$6.23M	-$2.7M	5	0.26%	Reduced
375	Virginia Retirement System Richmond, Virginia	$6.2M	+$5.8M	4	0.09%	New