← 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	SIM Spark Investment Management New York	$8.41M	-$1.04M	2	0.53%	Reduced
352	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$8.36M	-$4.79M	1	0.09%	Reduced
353	VCM Vivaldi Capital Management Chicago, Illinois	$8.23M	+$8.02M	1	2.5%	New
354	M&T Bank Buffalo, New York	$8.19M	-$591K	6	0.05%	Reduced
355	Fuller & Thaler Asset Management San Mateo, California	$8.17M	+$851K	3	0.11%	Increased
356	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$8.05M	-$139K	8	0.1%	Reduced
357	Fjarde Ap-fonden Stockholm, Sweden	$7.99M	-$790K	3	0.19%	Reduced
358	Creative Planning Overland Park, Kansas	$7.98M	+$544K	11	0.04%	Increased
359	SAM Shell Asset Management The Hague, Netherlands	$7.96M	+$236K	5	0.17%	Increased
360	ARTA A.R.T. Advisors New York	$7.95M	+$5.16M	6	0.37%	Increased
361	PP PDT Partners New York	$7.9M	-$3.62M	1	0.41%	Reduced
362	Vident Investment Advisory Alpharetta, Georgia	$7.87M	+$2.96M	3	0.78%	Increased
363	PC Pier Capital Stamford, Connecticut	$7.84M	+$837K	1	1.34%	Increased
364	Susquehanna International Group Bala Cynwyd, Pennsylvania	$7.82M	-$20.5M	8	0%	Reduced
365	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$7.79M	+$2.59M	4	0.02%	Increased
366	State Farm Mutual Automobile Insurance Bloomington, Illinois	$7.61M	$0	1	0.01%	Maintained
367	CIBC World Market Toronto, Ontario, Canada	$7.51M	+$1.35M	2	0.02%	Increased
368	KBC Group Brussels, Belgium	$7.42M	+$669K	5	0.07%	Increased
369	NA Neuburgh Advisers Los Angeles, California	$7.39M	+$2.4M	3	0.29%	Increased
370	Meag Munich Ergo Munich, Germany	$7.37M	+$1.3M	3	0.29%	Increased
371	Segall Bryant & Hamill Chicago, Illinois	$7.33M	-$2.7M	1	0.18%	Reduced
372	TIA Tandem Investment Advisors Charleston, South Carolina	$7.32M	+$518K	1	3.24%	Increased
373	Commerzbank Aktiengesellschaft Frankfurt, Germany	$7.32M	-$533K	5	0.11%	Reduced
374	Zurich Insurance Group Zurich, Switzerland	$7.32M	-$3.18M	4	0.21%	Reduced
375	Sculptor Capital New York	$7.3M	+$6.61M	2	0.04%	Increased