← 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	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$8.27M	-$4.2M	3	0.01%	Reduced
352	Maverick Capital Dallas, Texas	$8.09M	+$2.94M	1	0.1%	Increased
353	Squarepoint New York	$8.03M	-$10.1M	5	0.14%	Reduced
354	SCM Stevens Capital Management Radnor, Pennsylvania	$7.98M	-$1.49M	1	0.31%	Reduced
355	CCONH Crosby Company of New Hampshire Salem, New Hampshire	$7.96M	+$7.77M	1	100%	New
356	SCM Stonerise Capital Management San Francisco, California	$7.95M	+$6.77M	1	10.84%	New
357	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.93M	-$4.22K	8	0.09%	Reduced
358	Wolverine Trading Chicago, Illinois	$7.8M	+$2.83M	8	0.03%	Increased
359	Oppenheimer & Co New York	$7.78M	-$72.6K	4	0.2%	Reduced
360	Jefferies Group New York	$7.74M	-$6.7M	7	0.04%	Reduced
361	CC Cannell Capital Alta, Wyoming	$7.67M	+$3.33M	1	2.23%	Increased
362	Commonwealth Equity Services Waltham, Massachusetts	$7.67M	-$1.09K	8	0.04%	Reduced
363	Ferguson Wellman Capital Management Portland, Oregon	$7.66M	+$251K	2	0.26%	Increased
364	CAM ClariVest Asset Management San Diego, California	$7.64M	+$2.55M	3	0.13%	Increased
365	EBIM Eagle Boston Investment Management Boston, Massachusetts	$7.61M	+$526K	1	0.76%	Increased
366	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$7.6M	-$406K	3	0.26%	Reduced
367	Barings Charlotte, North Carolina	$7.6M	+$3.62M	4	0.1%	Increased
368	IP Interval Partners New York	$7.57M	-$38.2M	1	0.32%	Reduced
369	Bridgeway Capital Management Houston, Texas	$7.54M	+$2.01M	5	0.08%	Increased
370	SCM Stormborn Capital Management Greenwich, Connecticut	$7.53M	+$7.1M	1	5.39%	New
371	Group One Trading Chicago, Illinois	$7.48M	-$3.52M	4	0.05%	Reduced
372	UONDDL University of Notre Dame du Lac South Bend, Indiana	$7.44M	+$2.36M	1	1.54%	Increased
373	Jane Street New York	$7.44M	-$2.86M	5	0.02%	Reduced
374	SAM Shell Asset Management The Hague, Netherlands	$7.43M	-$7.18K	4	0.15%	Reduced
375	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$7.31M	+$186K	3	2.69%	Increased