← 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	LA Linden Advisors New York	$11.8M	$0	1	0.36%	Maintained
352	OCM Osterweis Capital Management San Francisco, California	$11.8M	+$3.08M	2	0.75%	Increased
353	Fjarde Ap-fonden Stockholm, Sweden	$11.7M	-$180K	3	0.17%	Reduced
354	Oppenheimer Asset Management New York	$11.6M	-$135K	4	0.26%	Reduced
355	Cambridge Investment Research Advisors Fairfield, Iowa	$11.4M	+$4.38M	7	0.11%	Increased
356	CAM ClariVest Asset Management San Diego, California	$11.3M	-$6.33M	2	0.2%	Reduced
357	SAM Shell Asset Management The Hague, Netherlands	$11.3M	+$267K	4	0.22%	Increased
358	Commonwealth Equity Services Waltham, Massachusetts	$11.2M	+$544K	9	0.05%	Increased
359	WEC White Elm Capital Greenwich, Connecticut	$11.1M	+$1.98M	1	2.64%	Increased
360	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$11.1M	-$3.61M	3	0.03%	Reduced
361	CCONH Crosby Company of New Hampshire Salem, New Hampshire	$10.8M	$0	1	100%	Maintained
362	AA Antipodean Advisors New York	$10.8M	+$10.9M	1	13.39%	New
363	CIBC World Market Toronto, Ontario, Canada	$10.8M	+$5.23M	6	0.05%	Increased
364	GCP GSA Capital Partners London, United Kingdom	$10.6M	-$4.62M	5	0.59%	Reduced
365	MSL Mackay Shields LLC New York	$10.6M	-$8.41M	3	0.08%	Reduced
366	Candriam SCA Strassen, Luxembourg, Luxembourg	$10.5M	+$4.96M	4	0.14%	Increased
367	Xact Kapitalforvaltning Stockholm, Sweden	$10.5M	+$95.9K	9	0.22%	Increased
368	DP DSAM Partners London, United Kingdom	$10.4M	-$23.8M	2	1.53%	Reduced
369	Natixis Advisors Boston, Massachusetts	$10.4M	-$427K	4	0.09%	Reduced
370	FCI Financial Counselors Inc Overland Park, Kansas	$10.4M	+$338K	4	0.46%	Increased
371	JCM JS Capital Management New York	$10.4M	-$5.14M	1	2.86%	Reduced
372	LPL Financial San Diego, California	$10.4M	-$2.27M	8	0.03%	Reduced
373	RC Reik & Co New York	$10.4M	-$528K	1	2.96%	Reduced
374	SCM Suffolk Capital Management New York	$10.3M	+$1.92M	1	1.47%	Increased
375	PVI Pura Vida Investments New York	$10.2M	+$2.03M	1	2.16%	Increased