← 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	PFC Phocas Financial Corp Alameda, California	$9.11M	-$7.42K	2	0.97%	Reduced
352	Mutual of America Capital Management New York	$9.09M	-$1.92M	8	0.13%	Reduced
353	Wolverine Asset Management Chicago, Illinois	$9.06M	+$6.15M	3	0.12%	Increased
354	Natixis Paris, France	$9.05M	+$8.53M	2	0.06%	New
355	Artisan Partners Milwaukee, Wisconsin	$9.03M	+$8.52M	1	0.02%	New
356	MSA Mason Street Advisors Milwaukee, Wisconsin	$8.98M	-$187K	8	0.18%	Reduced
357	Jane Street New York	$8.96M	-$35.9M	6	0.01%	Reduced
358	LMR Partners London, United Kingdom	$8.91M	+$7.95M	3	0.44%	Increased
359	British Columbia Investment Management Victoria, British Columbia, Canada	$8.87M	-$2.83M	4	0.09%	Reduced
360	PP Paloma Partners Greenwich, Connecticut	$8.77M	+$4.42M	6	0.18%	Increased
361	KIC Keating Investment Counselors Delray Beach, Florida	$8.71M	-$215K	1	3.92%	Reduced
362	TAM Tyers Asset Management Austin, Texas	$8.69M	-$4.17M	6	0.29%	Reduced
363	DA DSC Advisors Chicago, Illinois	$8.56M	$0	1	1.69%	Maintained
364	IP Interval Partners New York	$8.56M	-$8M	1	0.33%	Reduced
365	SCM Stormborn Capital Management Greenwich, Connecticut	$8.53M	+$8.39M	2	5.39%	New
366	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$8.51M	$0	1	1.04%	Maintained
367	Pacer Advisors Malvern, Pennsylvania	$8.5M	+$716K	7	0.19%	Increased
368	MassMutual Private Wealth & Trust Windsor, Connecticut	$8.43M	-$8.54K	3	0.56%	Reduced
369	First National Bank of Omaha Omaha, Nebraska	$8.4M	+$1.63M	2	0.54%	Increased
370	FVCM F&V Capital Management Boca Raton, Florida	$8.38M	+$1.1M	1	5.19%	Increased
371	HCM Huber Capital Management El Segundo, California	$8.36M	+$415K	2	1.03%	Increased
372	SAM Shell Asset Management The Hague, Netherlands	$8.27M	-$825K	4	0.19%	Reduced
373	Walleye Trading New York	$8.14M	-$4.16M	4	0.07%	Reduced
374	Group One Trading Chicago, Illinois	$8.12M	-$11.5M	7	0.07%	Reduced
375	Armistice Capital New York	$8.11M	+$8.22M	1	0.54%	New