← 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	Bessemer Group Woodbridge, New Jersey	$9.74M	-$258K	6	0.03%	Reduced
352	Castleark Management Chicago, Illinois	$9.71M	-$6.56M	1	0.39%	Reduced
353	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$9.62M	+$870K	10	0.11%	Increased
354	AA Antipodean Advisors New York	$9.53M	-$2.04M	1	5.45%	Reduced
355	MassMutual Private Wealth & Trust Windsor, Connecticut	$9.52M	-$237K	3	0.59%	Reduced
356	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$9.5M	+$1.34M	4	0.02%	Increased
357	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$9.5M	$0	1	1.24%	Maintained
358	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$9.4M	+$398K	4	0.24%	Increased
359	DnB Asset Management Oslo, Norway	$9.4M	+$2.04M	4	0.09%	Increased
360	QS Investors New York	$9.37M	+$2.88M	9	0.09%	Increased
361	WEO William E. Oberndorf	$9.34M	$0	1	5.14%	Maintained
362	Brandywine Global Investment Management Philadelphia, Pennsylvania	$9.27M	-$962K	1	0.07%	Reduced
363	IM Islet Management New York	$9.22M	+$8.63M	1	0.86%	New
364	FVCM F&V Capital Management Boca Raton, Florida	$9.22M	-$106K	1	5%	Reduced
365	RBA Richard Bernstein Advisors New York	$9.16M	$0	2	0.3%	Maintained
366	ORI Oak Ridge Investments Chicago, Illinois	$9.05M	+$7.84M	1	0.66%	New
367	State Farm Mutual Automobile Insurance Bloomington, Illinois	$9.04M	+$1.22M	1	0.01%	Increased
368	Qube Research & Technologies (QRT) London, United Kingdom	$9.01M	+$7.07M	6	0.28%	Increased
369	Schonfeld Strategic Advisors New York	$8.87M	+$5.21M	3	0.22%	Increased
370	AL AJO LP Philadelphia, Pennsylvania	$8.82M	+$7.8M	1	0.05%	New
371	SRCM Sage Rock Capital Management New York	$8.72M	+$8.69M	1	2.47%	New
372	CIBC Asset Management Toronto, Ontario, Canada	$8.71M	-$67.7K	5	0.05%	Reduced
373	Commonwealth Equity Services Waltham, Massachusetts	$8.64M	+$108K	9	0.03%	Increased
374	GIP Granite Investment Partners El Segundo, California	$8.64M	+$174K	1	0.41%	Increased
375	Nomura Holdings Tokyo, Japan	$8.63M	-$26.5K	6	0.03%	Reduced