← 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	Polar Asset Management Partners Toronto, Ontario, Canada	$14.7M	+$15.1M	2	0.15%	New
352	Gulf International Bank (UK) London, United Kingdom	$14.7M	+$3.53M	4	0.19%	Increased
353	KLC Kent Lake Capital Reno, Nevada	$14.4M	+$712K	1	5.51%	Increased
354	SG Americas Securities New York	$14.4M	-$3.71M	12	0.07%	Reduced
355	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$14.4M	-$4.77M	1	0.12%	Reduced
356	Walleye Trading New York	$14.2M	+$8.9M	10	0.06%	Increased
357	Chartwell Investment Partners Berywn, Pennsylvania	$14M	+$697K	5	0.41%	Increased
358	Achmea Investment Management Zeist, Netherlands	$14M	-$4.85M	3	0.48%	Reduced
359	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$14M	+$172K	3	0.72%	Increased
360	Boston Partners Boston, Massachusetts	$14M	+$609K	2	0.02%	Increased
361	BBL Beck Bode LLC Dedham, Massachusetts	$13.4M	+$332K	2	3.69%	Increased
362	ORI Oak Ridge Investments Chicago, Illinois	$13M	-$384K	1	1.14%	Reduced
363	CGC Continental Grain Company New York	$12.8M	+$4.49M	1	4.13%	Increased
364	Banco Santander Madrid, Spain	$12.8M	-$861K	2	0.07%	Reduced
365	Whittier Trust South Pasadena, California	$12.7M	+$559	7	0.23%	Increased
366	GS Gagnon Securities New York	$12.7M	+$26.2K	1	1.81%	Increased
367	CIBC Asset Management Toronto, Ontario, Canada	$12.7M	-$41.3M	6	0.05%	Reduced
368	Fenimore Asset Management Cobleskill, New York	$12.6M	-$3.21M	1	0.31%	Reduced
369	Palisade Capital Management Fort Lee, New Jersey	$12.6M	-$5.3M	1	0.28%	Reduced
370	AustralianSuper Melbourne, Australia	$12.5M	-$4.82M	1	0.09%	Reduced
371	Mercer Global Advisors Denver, Colorado	$12.3M	+$580K	4	0.09%	Increased
372	Tudor Investment Corp Stamford, Connecticut	$12.1M	+$1.28M	7	0.23%	Increased
373	Adams Diversified Equity Fund Baltimore, Maryland	$12M	-$6.46M	1	0.47%	Reduced
374	Hillsdale Investment Management Toronto, Ontario, Canada	$12M	-$101K	5	0.95%	Reduced
375	AAM AMI Asset Management Los Angeles, California	$12M	+$192K	2	0.6%	Increased