← 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	IP Interval Partners New York	$14.5M	+$16M	1	0.59%	New
352	Public Employees Retirement Association of Colorado Denver, Colorado	$14.5M	-$12.3K	11	0.06%	Reduced
353	Tudor Investment Corp Stamford, Connecticut	$14.2M	+$3.5M	7	0.23%	Increased
354	Gulf International Bank (UK) London, United Kingdom	$14.1M	-$153K	4	0.18%	Reduced
355	E Ergoteles New York	$14M	+$8.92M	7	0.51%	Increased
356	GS Gagnon Securities New York	$14M	-$255K	1	2.07%	Reduced
357	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$13.7M	-$1.49M	1	1.38%	Reduced
358	Utah Retirement Systems Salt Lake City, Utah	$13.6M	-$803K	5	0.18%	Reduced
359	Whittier Trust South Pasadena, California	$13.5M	-$32.6K	7	0.25%	Reduced
360	Boston Trust Walden Boston, Massachusetts	$13.2M	-$379K	1	0.12%	Reduced
361	Trillium Asset Management Boston, Massachusetts	$13.2M	+$726K	2	0.35%	Increased
362	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$13.2M	+$531K	7	0.15%	Increased
363	Holocene Advisors New York	$13.1M	-$3.45M	5	0.07%	Reduced
364	Banco Santander Madrid, Spain	$13.1M	-$330K	2	0.07%	Reduced
365	Fenimore Asset Management Cobleskill, New York	$13M	-$448K	1	0.32%	Reduced
366	TCM Tekla Capital Management Boston, Massachusetts	$13M	-$32.7M	2	0.42%	Reduced
367	Boston Partners Boston, Massachusetts	$12.7M	-$625K	2	0.02%	Reduced
368	Jupiter Asset Management London, United Kingdom	$12.7M	-$30.2M	2	0.14%	Reduced
369	SCM Segantii Capital Management Hong Kong	$12.2M	-$29.5M	1	0.39%	Reduced
370	AustralianSuper Melbourne, Australia	$12.1M	-$30.1K	1	0.08%	Reduced
371	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$12.1M	-$1.33M	1	0.1%	Reduced
372	GA Gagnon Advisors New York	$12M	$0	1	4.78%	Maintained
373	Meag Munich Ergo Munich, Germany	$11.9M	+$8.08M	4	2.07%	Increased
374	DnB Asset Management Oslo, Norway	$11.7M	+$265K	4	0.08%	Increased
375	MassMutual Private Wealth & Trust Windsor, Connecticut	$11.7M	+$801K	5	0.48%	Increased