← 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	Illinois Municipal Retirement Fund Oak Brook, Illinois	$14.5M	+$4.85M	3	0.34%	Increased
352	Peregrine Capital Management Minneapolis, Minnesota	$14.5M	-$11.5K	1	0.44%	Reduced
353	Fisher Asset Management Camas, Washington	$14.5M	+$314K	1	0.01%	Increased
354	BM Bridger Management New York	$14.4M	$0	2	3.24%	Maintained
355	Brinker Capital Investments Berwyn, Pennsylvania	$14.3M	+$947K	7	0.27%	Increased
356	CI CPMG Inc Dallas, Texas	$14.3M	$0	1	2.86%	Maintained
357	PFC Phocas Financial Corp Alameda, California	$14.1M	+$574K	3	2.11%	Increased
358	Rothschild & Co Asset Management US Stamford, Connecticut	$14.1M	-$272K	2	0.22%	Reduced
359	Bahl & Gaynor Cincinnati, Ohio	$14M	-$26.3K	3	0.09%	Reduced
360	NM Newtyn Management New York	$13.8M	+$8.68M	2	2.61%	Increased
361	Nantahala Capital Management New Canaan, Connecticut	$13.6M	-$8.93K	1	0.68%	Reduced
362	Moore Capital Management New York	$13.5M	+$14.7M	1	0.36%	New
363	LCM Landscape Capital Management Englewood, New Jersey	$13.5M	-$14.9M	5	1.82%	Reduced
364	Oppenheimer Asset Management New York	$13.4M	+$572K	8	0.22%	Increased
365	AP AlpInvest Partners Amsterdam, Netherlands	$13.2M	$0	1	4.47%	Maintained
366	Tiger Global Management New York	$12.8M	+$11.9M	1	0.11%	New
367	Natixis Paris, France	$12.8M	+$8.2M	6	0.05%	Increased
368	Veritas Asset Management London, United Kingdom	$12.8M	+$14.5M	1	0.1%	New
369	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$12.7M	-$480K	3	0.74%	Reduced
370	Clifford Swan Investment Counsel Pasadena, California	$12.6M	+$158K	2	0.55%	Increased
371	HRT Financial New York	$12.5M	-$173K	9	0.14%	Reduced
372	Mackenzie Financial Toronto Ontario, Ontario, Canada	$12.4M	+$1.64M	8	0.02%	Increased
373	HWM HFR Wealth Management Niskayuna, New York	$12.4M	-$463K	1	3.73%	Reduced
374	Algert Global San Francisco, California	$12.2M	+$579K	7	0.92%	Increased
375	Congress Wealth Management Boston, Massachusetts	$12.2M	-$179K	1	0.31%	Reduced