← 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	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$11.6M	-$3.38M	9	1.03%	Reduced
352	GD Grandfield & Dodd New York	$11.6M	+$2.77M	2	0.66%	Increased
353	Guggenheim Capital Chicago, Illinois	$11.5M	+$621K	7	0.09%	Increased
354	GW&K Investment Management Boston, Massachusetts	$11.5M	-$1.02M	6	0.1%	Reduced
355	Aristeia Capital Greenwich, Connecticut	$11.5M	-$5.3M	4	0.24%	Reduced
356	Stephens Inc Little Rock, Arkansas	$11.4M	-$155K	3	0.14%	Reduced
357	KA KLCM Advisors Milwaukee, Wisconsin	$11.3M	-$22.3K	1	0.95%	Reduced
358	TD Waterhouse Canada Toronto, Ontario, Canada	$11.3M	+$11.8M	8	0.03%	Increased
359	TAIM Te Ahumairangi Investment Management Wellington, New Zealand	$11.2M	-$2.18M	2	1.87%	Reduced
360	Pathstone Holdings Englewood, New Jersey	$11.2M	+$740K	9	0.04%	Increased
361	State of Alaska Department of Revenue Juneau, Alaska	$11.1M	+$2.69M	10	0.12%	Increased
362	PAG Private Advisory Group Redmond, Washington	$11.1M	+$12.5M	2	0.73%	New
363	Ruffer LLP London, United Kingdom	$11.1M	+$6.73M	1	0.45%	Increased
364	US Bancorp Minneapolis, Minnesota	$11.1M	-$1.63M	15	0.01%	Reduced
365	Kornitzer Capital Management Shawnee Mission, Kansas	$11M	+$124K	2	0.24%	Increased
366	GSCM Greenfield Seitz Capital Management Dallas, Texas	$11M	+$58.6K	1	3.33%	Increased
367	Quadrature Capital London, United Kingdom	$11M	+$9.82M	4	0.13%	Increased
368	WC Whitney & Co Rochester, New York	$11M	-$33.1K	1	0.91%	Reduced
369	Adage Capital Partners Boston, Massachusetts	$10.9M	-$3.78M	2	0.02%	Reduced
370	Old National Bancorp Evansville, Indiana	$10.8M	-$3.9M	3	0.18%	Reduced
371	Truist Financial Charlotte, North Carolina	$10.8M	-$385K	9	0.01%	Reduced
372	Huntington National Bank Columbus, Ohio	$10.8M	+$4.43M	15	0.06%	Increased
373	1832 Asset Management Toronto, Ontario, Canada	$10.8M	+$887K	2	0.01%	Increased
374	HighTower Advisors Chicago, Illinois	$10.7M	-$5.09M	8	0.01%	Reduced
375	South Dakota Investment Council Sioux Falls, South Dakota	$10.7M	+$491K	5	0.2%	Increased