← 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
376	Natixis Paris, France	$6.21M	+$6.18M	1	0.09%	New
377	ARTA A.R.T. Advisors New York	$6.21M	+$6.46M	3	0.2%	New
378	Oregon Public Employees Retirement Fund Tigard, Oregon	$6.17M	+$6.24M	6	0.26%	New
379	GCP GSA Capital Partners London, United Kingdom	$6.13M	+$6.2M	6	0.73%	New
380	TWI Thomas White International Chicago, Illinois	$6.12M	+$6.04M	3	0.98%	New
381	Picton Mahoney Asset Management Toronto, Ontario, Canada	$6.11M	+$6.08M	1	0.45%	New
382	DC Deere & Company Moline, Illinois	$5.99M	+$6M	5	0.37%	New
383	RI Redwood Investments Boston, Massachusetts	$5.99M	+$5.96M	1	0.92%	New
384	WA Westport Advisers Westport, Connecticut	$5.98M	+$5.67M	1	0.58%	New
385	Tocqueville Asset Management New York	$5.96M	+$5.95M	2	0.08%	New
386	CII CR Intrinsic Investors Stamford, Connecticut	$5.94M	+$5.91M	1	0.21%	New
387	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$5.92M	+$5.96M	3	1.17%	New
388	AIC Ambs Investment Counsel Grand Rapids, Michigan	$5.9M	+$5.87M	1	2.69%	New
389	SCM Suffolk Capital Management New York	$5.8M	+$5.77M	1	0.84%	New
390	RC Randolph Company Cincinnati, Ohio	$5.8M	+$5.99M	1	1.27%	New
391	BPB Badgley, Phelps & Bell Seattle, Washington	$5.78M	+$5.7M	1	0.68%	New
392	CCT Country Club Trust Kansas City, Missouri	$5.77M	+$5.74M	1	0.97%	New
393	ANI American National Insurance Galveston, Texas	$5.74M	+$5.93M	1	0.43%	New
394	HT HAP Trading New York	$5.71M	+$5.78M	3	0.19%	New
395	CM Cibelli Mario	$5.66M	+$5.36M	1	3.03%	New
396	WAM Westport Asset Management Southport, Connecticut	$5.66M	+$5.55M	1	1.64%	New
397	Eaton Vance Management Boston, Massachusetts	$5.66M	+$5.62M	2	0.02%	New
398	PointState Capital New York	$5.64M	+$5.32M	1	0.1%	New
399	BSPF British Steel Pension Fund London, United Kingdom	$5.6M	+$5.69M	2	0.58%	New
400	Luther King Capital Management (LKCM) Fort Worth, Texas	$5.6M	+$5.57M	3	0.05%	New