← 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	Sculptor Capital New York	$5.55M	$0	1	0.03%	Maintained
377	PP Prospector Partners Guilford, Connecticut	$5.5M	-$337K	1	0.98%	Reduced
378	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$5.44M	+$2.93M	2	0.75%	Increased
379	Employees Retirement System of Texas Austin, Texas	$5.38M	-$1.85M	2	0.07%	Reduced
380	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$5.37M	-$139K	3	2.36%	Reduced
381	FCM Forester Capital Management Lake Forest, Illinois	$5.31M	-$7.38K	1	4.8%	Reduced
382	GH GAM Holding Zurich, Switzerland	$5.28M	+$340K	3	0.08%	Increased
383	FPCM Fox Point Capital Management New York	$5.27M	+$5.13M	1	3.71%	New
384	PVI Pura Vida Investments New York	$5.25M	+$2.75M	1	2.22%	Increased
385	CIBC Asset Management Toronto, Ontario, Canada	$5.22M	-$2.12M	5	0.04%	Reduced
386	PFC Phocas Financial Corp Alameda, California	$5.15M	+$8.95K	1	0.4%	Increased
387	Barings Charlotte, North Carolina	$5.08M	+$680K	4	0.13%	Increased
388	WAM World Asset Management Detroit, Michigan	$5.07M	+$96.7K	4	0.19%	Increased
389	Tudor Investment Corp Stamford, Connecticut	$5.01M	-$5.54M	5	0.14%	Reduced
390	CC Cannell & Co New York	$5M	-$440K	1	0.16%	Reduced
391	PEAK6 Group Chicago, Illinois	$4.97M	-$1.43M	5	0.03%	Reduced
392	Bessemer Group Woodbridge, New Jersey	$4.95M	+$17.8K	3	0.03%	Increased
393	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$4.9M	+$1.44M	4	0.61%	Increased
394	CEP Chicago Equity Partners Chicago, Illinois	$4.88M	+$2.73M	2	0.13%	Increased
395	Jupiter Investment Management London, United Kingdom	$4.85M	+$1.14M	1	0.13%	Increased
396	Quantbot Technologies New York	$4.84M	+$3.27M	5	0.83%	Increased
397	CCG Cypress Capital Group Palm Beach, Florida	$4.81M	-$76K	1	1.16%	Reduced
398	RCIM Russell Clark Investment Management London, United Kingdom	$4.79M	+$3.97M	1	1.3%	New
399	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.79M	-$46.6K	4	0.24%	Reduced
400	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$4.75M	-$29.7K	6	0.35%	Reduced