← 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	1M 13D Management New York	$6.19M	-$4.08M	1	2.79%	Reduced
377	Janus Henderson Group London,	$6.12M	$0	4	0.05%	Maintained
378	AL Airain Ltd St. Peter Port, Guernsey	$6.05M	-$428K	5	0.42%	Reduced
379	Jefferies Group New York	$6.05M	-$2.12M	3	0.03%	Reduced
380	PP Prospector Partners Guilford, Connecticut	$6.01M	-$229K	1	1.04%	Reduced
381	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$6.01M	+$78.7K	1	3.5%	Increased
382	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$5.97M	-$2.13M	2	0.07%	Reduced
383	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$5.82M	+$343K	3	0.67%	Increased
384	WSCM Wellington Shields Capital Management New York	$5.78M	+$830K	2	1.01%	Increased
385	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$5.74M	-$26.1K	3	2.62%	Reduced
386	Employees Retirement System of Texas Austin, Texas	$5.67M	$0	2	0.08%	Maintained
387	FVCM F&V Capital Management Boca Raton, Florida	$5.59M	-$356K	1	4.4%	Reduced
388	AAM Auxier Asset Management Aurora, Oregon	$5.58M	-$32.3K	2	1.32%	Reduced
389	AC Ascend Capital Orinda, California	$5.58M	+$5.21M	1	0.53%	New
390	GH GAM Holding Zurich, Switzerland	$5.57M	-$9.44K	3	0.09%	Reduced
391	AQR Arbitrage Greenwich, Connecticut	$5.5M	-$6.01M	1	0.06%	Reduced
392	Parallax Volatility Advisers San Francisco, California	$5.5M	+$3.44M	1	0.01%	Increased
393	ING Group Amsterdam, Netherlands	$5.49M	-$65.2M	3	0.07%	Reduced
394	Fuller & Thaler Asset Management San Mateo, California	$5.43M	+$1.01M	4	0.11%	Increased
395	IRF IBM Retirement Fund Armonk, New York	$5.43M	-$5.23M	4	0.2%	Reduced
396	Simplex Trading Chicago, Illinois	$5.43M	+$2.38M	5	0.43%	Increased
397	LSC Lyon Street Capital Sausalito, California	$5.41M	-$1.99M	1	3.06%	Reduced
398	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$5.39M	+$257K	6	0.36%	Increased
399	MCM Matarin Capital Management New York	$5.3M	+$1.92M	2	0.74%	Increased
400	Korea Investment Corp Seoul, South Korea	$5.26M	+$5.08M	2	0.04%	New