← 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	Voloridge Investment Management Jupiter, Florida	$7.3M	-$27.8M	2	0.16%	Reduced
377	KTA Keeley-Teton Advisors Chicago, Illinois	$7.3M	-$3.84M	2	0.45%	Reduced
378	GH GAM Holding Zurich, Switzerland	$7.29M	+$4.75M	4	0.22%	Increased
379	Tudor Investment Corp Stamford, Connecticut	$7.28M	+$1.94M	5	0.18%	Increased
380	PCA Prospect Capital Advisors Sausalito, California	$7.28M	+$7.48M	1	4.63%	New
381	Cubist Systematic Strategies Stamford, Connecticut	$7.27M	+$4.28M	9	0.39%	Increased
382	LCM Landscape Capital Management Englewood, New Jersey	$7.25M	+$4M	2	0.65%	Increased
383	CCM Cadence Capital Management Boston, Massachusetts	$7.19M	-$485K	5	0.46%	Reduced
384	CI CPMG Inc Dallas, Texas	$7.13M	+$5.8M	1	0.72%	New
385	GCP GSA Capital Partners London, United Kingdom	$7.07M	+$1.52M	5	0.43%	Increased
386	RAM RWC Asset Management London, United Kingdom	$7.06M	+$6.59M	1	0.36%	New
387	CIBC Asset Management Toronto, Ontario, Canada	$7.04M	-$340K	6	0.04%	Reduced
388	AFS Amtrust Financial Services New York	$6.95M	-$1.04M	1	3.19%	Reduced
389	Zurich Insurance Group Zurich, Switzerland	$6.94M	+$2.14M	3	0.16%	Increased
390	LPL Financial San Diego, California	$6.93M	-$517K	7	0.02%	Reduced
391	WCF West Coast Financial Santa Barbara, California	$6.93M	+$103K	1	1.95%	Increased
392	TIA Tandem Investment Advisors Charleston, South Carolina	$6.87M	-$98.8K	1	2.36%	Reduced
393	ANI American National Insurance Galveston, Texas	$6.85M	$0	1	0.34%	Maintained
394	Carnegie Investment Counsel Pepper Pike, Ohio	$6.79M	+$3.81M	3	0.6%	Increased
395	Bank of Nova Scotia Toronto, Ontario, Canada	$6.76M	-$680K	3	0.03%	Reduced
396	Westfield Capital Management Boston, Massachusetts	$6.75M	+$6.36M	1	0.05%	New
397	Xact Kapitalforvaltning Stockholm, Sweden	$6.74M	+$1.52M	6	0.16%	Increased
398	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$6.72M	-$183K	1	2.97%	Reduced
399	Kornitzer Capital Management Shawnee Mission, Kansas	$6.7M	-$1.55M	2	0.11%	Reduced
400	CA Continental Advisors Park City, Utah	$6.68M	-$1.42M	1	1.44%	Reduced