← 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	ECM Endurant Capital Management San Mateo, California	$9.63M	-$178K	1	4.18%	Reduced
377	CCM Copernicus Capital Management San Francisco, California	$9.55M	+$2.9M	1	6.93%	Increased
378	WEC White Elm Capital Greenwich, Connecticut	$9.45M	+$530K	1	2.26%	Increased
379	Schonfeld Strategic Advisors New York	$9.43M	+$1.12M	4	0.51%	Increased
380	Bahl & Gaynor Cincinnati, Ohio	$9.43M	-$349K	1	0.1%	Reduced
381	Magnetar Financial Evanston, Illinois	$9.42M	+$5.33M	3	0.14%	Increased
382	GA Glenhill Advisors New York	$9.36M	-$2.6M	1	47.04%	Reduced
383	CG Clinton Group New York	$9.34M	+$846K	3	1.46%	Increased
384	TIA Tandem Investment Advisors Charleston, South Carolina	$9.23M	-$131K	1	2.82%	Reduced
385	State Farm Mutual Automobile Insurance Bloomington, Illinois	$9.09M	$0	1	0.01%	Maintained
386	ACM ADI Capital Management New York	$9.07M	+$7.05M	1	6.07%	New
387	EI EAM Investors Solana Beach, California	$9.03M	-$570K	3	1.42%	Reduced
388	CCM Cerrano Capital Management New York	$9.02M	+$275K	1	1.53%	Increased
389	SCM Suffolk Capital Management New York	$9M	-$1.49M	1	1.28%	Reduced
390	Gradient Investments Arden Hills, Minnesota	$8.93M	+$248K	2	0.48%	Increased
391	CI CPMG Inc Dallas, Texas	$8.88M	$0	1	0.84%	Maintained
392	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$8.86M	-$34.3K	3	3.2%	Reduced
393	HCMNY Howard Capital Management (New York) New York	$8.82M	+$255K	1	1.27%	Increased
394	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$8.63M	$0	8	0.1%	Maintained
395	MassMutual Private Wealth & Trust Windsor, Connecticut	$8.58M	+$3.66M	3	0.68%	Increased
396	Kennedy Capital Management St Louis, Missouri	$8.56M	+$5.44M	2	0.16%	Increased
397	D.A. Davidson & Co Great Falls, Montana	$8.48M	-$128K	4	0.17%	Reduced
398	WCF West Coast Financial Santa Barbara, California	$8.48M	-$24.6K	1	2.34%	Reduced
399	CA Continental Advisors Park City, Utah	$8.46M	+$66.8K	1	2.11%	Increased
400	Achmea Investment Management Zeist, Netherlands	$8.39M	+$2.15M	3	0.29%	Increased