← 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	HCM Huber Capital Management El Segundo, California	$8.59M	-$713K	2	1.13%	Reduced
377	Cowen and Company New York	$8.55M	+$7.31M	2	0.74%	Increased
378	IP Isthmus Partners Madison, Wisconsin	$8.51M	+$7.97M	1	1.94%	New
379	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$8.5M	+$25.3K	1	2%	Increased
380	Fuller & Thaler Asset Management San Mateo, California	$8.5M	-$10.3M	2	0.09%	Reduced
381	Holocene Advisors New York	$8.45M	+$2.14M	4	0.08%	Increased
382	Twin Tree Management Dallas, Texas	$8.42M	-$2.9M	2	0.03%	Reduced
383	SIM Spark Investment Management New York	$8.36M	+$513K	3	0.98%	Increased
384	Whittier Trust South Pasadena, California	$8.26M	-$225K	9	0.22%	Reduced
385	SAM Shell Asset Management The Hague, Netherlands	$8.12M	-$1.44M	4	0.17%	Reduced
386	Jane Street New York	$8.08M	-$1.42M	7	0.01%	Reduced
387	Nissay Asset Management Tokyo, Japan	$7.99M	+$21.2K	4	0.18%	Increased
388	BCM Bayesian Capital Management Brooklyn, New York	$7.83M	-$4.68M	3	1.34%	Reduced
389	First National Bank of Omaha Omaha, Nebraska	$7.82M	-$1.81M	2	0.47%	Reduced
390	CGC Continental Grain Company New York	$7.74M	$0	1	2.64%	Maintained
391	PFC Phocas Financial Corp Alameda, California	$7.71M	-$1.7M	2	0.93%	Reduced
392	Norinchukin Bank Tokyo, Japan	$7.71M	-$702K	4	0.1%	Reduced
393	Mackenzie Financial Toronto Ontario, Ontario, Canada	$7.67M	-$20.6M	7	0.02%	Reduced
394	GCM Grisanti Capital Management New York	$7.63M	-$16K	1	3.68%	Reduced
395	CAM Chou Associates Management Toronto, Ontario, Canada	$7.56M	-$1.33M	1	4.35%	Reduced
396	LCM Landscape Capital Management Englewood, New Jersey	$7.56M	-$11.3M	3	0.55%	Reduced
397	DTL Dynamic Technology Lab Singapore	$7.55M	+$3.87M	3	1.21%	Increased
398	WCF West Coast Financial Santa Barbara, California	$7.55M	-$132K	1	1.61%	Reduced
399	Wolverine Asset Management Chicago, Illinois	$7.51M	-$1.6M	2	0.09%	Reduced
400	KTA Keeley-Teton Advisors Chicago, Illinois	$7.5M	-$547K	2	0.79%	Reduced