← 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	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$9.09M	-$2.31M	4	0.03%	Reduced
377	ExodusPoint Capital Management New York	$9.08M	+$5.43M	6	0.24%	Increased
378	PPCM Pillar Pacific Capital Management Pacifica, California	$9.07M	-$128K	1	0.96%	Reduced
379	Bessemer Group Woodbridge, New Jersey	$9.03M	+$957K	7	0.03%	Increased
380	SCM Steadfast Capital Management New York	$9.02M	+$8.52M	1	0.1%	New
381	Fred Alger Management New York	$8.98M	+$5.13M	3	0.03%	Increased
382	Första AP-fonden Stockholm, Sweden	$8.79M	+$1.37M	4	0.23%	Increased
383	ORI Oak Ridge Investments Chicago, Illinois	$8.68M	-$563K	1	0.73%	Reduced
384	OGC One68 Global Capital New York	$8.64M	+$7.36M	1	32.21%	New
385	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$8.58M	+$411K	1	1.04%	Increased
386	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$8.57M	+$1.72M	3	0.44%	Increased
387	WesBanco Bank Wheeling, West Virginia	$8.52M	+$144K	2	0.42%	Increased
388	Old Mission Capital Chicago, Illinois	$8.41M	-$624K	1	0.6%	Reduced
389	Engineers Gate Manager New York	$8.18M	-$2.39M	7	0.42%	Reduced
390	SNB Security National Bank Omaha, Nebraska	$8.07M	+$95.7K	1	3.33%	Increased
391	Crossmark Global Holdings Houston, Texas	$8.04M	+$426K	7	0.23%	Increased
392	1M 13D Management New York	$7.98M	-$9.43M	1	3.47%	Reduced
393	AustralianSuper Melbourne, Australia	$7.91M	+$1.69M	2	0.08%	Increased
394	Tudor Investment Corp Stamford, Connecticut	$7.85M	+$2.27M	6	0.39%	Increased
395	CC Cipher Capital New York	$7.82M	+$5.27M	4	1.24%	Increased
396	PP Paloma Partners Greenwich, Connecticut	$7.81M	+$6.15M	6	0.14%	Increased
397	LMR Partners London, United Kingdom	$7.7M	+$6.25M	3	0.19%	Increased
398	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$7.63M	-$8.92M	3	1.27%	Reduced
399	Nissay Asset Management Tokyo, Japan	$7.58M	-$383K	4	0.15%	Reduced
400	DnB Asset Management Oslo, Norway	$7.54M	-$413K	3	0.09%	Reduced