← 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	PFC Phocas Financial Corp Alameda, California	$10.6M	-$43.8K	1	0.82%	Reduced
377	MNBTD Moody National Bank Trust Division Galveston, Texas	$10.6M	+$49K	2	0.27%	Increased
378	CCPM Cooper Creek Partners Management New York	$10.6M	+$9.14M	1	2.67%	Increased
379	Candriam SCA Strassen, Luxembourg, Luxembourg	$10.6M	+$160K	4	0.08%	Increased
380	AAM AMI Asset Management Los Angeles, California	$10.6M	-$6.71M	2	0.52%	Reduced
381	CI CPMG Inc Dallas, Texas	$10.6M	$0	1	1.63%	Maintained
382	2L 22NW LP Seattle, Washington	$10.5M	$0	1	3.78%	Maintained
383	Thompson Siegel & Walmsley Richmond, Virginia	$10.5M	-$3.01M	1	0.17%	Reduced
384	ANI American National Insurance Galveston, Texas	$10.4M	$0	1	0.44%	Maintained
385	PPCM Pillar Pacific Capital Management Pacifica, California	$10.2M	-$84.5K	2	0.85%	Reduced
386	State Farm Mutual Automobile Insurance Bloomington, Illinois	$10.2M	$0	1	0.01%	Maintained
387	EI EAM Investors Solana Beach, California	$10.1M	+$465K	5	1.66%	Increased
388	Empyrean Capital Partners Los Angeles, California	$10.1M	$0	1	0.33%	Maintained
389	CC Cipher Capital New York	$10M	+$7.17M	3	1.21%	Increased
390	Boston Trust Walden Boston, Massachusetts	$10M	-$11.6M	1	0.11%	Reduced
391	Winton Group London, United Kingdom	$9.94M	-$16.5M	7	0.72%	Reduced
392	H Hexavest Montreal, Quebec, Canada	$9.85M	-$5.86M	2	0.37%	Reduced
393	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$9.77M	-$998K	2	0.05%	Reduced
394	DnB Asset Management Oslo, Norway	$9.69M	+$1.25M	4	0.08%	Increased
395	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$9.51M	+$9.3M	1	0.57%	Increased
396	Ingalls & Snyder LLC New York	$9.43M	-$156K	1	0.47%	Reduced
397	LHC Lodge Hill Capital New York	$9.39M	+$10M	1	3.22%	New
398	Banco Santander Madrid, Spain	$9.3M	+$3.98M	1	0.07%	Increased
399	Kornitzer Capital Management Shawnee Mission, Kansas	$9.14M	-$478K	2	0.15%	Reduced
400	Holocene Advisors New York	$9.13M	-$42.4M	4	0.06%	Reduced