← 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	AP AlpInvest Partners Amsterdam, Netherlands	$11.6M	+$15.6M	1	4.5%	New
377	SNB Security National Bank Omaha, Nebraska	$11.4M	+$180K	1	2.87%	Increased
378	LC Littlejohn & Co Greenwich, Connecticut	$11.4M	+$16.4M	1	3.28%	New
379	M&G Investment Management London, United Kingdom	$11.4M	+$2.08M	2	0.03%	Increased
380	AAM AMI Asset Management Los Angeles, California	$11.4M	+$379K	2	0.57%	Increased
381	Hantz Financial Services Southfield, Michigan	$11.4M	+$1.07M	2	0.37%	Increased
382	CAM Cormorant Asset Management Boston, Massachusetts	$11.2M	$0	1	0.46%	Maintained
383	Oppenheimer Asset Management New York	$11.1M	+$780K	4	0.16%	Increased
384	Hillsdale Investment Management Toronto, Ontario, Canada	$11.1M	+$1.12M	5	0.86%	Increased
385	PCM Portolan Capital Management Boston, Massachusetts	$11.1M	+$5.98M	1	0.81%	Increased
386	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$11M	+$10.3M	1	0.38%	New
387	PP PDT Partners New York	$11M	+$597K	4	0.79%	Increased
388	MSL Mackay Shields LLC New York	$11M	-$335K	4	0.1%	Reduced
389	ECM Endurant Capital Management San Mateo, California	$10.9M	+$10.1M	2	2.49%	Increased
390	VWM Venturi Wealth Management Austin, Texas	$10.8M	+$122K	2	0.91%	Increased
391	Illinois Municipal Retirement Fund Oak Brook, Illinois	$10.8M	+$2.57M	4	0.4%	Increased
392	HWM HFR Wealth Management Niskayuna, New York	$10.8M	+$178K	1	3.13%	Increased
393	Mercer Global Advisors Denver, Colorado	$10.7M	-$1.04M	4	0.08%	Reduced
394	ET Equitable Trust Nashville, Tennessee	$10.7M	-$169K	4	0.69%	Reduced
395	Pacer Advisors Malvern, Pennsylvania	$10.5M	+$1.53M	6	0.13%	Increased
396	CCM Cinctive Capital Management New York	$10.5M	-$11.1M	3	0.51%	Reduced
397	Putnam Investments Boston, Massachusetts	$10.4M	-$8.92M	1	0.02%	Reduced
398	2L 22NW LP Seattle, Washington	$10.3M	$0	1	3.08%	Maintained
399	FTCM Fir Tree Capital Management New York	$10.2M	+$10.6M	1	0.34%	New
400	HA Heartland Advisors Milwaukee, Wisconsin	$10.2M	+$1.42M	2	0.61%	Increased