← 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	OAM Ophir Asset Management Sydney, Australia	$13.6M	-$548K	1	1.63%	Reduced
377	IG Inherent Group New York	$13.5M	+$12.3M	2	2.29%	New
378	Whittier Trust South Pasadena, California	$13.3M	$0	7	0.22%	Maintained
379	AustralianSuper Melbourne, Australia	$13.3M	+$1.21M	1	0.07%	Increased
380	Patient Capital Management Baltimore, Maryland	$13.2M	+$14M	2	3.8%	New
381	PCM Prentice Capital Management Greenwich, Connecticut	$13.2M	+$12.7M	1	2.85%	Increased
382	GS Gagnon Securities New York	$12.9M	-$60K	1	1.94%	Reduced
383	HWM HFR Wealth Management Niskayuna, New York	$12.9M	+$72.9K	1	3.23%	Increased
384	Trillium Asset Management Boston, Massachusetts	$12.8M	-$882K	1	0.3%	Reduced
385	E Ergoteles New York	$12.7M	-$2.8M	5	0.49%	Reduced
386	Första AP-fonden Stockholm, Sweden	$12.6M	-$2.82M	3	0.13%	Reduced
387	Hotchkis & Wiley Capital Management Los Angeles, California	$12.6M	+$6.07M	2	0.04%	Increased
388	Moore Capital Management New York	$12.5M	-$5.77M	1	0.25%	Reduced
389	Engineers Gate Manager New York	$12.4M	-$5.9M	11	0.56%	Reduced
390	SI Sapience Investments Newport Beach, California	$12.2M	+$2.71M	1	1.39%	Increased
391	Thornburg Investment Management Santa Fe, New Mexico	$12.1M	+$1.99M	1	0.14%	Increased
392	Banco Santander Madrid, Spain	$12M	-$970K	1	0.06%	Reduced
393	Hantz Financial Services Southfield, Michigan	$11.9M	+$675K	2	0.34%	Increased
394	Janney Montgomery Scott Philadelphia, Pennsylvania	$11.9M	-$10.2M	10	0.05%	Reduced
395	SAM Sectoral Asset Management Montreal, Quebec, Canada	$11.9M	-$15.8M	1	1.79%	Reduced
396	Mackenzie Financial Toronto Ontario, Ontario, Canada	$11.9M	-$5.24M	5	0.02%	Reduced
397	MassMutual Private Wealth & Trust Windsor, Connecticut	$11.7M	+$154K	5	0.43%	Increased
398	Trexquant Investment Stamford, Connecticut	$11.7M	+$4.09M	10	0.72%	Increased
399	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$11.4M	+$6.81M	7	0.02%	Increased
400	Illinois Municipal Retirement Fund Oak Brook, Illinois	$11.2M	+$576K	4	0.31%	Increased