← 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
401	TEE Tibra Equities Europe London, United Kingdom	$8.7M	+$7.51M	2	1.03%	Increased
402	Nantahala Capital Management New Canaan, Connecticut	$8.55M	+$4.21M	1	0.23%	Increased
403	HCMNY Howard Capital Management (New York) New York	$8.49M	+$109K	1	1.13%	Increased
404	LCM Landscape Capital Management Englewood, New Jersey	$8.47M	-$231K	3	0.63%	Reduced
405	Achmea Investment Management Zeist, Netherlands	$8.41M	-$162K	2	0.32%	Reduced
406	TPCM Three Peaks Capital Management Castle Rock, Colorado	$8.38M	+$2.52M	3	1.72%	Increased
407	SRAM Stone Ridge Asset Management New York	$8.36M	+$1.14M	8	0.45%	Increased
408	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$8.3M	$0	1	1.44%	Maintained
409	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$8.27M	-$392K	9	0.1%	Reduced
410	KCP KDI Capital Partners Raleigh, North Carolina	$8.24M	+$7.94M	1	2.62%	Increased
411	CA Continental Advisors Park City, Utah	$8.22M	-$509K	1	1.79%	Reduced
412	BCM Basso Capital Management Stamford, Connecticut	$8.19M	+$5.36M	1	1.82%	Increased
413	Schonfeld Strategic Advisors New York	$7.97M	-$1.38M	3	0.35%	Reduced
414	Fifth Third Bancorp Cincinnati, Ohio	$7.96M	+$42.7K	7	0.05%	Increased
415	Deerfield Management New York	$7.95M	+$8.87M	1	0.28%	New
416	TIA Tandem Investment Advisors Charleston, South Carolina	$7.95M	-$2.22M	1	2.18%	Reduced
417	Trexquant Investment Stamford, Connecticut	$7.86M	+$4.86M	4	0.59%	Increased
418	Ferguson Wellman Capital Management Portland, Oregon	$7.83M	+$86.4K	2	0.26%	Increased
419	HVIA Hudson Valley Investment Advisors Goshen, New York	$7.8M	+$197K	1	1.81%	Increased
420	WC Wexford Capital West Palm Beach, Florida	$7.77M	+$6.36M	2	0.5%	Increased
421	STRS Ohio Columbus, Ohio	$7.77M	-$636K	8	0.03%	Reduced
422	CCM Chickasaw Capital Management Memphis, Tennessee	$7.74M	-$649K	1	0.16%	Reduced
423	D.A. Davidson & Co Great Falls, Montana	$7.69M	-$524K	3	0.14%	Reduced
424	KTA Keeley-Teton Advisors Chicago, Illinois	$7.6M	-$88.9K	2	0.54%	Reduced
425	BA Boston Advisors Boston, Massachusetts	$7.59M	+$6.6M	2	0.33%	Increased