← 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	TC TwinBeech Capital Purchase, New York	$11.3M	-$3.46M	6	0.5%	Reduced
402	2L 22NW LP Seattle, Washington	$11.3M	$0	1	4.09%	Maintained
403	Baupost Group Boston, Massachusetts	$11.1M	+$12M	1	0.12%	New
404	Gateway Investment Advisers Cincinnati, Ohio	$11.1M	+$4.09M	4	0.11%	Increased
405	ZCM Ziegler Capital Management Chicago, Illinois	$11M	+$7.92M	4	0.46%	Increased
406	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$10.9M	-$3.05M	4	0.06%	Reduced
407	Engineers Gate Manager New York	$10.9M	+$349K	10	0.43%	Increased
408	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$10.8M	+$3.2M	11	0.26%	Increased
409	CIBC Asset Management Toronto, Ontario, Canada	$10.7M	+$1.85M	7	0.04%	Increased
410	SG Americas Securities New York	$10.7M	-$7.9M	11	0.08%	Reduced
411	NHAS Novo Holdings A/S Hellerup, Denmark	$10.6M	+$1.36M	1	0.56%	Increased
412	AAM AMI Asset Management Los Angeles, California	$10.6M	+$544K	2	0.55%	Increased
413	SI Sapience Investments Newport Beach, California	$10.6M	+$2.83M	2	1.29%	Increased
414	Luther King Capital Management (LKCM) Fort Worth, Texas	$10.6M	+$2.95M	3	0.05%	Increased
415	SNB Security National Bank Omaha, Nebraska	$10.5M	+$136K	1	2.41%	Increased
416	Shelton Capital Management Denver, Colorado	$10.5M	+$1.56M	2	0.39%	Increased
417	ORI Oak Ridge Investments Chicago, Illinois	$10.4M	-$5.41M	1	1.16%	Reduced
418	Laurion Capital Management New York	$10.4M	+$11.2M	2	0.13%	Increased
419	DnB Asset Management Oslo, Norway	$10.4M	+$701K	3	0.06%	Increased
420	FVCM F&V Capital Management Boca Raton, Florida	$10.3M	+$6.32M	1	3.13%	Increased
421	Mirae Asset Global Investments Seoul, South Korea	$10.3M	+$2.45M	7	0.02%	Increased
422	SCM Stonepine Capital Management Bend, Oregon	$10.2M	+$3.31M	1	4.25%	Increased
423	Ossiam Paris, France	$10.2M	+$1.55M	2	0.27%	Increased
424	ExodusPoint Capital Management New York	$10.1M	-$19.3M	7	0.13%	Reduced
425	WA Watchtower Advisors Old Greenwich, Connecticut	$10M	+$1.29M	1	5.01%	Increased