← 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
426	JSP Jackson Square Partners Larkspur, California	$8.73M	+$1.73M	1	0.06%	Increased
427	PHS Pekin Hardy Strauss Chicago, Illinois	$8.69M	+$1.29M	1	1.24%	Increased
428	State Farm Mutual Automobile Insurance Bloomington, Illinois	$8.59M	$0	1	0.01%	Maintained
429	Rokos Capital Management (UK) London, United Kingdom	$8.51M	+$10.4M	2	0.18%	New
430	TNA True North Advisors Dallas, Texas	$8.46M	$0	1	1.67%	Maintained
431	Commerce Bank Kansas City, Missouri	$8.42M	+$5.67M	4	0.06%	Increased
432	PEAK6 Investments Chicago, Illinois	$8.39M	+$1.99M	11	0.02%	Increased
433	Xponance Philadelphia, Pennsylvania	$8.38M	-$700K	5	0.16%	Reduced
434	FLAM First Light Asset Management Edina, Minnesota	$8.36M	+$12M	1	0.55%	New
435	SCM Stonepine Capital Management Bend, Oregon	$8.26M	+$1.29M	1	3.76%	Increased
436	MHP Manatuck Hill Partners Westport, Connecticut	$8.26M	+$5.43M	2	2.88%	Increased
437	Mirae Asset Global Investments Seoul, South Korea	$8.13M	+$1.45M	7	0.02%	Increased
438	Advisors Asset Management Monument, Colorado	$7.95M	-$181K	5	0.12%	Reduced
439	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$7.91M	-$427K	6	0.08%	Reduced
440	MLM Mount Lucas Management Newtown, Pennsylvania	$7.84M	-$605K	2	2.37%	Reduced
441	Trexquant Investment Stamford, Connecticut	$7.83M	+$5.56M	8	0.62%	Increased
442	Ingalls & Snyder LLC New York	$7.77M	-$204K	1	0.36%	Reduced
443	Vestcor Inc Fredericton, New Brunswick, Canada	$7.74M	-$710K	6	0.28%	Reduced
444	Maryland State Retirement & Pension System Baltimore, Maryland	$7.65M	+$2.91M	7	0.22%	Increased
445	Walleye Trading New York	$7.54M	-$4.02M	10	0.03%	Reduced
446	WC Winmill & Co Walpole, New Hampshire	$7.54M	$0	1	2.41%	Maintained
447	PHP Parkman Healthcare Partners Stamford, Connecticut	$7.53M	+$1.2M	1	1.91%	Increased
448	Dai-ichi Life Insurance Company Tokyo, Japan	$7.45M	-$228K	2	0.1%	Reduced
449	JGC J. Goldman & Co New York	$7.45M	-$8.11M	1	0.37%	Reduced
450	PGM Parian Global Management Pound Ridge, New York	$7.43M	+$5.34M	1	5.19%	Increased