← 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	SCM Stonepine Capital Management Bend, Oregon	$9.7M	+$2.09M	1	4.45%	Increased
427	Qube Research & Technologies (QRT) London, United Kingdom	$9.67M	-$24.9M	6	0.07%	Reduced
428	EP Edgestream Partners Princeton, New Jersey	$9.65M	+$7.71M	4	0.6%	Increased
429	Tower Research Capital (TRC) New York	$9.62M	+$2.11M	18	0.17%	Increased
430	Carmignac Gestion Paris, France	$9.59M	+$3.94M	1	0.13%	Increased
431	KRC Kehrs Ridge Capital Holmdel, New Jersey	$9.51M	+$8.65M	1	3.26%	New
432	DZ Bank Frankfurt Am Main, Germany	$9.37M	-$17.5M	5	0.01%	Reduced
433	Miller Howard Investments Kingston, New York	$9.36M	+$4.32M	1	0.35%	Increased
434	Allstate Corporation Northbrook, Illinois	$9.34M	+$5.97M	7	0.18%	Increased
435	WA Watchtower Advisors Old Greenwich, Connecticut	$9.29M	+$8.45M	1	5.99%	New
436	Manning & Napier Group Fairport, New York	$9.25M	-$516K	1	0.08%	Reduced
437	CIBC Asset Management Toronto, Ontario, Canada	$9.22M	+$1.73M	7	0.03%	Increased
438	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$9.18M	+$2.73M	6	0.12%	Increased
439	CIBC World Market Toronto, Ontario, Canada	$9.17M	+$5.68M	4	0.03%	Increased
440	SAM Synergy Asset Management Vancouver, Washington	$9.15M	+$9.12M	1	2.18%	New
441	Xponance Philadelphia, Pennsylvania	$9.15M	+$809K	5	0.14%	Increased
442	Shelton Capital Management Denver, Colorado	$9.12M	+$4.46M	2	0.32%	Increased
443	PP PDT Partners New York	$9.1M	-$1.85M	3	0.69%	Reduced
444	HCM Hodges Capital Management Dallas, Texas	$8.96M	-$203K	1	0.65%	Reduced
445	HAM Hillcrest Asset Management Plano, Texas	$8.94M	+$8.58M	1	1.36%	New
446	Ossiam Paris, France	$8.8M	+$3.86M	3	0.23%	Increased
447	Nissay Asset Management Tokyo, Japan	$8.77M	-$865K	3	0.07%	Reduced
448	Verition Fund Management Greenwich, Connecticut	$8.76M	+$1.52M	6	0.06%	Increased
449	Gateway Investment Advisers Cincinnati, Ohio	$8.71M	-$486K	3	0.08%	Reduced
450	Mirae Asset Global Investments Seoul, South Korea	$8.62M	+$628K	5	0.02%	Increased