← 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	Royce & Associates New York	$9.94M	-$4.77M	6	0.11%	Reduced
427	GS Gagnon Securities New York	$9.84M	-$55.5K	1	2.16%	Reduced
428	Robeco Institutional Asset Management Rotterdam, Netherlands	$9.79M	-$1.28M	6	0.03%	Reduced
429	2L 22NW LP Seattle, Washington	$9.71M	+$3.4M	1	5.49%	Increased
430	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$9.64M	+$843K	12	0.28%	Increased
431	Quantbot Technologies New York	$9.59M	+$6.76M	14	0.72%	Increased
432	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$9.52M	-$448K	4	0.07%	Reduced
433	KAM Knightsbridge Asset Management Newport Beach, California	$9.49M	-$13.9K	1	2%	Reduced
434	Reinhart Partners Mequon, Wisconsin	$9.4M	-$15.8M	1	0.58%	Reduced
435	IFM Investors Melbourne, Australia	$9.32M	+$219K	3	0.17%	Increased
436	SNB Security National Bank Omaha, Nebraska	$9.28M	-$89K	1	2.59%	Reduced
437	Trexquant Investment Stamford, Connecticut	$9.24M	+$2.36M	8	0.32%	Increased
438	Commerce Bank Kansas City, Missouri	$9.21M	-$12.1K	6	0.08%	Reduced
439	Tower Research Capital (TRC) New York	$9.2M	+$2.42M	21	0.15%	Increased
440	Verition Fund Management Greenwich, Connecticut	$9.18M	+$3.15M	8	0.1%	Increased
441	TAIM Te Ahumairangi Investment Management Wellington, New Zealand	$9.17M	-$1.05M	1	1.56%	Reduced
442	DnB Asset Management Oslo, Norway	$9.16M	-$296K	3	0.07%	Reduced
443	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$8.79M	-$15.9K	1	1.17%	Reduced
444	TAMH Taikang Asset Management (HK) Hong Kong	$8.74M	$0	1	1.8%	Maintained
445	FG Formula Growth Montreal, Quebec, Canada	$8.74M	+$2.42M	2	2.5%	Increased
446	Gulf International Bank (UK) London, United Kingdom	$8.67M	$0	3	0.16%	Maintained
447	Luther King Capital Management (LKCM) Fort Worth, Texas	$8.34M	+$344K	2	0.05%	Increased
448	Cambiar Investors Denver, Colorado	$8.31M	-$29.8M	1	0.42%	Reduced
449	Pathstone Family Office Englewood, New Jersey	$8.26M	+$6.56M	7	0.16%	Increased
450	JGC J. Goldman & Co New York	$8.14M	-$1.68M	2	0.39%	Reduced