← 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	Lighthouse Investment Partners Palm Beach Gardens, Florida	$9.99M	+$9.48M	2	1.1%	New
427	Oppenheimer Asset Management New York	$9.9M	-$5.76M	7	0.16%	Reduced
428	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$9.79M	-$16.9K	12	0.27%	Reduced
429	Axiom Investors Greenwich, Connecticut	$9.75M	+$4.08M	1	0.19%	Increased
430	Hudson Bay Capital Management Stamford, Connecticut	$9.73M	-$57.9M	2	0.1%	Reduced
431	Reinhart Partners Mequon, Wisconsin	$9.55M	-$82.9K	1	0.52%	Reduced
432	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$9.5M	-$123K	2	2.24%	Reduced
433	NCGI Next Century Growth Investors Plymouth, Minnesota	$9.49M	+$1.25M	1	1.14%	Increased
434	KTA Keeley-Teton Advisors Chicago, Illinois	$9.47M	-$486K	3	1.18%	Reduced
435	Cambiar Investors Denver, Colorado	$9.4M	-$189K	1	0.43%	Reduced
436	MFS Mirabella Financial Services London, United Kingdom	$9.39M	-$10.3M	4	0.84%	Reduced
437	Algert Global San Francisco, California	$9.36M	-$7.54M	5	0.52%	Reduced
438	IEFM IQ EQ Fund Management Dublin 2, Ireland	$9.32M	+$222K	1	1.91%	Increased
439	ECM Engle Capital Management Greenwich, Connecticut	$9.29M	+$9.72M	1	4.18%	New
440	FG Formula Growth Montreal, Quebec, Canada	$9.19M	-$1.59M	2	2.6%	Reduced
441	Brookfield Corp Toronto, Ontario, Canada	$9.18M	-$7.43M	2	0.03%	Reduced
442	EPC Emerson Point Capital Larchmont, New York	$9.14M	+$8.7M	1	8.45%	New
443	Gotham Asset Management New York	$9.14M	+$1.14M	7	0.26%	Increased
444	GFG Greystone Financial Group Bloomfield Hills, Michigan	$9.08M	-$66.7K	1	2.67%	Reduced
445	Maryland State Retirement & Pension System Baltimore, Maryland	$9.07M	+$6.39M	11	0.27%	Increased
446	Employees Retirement System of Texas Austin, Texas	$8.83M	$0	1	0.13%	Maintained
447	Hillsdale Investment Management Toronto, Ontario, Canada	$8.75M	+$1.34M	4	0.74%	Increased
448	E Ergoteles New York	$8.55M	-$6.79M	6	0.31%	Reduced
449	TTWM TCV Trust & Wealth Management Richmond, Virginia	$8.54M	-$99.6K	1	0.97%	Reduced
450	D.A. Davidson & Co Great Falls, Montana	$8.52M	-$90.9K	4	0.1%	Reduced