← 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	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$10.1M	+$1.47M	1	0.61%	Increased
427	SI Sapience Investments Newport Beach, California	$9.84M	-$1.25M	2	2.36%	Reduced
428	CIBC Asset Management Toronto, Ontario, Canada	$9.79M	-$386K	4	0.04%	Reduced
429	GCIA Gabelli & Co Investment Advisers Rye, New York	$9.72M	+$7.82M	1	1.58%	New
430	Cambiar Investors Denver, Colorado	$9.62M	+$313K	1	0.41%	Increased
431	AQR Arbitrage Greenwich, Connecticut	$9.5M	+$7.64M	1	0.43%	New
432	NCGI Next Century Growth Investors Plymouth, Minnesota	$9.5M	+$3.78M	1	1.03%	Increased
433	Utah Retirement Systems Salt Lake City, Utah	$9.44M	+$40.6K	5	0.13%	Increased
434	Czech National Bank Prague, Czech Republic	$9.33M	+$3.46M	4	0.15%	Increased
435	AA Apriem Advisors Irvine, California	$9.27M	+$11.3M	1	1.36%	New
436	RC Riposte Capital New York	$9.25M	+$3.55M	1	1.06%	Increased
437	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$9.24M	+$1.72M	3	1.88%	Increased
438	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$9.21M	-$175K	11	0.21%	Reduced
439	FVCM F&V Capital Management Boca Raton, Florida	$9.17M	-$20.8K	1	3.14%	Reduced
440	ORI Oak Ridge Investments Chicago, Illinois	$9.15M	+$3.13M	2	1.17%	Increased
441	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$9.09M	-$49.5K	8	0.7%	Reduced
442	Pathstone Family Office Englewood, New Jersey	$9.02M	+$2.07M	7	0.07%	Increased
443	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$8.87M	-$332K	3	0.45%	Reduced
444	Masters Capital Management Atlanta, Georgia	$8.86M	+$7.86M	1	0.49%	New
445	RSCM Rock Springs Capital Management Baltimore, Maryland	$8.83M	+$11.2M	1	0.24%	New
446	MassMutual Private Wealth & Trust Windsor, Connecticut	$8.83M	+$329K	10	0.33%	Increased
447	TAIM Te Ahumairangi Investment Management Wellington, New Zealand	$8.81M	-$418K	1	1.43%	Reduced
448	Scout Investments Kansas City, Missouri	$8.76M	-$4.61M	1	0.2%	Reduced
449	ABN AMRO Investment Solutions Paris Cedex 008,	$8.76M	+$1.81M	2	0.17%	Increased
450	Element Capital Management New York	$8.74M	-$2.57M	5	0.78%	Reduced