← 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
451	Zurich Insurance Group Zurich, Switzerland	$3.42M	+$3.37M	2	0.12%	New
452	HS HighVista Strategies Boston, Massachusetts	$3.37M	+$2.36M	2	0.63%	Increased
453	Handelsbanken Fonder Stockholm, Sweden	$3.34M	+$3.37M	3	0.06%	New
454	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.31M	-$58.6K	2	0.16%	Reduced
455	JP Morgan Private Wealth Advisors San Francisco, California	$3.28M	-$2.82M	5	0.03%	Reduced
456	DCM Dynamic Capital Management St. Helier, Jersey	$3.25M	+$2.91M	1	1.56%	Increased
457	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$3.25M	+$3.16M	1	0.95%	New
458	Bank of Nova Scotia Toronto, Ontario, Canada	$3.23M	-$1.75M	3	0.02%	Reduced
459	FHAM Folger Hill Asset Management New York	$3.22M	+$3.14M	1	0.19%	New
460	Pentwater Capital Management Naples, Florida	$3.22M	+$5.56K	1	0.02%	Increased
461	CG Clinton Group New York	$3.19M	-$2.91M	2	0.26%	Reduced
462	CIM Calvert Investment Management Bethesda, Maryland	$3.17M	+$2.04M	5	0.14%	Increased
463	OI Oakbrook Investments Lisle, Illinois	$3.16M	-$462K	2	0.2%	Reduced
464	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$3.15M	-$61.8K	1	0.58%	Reduced
465	RHFI Reilly Herbert Faulkner III	$3.15M	+$39.4K	1	2.65%	Increased
466	DnB Asset Management Oslo, Norway	$3.14M	-$576K	3	0.07%	Reduced
467	MCM Matarin Capital Management New York	$3.14M	+$993K	2	0.47%	Increased
468	CCM Carderock Capital Management Chevy Chase, Maryland	$3.14M	-$23.4K	1	1.63%	Reduced
469	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$3.14M	-$36.3K	3	0.83%	Reduced
470	Truist Financial Charlotte, North Carolina	$3.13M	-$238K	3	0.08%	Reduced
471	Capital International Sarl Los Angeles, California	$3.1M	-$95.2K	1	0.26%	Reduced
472	DSAM Dock Street Asset Management Palm Beach, Florida	$3.09M	-$138K	1	2.39%	Reduced
473	RC Roundview Capital Princeton, New Jersey	$3.09M	-$7.33K	1	1.22%	Reduced
474	DL Delta Lloyd Amsterdam, Netherlands	$3.09M	-$2.49M	3	0.11%	Reduced
475	GS GAM Systematic Cambridge, United Kingdom	$3.08M	-$906K	4	0.88%	Reduced