← 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
476	Bridgewater Associates Westport, Connecticut	$4.18M	-$5.15M	1	0.04%	Reduced
477	FL Fort LP Chevy Chase, Maryland	$4.16M	-$130K	1	1.04%	Reduced
478	Artemis Investment Management Edinburgh, United Kingdom	$4.15M	+$4.24M	1	0.1%	New
479	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$4.15M	+$888K	3	0.61%	Increased
480	PAIM Punch & Associates Investment Management Edina, Minnesota	$4.09M	-$122K	1	0.38%	Reduced
481	TIM Thompson Investment Management Madison, Wisconsin	$4.09M	-$41.6K	2	0.77%	Reduced
482	FNT First Nebraska Trust Lincoln, Nebraska	$4.06M	+$3.02K	2	0.91%	Increased
483	SCM Steadfast Capital Management New York	$4.04M	+$3.82M	1	0.07%	New
484	Marshall Wace London, United Kingdom	$4.01M	+$2.39M	2	0.18%	Increased
485	Everett Harris & Co Los Angeles, California	$3.99M	-$54.3K	1	0.12%	Reduced
486	BG Bollard Group Boston, Massachusetts	$3.98M	+$18.2K	2	0.21%	Increased
487	Banco Santander Madrid, Spain	$3.94M	+$4.03M	1	0.08%	New
488	Thrivent Financial for Lutherans Minneapolis, Minnesota	$3.9M	+$236K	5	0.02%	Increased
489	FA FDx Advisors Chicago, Illinois	$3.84M	+$1.2M	3	0.11%	Increased
490	GS GAM Systematic Cambridge, United Kingdom	$3.81M	+$2.25M	3	0.55%	Increased
491	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$3.79M	+$34.1K	1	0.6%	Increased
492	ING Group Amsterdam, Netherlands	$3.79M	-$529K	3	0.07%	Reduced
493	Bragg Financial Advisors Charlotte, North Carolina	$3.78M	$0	1	0.6%	Maintained
494	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$3.78M	+$3.12M	2	0.43%	Increased
495	JP Morgan Private Wealth Advisors San Francisco, California	$3.74M	-$948K	5	0.03%	Reduced
496	Brown Brothers Harriman & Co New York	$3.74M	-$38K	4	0.02%	Reduced
497	Aristeia Capital Greenwich, Connecticut	$3.73M	-$10.2M	1	0.18%	Reduced
498	CA Continental Advisors Park City, Utah	$3.72M	+$331K	1	0.84%	Increased
499	BlueCrest Capital Management St Helier, Jersey	$3.72M	-$10.7M	4	0.14%	Reduced
500	PVH Psagot Value Holdings Tel Aviv, Israel	$3.69M	-$287K	1	0.16%	Reduced