← 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
501	LBD Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$4.15M	+$1.6M	3	1.12%	Increased
502	BCM Barometer Capital Management Toronto, Ontario, Canada	$4.15M	+$3.92M	1	0.45%	New
503	EI EAM Investors Solana Beach, California	$4.12M	+$1.16M	2	1.09%	Increased
504	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$4.08M	+$384K	7	0.07%	Increased
505	AGC Angelo Gordon & Co New York	$4.07M	-$2.04M	1	0.52%	Reduced
506	North Star Asset Management Neenah, Wisconsin	$4.06M	+$48.9K	1	0.32%	Increased
507	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$4.05M	$0	2	1.36%	Maintained
508	GHCM Glen Harbor Capital Management San Diego, California	$4.03M	-$1.84M	5	0.08%	Reduced
509	QIM Quantitative Investment Management Charlottesville, Virginia	$3.94M	-$1.19M	1	0.21%	Reduced
510	BG Bollard Group Boston, Massachusetts	$3.93M	-$655K	2	0.14%	Reduced
511	PP Prospector Partners Guilford, Connecticut	$3.84M	-$133K	1	0.56%	Reduced
512	Jupiter Investment Management London, United Kingdom	$3.84M	-$19.4M	1	0.05%	Reduced
513	ExodusPoint Capital Management New York	$3.83M	+$1.57M	6	0.13%	Increased
514	MC Middleton & Co Boston, Massachusetts	$3.83M	+$2.49M	1	0.59%	Increased
515	WAM World Asset Management Detroit, Michigan	$3.82M	-$57K	5	0.19%	Reduced
516	Private Advisor Group Morristown, New Jersey	$3.76M	-$358K	3	0.06%	Reduced
517	Banco Santander Madrid, Spain	$3.75M	+$156K	1	0.04%	Increased
518	Mariner Overland Park, Kansas	$3.74M	+$515K	3	0.04%	Increased
519	Rafferty Asset Management New York	$3.7M	+$2.61M	2	0.06%	Increased
520	PVH Psagot Value Holdings Tel Aviv, Israel	$3.68M	-$22.9K	1	0.15%	Reduced
521	Zacks Investment Management Chicago, Illinois	$3.64M	+$2.72M	3	0.07%	Increased
522	People's United Financial Bridgeport, Connecticut	$3.6M	-$1.54M	1	0.1%	Reduced
523	MP Mangrove Partners Greenwich, Connecticut	$3.57M	$0	1	0.43%	Maintained
524	AQR Arbitrage Greenwich, Connecticut	$3.57M	-$4.54M	1	0.05%	Reduced
525	SCM Signia Capital Management Spokane, Washington	$3.54M	+$1.58M	1	3.95%	Increased