← 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	SP Solel Partners Boston, Massachusetts	$7.82M	$0	1	1.53%	Maintained
502	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$7.81M	-$688K	1	0.56%	Reduced
503	RSS Rosenblum Silverman Sutton San Francisco, California	$7.73M	-$255K	1	1.94%	Reduced
504	HCM Hodges Capital Management Dallas, Texas	$7.73M	-$29.3K	2	0.46%	Reduced
505	Sterling Capital Management Charlotte, North Carolina	$7.71M	+$1.14M	17	0.11%	Increased
506	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$7.69M	-$1.29M	4	0.02%	Reduced
507	FP Foundry Partners Minneapolis, Minnesota	$7.65M	-$4.74M	1	0.38%	Reduced
508	Becker Capital Management Portland, Oregon	$7.64M	-$453K	1	0.25%	Reduced
509	Maryland State Retirement & Pension System Baltimore, Maryland	$7.62M	-$233K	10	0.16%	Reduced
510	KFO Kopp Family Office Bloomington, Minnesota	$7.61M	-$4.66K	1	4.82%	Reduced
511	PAP Persistent Asset Partners Hong Kong	$7.6M	+$6.77M	1	6.31%	New
512	MAM Montanaro Asset Management London, United Kingdom	$7.53M	+$7.11M	1	1.56%	New
513	Hudson Bay Capital Management Stamford, Connecticut	$7.51M	+$1.36M	3	0.03%	Increased
514	QAM QSM Asset Management London, United Kingdom	$7.43M	+$7.67M	1	6.38%	New
515	TCM Telos Capital Management San Diego, California	$7.38M	-$7.83K	3	0.79%	Reduced
516	PPW Parcion Private Wealth Bellevue, Washington	$7.37M	+$72.7K	1	0.56%	Increased
517	Acadian Asset Management Boston, Massachusetts	$7.29M	+$505K	5	0.02%	Increased
518	PGGM Investments Zeist, Netherlands	$7.22M	+$5.83M	3	0.1%	Increased
519	Candriam SCA Strassen, Luxembourg, Luxembourg	$7.21M	+$14.3K	4	0.04%	Increased
520	RIM Redwood Investment Management Scottsdale, Arizona	$7.18M	+$4.09M	4	0.7%	Increased
521	CIBC Private Wealth Group Atlanta, Georgia	$7.15M	-$549K	11	0.01%	Reduced
522	Tower Research Capital (TRC) New York	$7.12M	+$2.21M	20	0.14%	Increased
523	BOK Financial Tulsa, Oklahoma	$7.09M	+$576K	7	0.12%	Increased
524	Perpetual Ltd Sydney, New South Wales, Australia	$7.09M	+$4.38M	2	0.08%	Increased
525	OMERS Administration Corp Toronto, Ontario, Canada	$7.04M	-$2.67M	6	0.06%	Reduced