← 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
526	Marshall Wace Asia Central, Hong Kong	$3.68M	+$3.65M	1	0.11%	New
527	Duff & Phelps Investment Management Chicago, Illinois	$3.68M	+$3.38M	1	0.06%	New
528	Candriam SCA Strassen, Luxembourg, Luxembourg	$3.67M	-$6.33M	3	0.05%	Reduced
529	WAM World Asset Management Detroit, Michigan	$3.65M	+$412K	6	0.19%	Increased
530	DCM Dupont Capital Management Wilmington, Delaware	$3.63M	-$1.72M	6	0.08%	Reduced
531	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.52M	+$216K	4	0.28%	Increased
532	MP Mangrove Partners Greenwich, Connecticut	$3.48M	$0	1	0.47%	Maintained
533	IAM ICM Asset Management Spokane, Washington	$3.47M	-$36.3K	1	2.67%	Reduced
534	CC Cannell & Co New York	$3.36M	-$255K	1	0.13%	Reduced
535	ACM AlphaCrest Capital Management New York	$3.33M	+$805K	5	0.51%	Increased
536	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$3.31M	-$90.8K	6	0.06%	Reduced
537	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.31M	+$5.7K	7	0.17%	Increased
538	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$3.31M	-$56.1K	1	0.36%	Reduced
539	IA Icon Advisers Greenwood Village, Colorado	$3.3M	-$507K	3	0.33%	Reduced
540	CT Coastline Trust Providence, Rhode Island	$3.3M	+$494K	2	0.49%	Increased
541	EI EAM Investors Solana Beach, California	$3.29M	-$949K	2	0.81%	Reduced
542	WCMNY Westchester Capital Management (New York) Valhalla, New York	$3.28M	+$3.24M	1	0.12%	New
543	TPCM Three Peaks Capital Management Castle Rock, Colorado	$3.25M	-$1.44M	1	0.96%	Reduced
544	GS Gagnon Securities New York	$3.23M	+$40.4K	1	0.7%	Increased
545	ExodusPoint Capital Management New York	$3.22M	+$3.24M	3	0.24%	Increased
546	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$3.21M	+$3.03M	1	0.19%	New
547	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$3.2M	-$76.3K	1	0.28%	Reduced
548	SAM Sompo Asset Management Tokyo, Japan	$3.19M	+$2.64M	1	1%	New
549	SIC Starr International Company Zug, Switzerland	$3.17M	+$3M	1	1.27%	New
550	EBIM Eagle Boston Investment Management Boston, Massachusetts	$3.17M	-$1.26M	1	1.38%	Reduced