← 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	PVH Psagot Value Holdings Tel Aviv, Israel	$3.85M	-$219K	1	0.13%	Reduced
527	BlueCrest Capital Management St Helier, Jersey	$3.84M	-$3.09M	3	0.25%	Reduced
528	Mount Yale Investment Advisors Denver, Colorado	$3.83M	-$36.5K	3	0.66%	Reduced
529	TCM Teza Capital Management Chicago, Illinois	$3.81M	+$100K	2	1.05%	Increased
530	RC Rovin Capital Mesa, Arizona	$3.81M	+$3.37M	1	3.3%	New
531	AQR Arbitrage Greenwich, Connecticut	$3.79M	+$196K	2	0.06%	Increased
532	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$3.78M	-$15.9K	1	1.75%	Reduced
533	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$3.78M	+$37.7K	1	1.59%	Increased
534	GCP GSA Capital Partners London, United Kingdom	$3.77M	+$421K	7	0.44%	Increased
535	Mariner Overland Park, Kansas	$3.75M	-$461K	2	0.04%	Reduced
536	Quantbot Technologies New York	$3.75M	+$1.37M	6	0.37%	Increased
537	OAM Optimal Asset Management Los Altos, California	$3.75M	+$3.48M	3	0.57%	New
538	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.74M	-$110K	7	0.19%	Reduced
539	DCM Dupont Capital Management Wilmington, Delaware	$3.73M	+$336K	6	0.08%	Increased
540	Summit Partners Public Asset Management Boston, Massachusetts	$3.71M	-$2.05M	1	0.35%	Reduced
541	EMG Ellington Management Group Old Greenwich, Connecticut	$3.69M	-$588K	3	0.79%	Reduced
542	1WCM 12 West Capital Management New York	$3.68M	+$3.19M	1	0.23%	New
543	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$3.68M	-$265K	1	2.78%	Reduced
544	KPCM Kings Point Capital Management Great Neck, New York	$3.67M	+$466K	3	0.54%	Increased
545	MFCM Mercator Fund (Cayman Master) New York	$3.66M	+$3.23M	1	2.92%	New
546	SA Sycale Advisors New York	$3.66M	+$3.23M	1	2.92%	New
547	SCM Snow Capital Management Sewickley, Pennsylvania	$3.64M	+$2.61M	1	0.5%	Increased
548	BBL Beck Bode LLC Dedham, Massachusetts	$3.63M	-$61K	1	1.49%	Reduced
549	Banco Santander Madrid, Spain	$3.63M	-$617K	1	0.03%	Reduced
550	CI CPMG Inc Dallas, Texas	$3.63M	$0	1	0.27%	Maintained