← 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
576	EFEM Eos Focused Equity Management New York	$3.05M	$0	1	4.53%	Maintained
577	Commerce Bank Kansas City, Missouri	$3.03M	+$11.5K	5	0.04%	Increased
578	TCM Telos Capital Management San Diego, California	$3.02M	-$20.4K	1	1.04%	Reduced
579	ACM Argyle Capital Management Center Valley, Pennsylvania	$3M	$0	2	1.19%	Maintained
580	Tower Research Capital (TRC) New York	$2.97M	+$1.39M	11	0.17%	Increased
581	Hennessy Advisors Inc Novato, California	$2.97M	-$63.3K	1	0.1%	Reduced
582	Daiwa Securities Group Tokyo, Japan	$2.97M	-$1.74M	5	0.02%	Reduced
583	CAM Cortina Asset Management Milwaukee, Wisconsin	$2.96M	+$2.64M	1	0.14%	New
584	Financial Engines Advisors Santa Clara, California	$2.96M	+$485K	1	0.07%	Increased
585	RIM Redpoint Investment Management Sydney, NSW, Australia	$2.94M	+$2.83K	3	0.16%	Increased
586	Trexquant Investment Stamford, Connecticut	$2.94M	-$19.8M	4	0.2%	Reduced
587	IC InterOcean Capital Chicago, Illinois	$2.93M	-$3.58M	1	0.34%	Reduced
588	KC Kepos Capital New York	$2.93M	+$3.05M	1	0.15%	New
589	SFM Systematic Financial Management Teaneck, New Jersey	$2.93M	-$957K	2	0.07%	Reduced
590	Profund Advisors Bethesda, Maryland	$2.91M	+$100K	6	0.12%	Increased
591	BCM Basso Capital Management Stamford, Connecticut	$2.9M	+$2.91M	1	0.55%	New
592	PAIM Punch & Associates Investment Management Edina, Minnesota	$2.89M	-$846K	1	0.24%	Reduced
593	SP Summit Partners Boston, Massachusetts	$2.89M	$0	1	0.36%	Maintained
594	GIA GHP Investment Advisors Denver, Colorado	$2.86M	+$95.7K	3	0.4%	Increased
595	Hardman Johnston Global Advisors Stamford, Connecticut	$2.8M	$0	1	0.12%	Maintained
596	Polar Asset Management Partners Toronto, Ontario, Canada	$2.79M	+$2.49M	1	0.05%	New
597	WBC Westpac Banking Corp Sydney, Australia	$2.75M	$0	3	0.05%	Maintained
598	MC Maplelane Capital New York	$2.74M	-$23.8M	1	0.06%	Reduced
599	Brown Brothers Harriman & Co New York	$2.73M	-$11K	5	0.02%	Reduced
600	DIM DC Investments Management Mclean, Virginia	$2.72M	+$2.3M	4	1.73%	Increased