← 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
226
M&T Bank
M&T Bank
New York
$15.7M -$2.08M 6 0.1% Reduced
227
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$15.7M -$495K 1 0.19% Reduced
228
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$15.1M +$1.92K 1 0.34% Increased
229
SAM
Shell Asset Management
Netherlands
$15.1M -$4.4M 4 0.26% Reduced
230
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$15M -$14.9M 3 0.14% Reduced
231
BPCM
Beach Point Capital Management
California
$14.9M +$11.9M 1 2.72% New
232
DCM
Dupont Capital Management
Delaware
$14.8M +$3.99M 2 0.29% Increased
233
Kennedy Capital Management
Kennedy Capital Management
Missouri
$14.8M -$2.62M 3 0.26% Reduced
234
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$14.8M -$1.36M 4 0.06% Reduced
235
Advisors Asset Management
Advisors Asset Management
Colorado
$14.6M +$3.31M 6 0.19% Increased
236
SRCM
Swift Run Capital Management
Virginia
$14.6M +$354K 1 6.36% Increased
237
Regions Financial Corp
Regions Financial Corp
Alabama
$14.6M -$1.02M 4 0.19% Reduced
238
Wolverine Asset Management
Wolverine Asset Management
Illinois
$14.3M +$13.4M 4 0.28% Increased
239
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.3M -$104K 4 0.08% Reduced
240
Andra AP-fonden
Andra AP-fonden
Sweden
$14.2M -$2.83M 3 0.4% Reduced
241
Rockefeller Financial Services
Rockefeller Financial Services
New York
$14.2M +$733K 2 0.31% Increased
242
GGPE
Golden Gate Private Equity
California
$14.2M $0 1 3.78% Maintained
243
AR
Advisory Research
Illinois
$14.1M -$2.03M 1 0.15% Reduced
244
OAM
Oxford Asset Management
United Kingdom
$14M -$2.44M 3 0.36% Reduced
245
Stifel Financial
Stifel Financial
Missouri
$13.8M -$3.19M 7 0.08% Reduced
246
PP
Prospector Partners
Connecticut
$13.8M +$584K 1 1.04% Increased
247
HTI
Hikari Tsushin Inc
Japan
$13.6M -$3.65M 1 2.73% Reduced
248
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$13.5M -$174K 1 0.4% Reduced
249
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$13.4M +$121K 1 1.91% Increased
250
SCCM
Schafer Cullen Capital Management
New York
$13.3M +$8.61M 1 0.13% Increased
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