← 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
MSL
Mackay Shields LLC
New York
$21.9M +$23.3M 3 0.14% New
227
HighTower Advisors
HighTower Advisors
Illinois
$21.9M -$372K 7 0.18% Reduced
228
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$21.8M +$21.8M 1 0.26% New
229
Great Lakes Advisors
Great Lakes Advisors
Illinois
$21.6M +$9.72M 2 0.51% Increased
230
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$21.2M +$19.5M 6 0.01% Increased
231
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$20.9M +$87.1K 1 1.64% Increased
232
PineBridge Investments
PineBridge Investments
New York
$20.8M +$1.62M 2 0.49% Increased
233
Sit Investment Associates
Sit Investment Associates
Minnesota
$20.7M -$2.19M 1 0.51% Reduced
234
STCG
Speece Thorson Capital Group
Minnesota
$20.3M -$1.51M 1 4.31% Reduced
235
IP
Interval Partners
New York
$20.3M +$12.2M 1 0.92% Increased
236
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.1M -$65.6M 9 0.08% Reduced
237
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.1M +$167K 7 0.31% Increased
238
MFAM
Motley Fool Asset Management
Virginia
$19.8M $0 1 2.78% Maintained
239
MetLife Investment Management
MetLife Investment Management
New Jersey
$19.7M -$1.35M 9 0.23% Reduced
240
USAA
United Services Automobile Association
Texas
$19.7M +$4.21M 8 0.05% Increased
241
SAM
Serengeti Asset Management
New York
$19.5M -$4.24M 1 3.72% Reduced
242
Rockefeller Capital Management
Rockefeller Capital Management
New York
$19.5M +$18.7M 2 0.32% New
243
Advisors Asset Management
Advisors Asset Management
Colorado
$19.4M -$290K 4 0.33% Reduced
244
Aberdeen Group
Aberdeen Group
United Kingdom
$19.4M -$183K 4 0.04% Reduced
245
BP
Banbury Partners
North Carolina
$19.4M -$2.03M 1 5.2% Reduced
246
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$19.3M +$5.78M 10 0.18% Increased
247
PJC
Pelorus Jack Capital
California
$18.4M +$9.17M 1 1.28% Increased
248
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$18.2M -$802K 7 0.47% Reduced
249
ARTA
A.R.T. Advisors
New York
$18.2M -$1.73M 6 0.73% Reduced
250
BIM
Bogle Investment Management
Massachusetts
$18.1M -$11M 3 1.36% Reduced
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