← 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
251
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$14.2M +$12.8M 3 0.3% Increased
252
SAM
Shell Asset Management
Netherlands
$14.1M +$285K 4 0.23% Increased
253
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$13.9M +$3.08M 1 0.88% Increased
254
AIM
Allen Investment Management
New York
$13.9M +$1.51M 2 2.15% Increased
255
CC
Coastland Capital
California
$13.8M +$16M 1 0.56% New
256
Aperio Group
Aperio Group
California
$13.8M +$13.8M 9 0.19% New
257
GGPE
Golden Gate Private Equity
California
$13.7M -$42.9K 1 3.07% Reduced
258
MSA
Mason Street Advisors
Wisconsin
$13.6M +$261K 7 0.11% Increased
259
Edge Asset Management
Edge Asset Management
Washington
$13.6M -$2.03M 1 0.14% Reduced
260
HTI
Hikari Tsushin Inc
Japan
$13.5M $0 1 2.27% Maintained
261
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$13.4M -$1.92M 4 0.11% Reduced
262
Janus Henderson Group
Janus Henderson Group
$13.4M -$3.48M 4 0.13% Reduced
263
ACPU
Arrowgrass Capital Partners (US)
Delaware
$13.3M +$15.3M 1 0.52% New
264
Nordea Investment Management
Nordea Investment Management
Sweden
$12.8M -$477K 4 0.06% Reduced
265
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$12.6M -$416K 5 0.18% Reduced
266
Wolverine Asset Management
Wolverine Asset Management
Illinois
$12.6M +$8.74M 4 0.27% Increased
267
TCW Group
TCW Group
California
$12.5M +$47.3K 2 0.05% Increased
268
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$12.4M +$947K 2 0.04% Increased
269
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$12M +$5.13M 3 0.07% Increased
270
QI
Qualcomm Inc
California
$12M $0 2 0.61% Maintained
271
PHS
Pekin Hardy Strauss
Illinois
$11.9M -$118K 1 1.94% Reduced
272
Credit Agricole
Credit Agricole
France
$11.7M +$44.4K 5 0.05% Increased
273
ProShare Advisors
ProShare Advisors
Maryland
$11.6M -$1.55M 7 0.15% Reduced
274
SCCM
Schafer Cullen Capital Management
New York
$11.3M +$3.5M 1 0.11% Increased
275
NG
NatWest Group
United Kingdom
$11.3M +$6.84M 4 0.5% Increased