← 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
SRCM
Swift Run Capital Management
Virginia
$13.2M -$265K 1 6.31% Reduced
252
AH
Achievement Holdings
Illinois
$13.2M +$14.5M 2 0.38% New
253
GGI
Godsey & Gibb Inc
Virginia
$12.9M -$493K 1 2.41% Reduced
254
Great Lakes Advisors
Great Lakes Advisors
Illinois
$12.8M +$5.19M 2 0.4% Increased
255
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$12.8M -$30.1M 4 0.24% Reduced
256
CISOA
Capital Investment Services of America
Wisconsin
$12.6M +$26.1K 1 2.92% Increased
257
Eaton Vance Management
Eaton Vance Management
Massachusetts
$12.4M +$4.2M 3 0.04% Increased
258
Lazard Asset Management
Lazard Asset Management
New York
$12.3M -$531K 3 0.03% Reduced
259
HighTower Advisors
HighTower Advisors
Illinois
$12M +$1.19M 5 0.18% Increased
260
Ninety One (UK)
Ninety One (UK)
United Kingdom
$11.9M -$945K 1 0.07% Reduced
261
PGCM
Prescott Group Capital Management
Oklahoma
$11.6M +$1.97M 1 1.89% Increased
262
CCMH
Cornerstone Capital Management Holdings
New York
$11.5M +$2.73M 3 0.12% Increased
263
PP
Prospector Partners
Connecticut
$11.5M -$8.19M 1 0.87% Reduced
264
Sterling Capital Management
Sterling Capital Management
North Carolina
$11.4M +$93.8K 4 0.1% Increased
265
Prudential plc
Prudential plc
United Kingdom
$11.3M +$334K 2 0.05% Increased
266
Advisors Asset Management
Advisors Asset Management
Colorado
$11.1M +$5.1M 6 0.15% Increased
267
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$10.9M +$9.29M 2 0.35% Increased
268
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$10.9M -$262K 8 0.09% Reduced
269
TSU
TD Securities (USA)
New York
$10.8M +$867K 2 0.15% Increased
270
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$10.7M -$954K 1 0.32% Reduced
271
B
BP
United Kingdom
$10.7M +$8.36M 2 0.27% Increased
272
Tocqueville Asset Management
Tocqueville Asset Management
New York
$10.5M +$7.94M 1 0.11% Increased
273
Rockefeller Financial Services
Rockefeller Financial Services
New York
$10.5M +$222K 1 0.23% Increased
274
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$10.4M +$229K 1 1.56% Increased
275
PAIM
Punch & Associates Investment Management
Minnesota
$10.4M +$293K 1 1.33% Increased
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