← 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
HI
Honeywell International
North Carolina
$13M +$12.9M 1 0.32% New
252
Regions Financial Corp
Regions Financial Corp
Alabama
$13M -$3.29M 3 0.17% Reduced
253
Stifel Financial
Stifel Financial
Missouri
$12.9M -$1.53M 6 0.07% Reduced
254
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$12.8M +$12.7M 1 0.01% New
255
SCM
Stevens Capital Management
Pennsylvania
$12.8M +$12.5M 2 0.46% Increased
256
CISOA
Capital Investment Services of America
Wisconsin
$12.8M +$203K 1 2.92% Increased
257
DCM
Dupont Capital Management
Delaware
$12.8M -$2.96M 2 0.28% Reduced
258
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$12.7M -$2.77M 3 0.12% Reduced
259
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$12.6M +$509K 4 0.03% Increased
260
Tocqueville Asset Management
Tocqueville Asset Management
New York
$12.6M -$125K 1 0.15% Reduced
261
Daiwa Securities Group
Daiwa Securities Group
Japan
$12.6M +$1.22M 5 0.09% Increased
262
SHA
Smith Hayes Advisers
Nebraska
$12.2M -$153K 1 2.41% Reduced
263
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$12M $0 3 0.05% Maintained
264
1M
13D Management
New York
$12M +$10.6M 1 2.71% New
265
HTI
Hikari Tsushin Inc
Japan
$11.9M -$1.49M 1 2.59% Reduced
266
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$11.7M +$1.26M 1 0.35% Increased
267
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.7M -$129K 3 0.08% Reduced
268
Kennedy Capital Management
Kennedy Capital Management
Missouri
$11.7M -$3.65M 2 0.21% Reduced
269
PWAM
Park West Asset Management
California
$11.6M +$11.4M 1 1.08% New
270
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$11.6M -$311K 7 0.09% Reduced
271
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$11.5M +$215K 6 0.27% Increased
272
SGCA
Steel Grove Capital Advisors
Tennessee
$11.4M +$125K 2 2.54% Increased
273
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$11.4M $0 3 0.2% Maintained
274
NCM
Numina Capital Management
New York
$11.3M +$5.14M 1 3.2% Increased
275
M&T Bank
M&T Bank
New York
$11.3M -$3.45M 5 0.07% Reduced