← 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
Tocqueville Asset Management
Tocqueville Asset Management
New York
$11.7M +$80K 1 0.16% Increased
252
CISOA
Capital Investment Services of America
Wisconsin
$11.7M +$179K 1 2.81% Increased
253
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$11.7M +$1.11M 1 0.41% Increased
254
SFM
Stack Financial Management
Montana
$11.5M -$343K 1 1.61% Reduced
255
NCM
Numina Capital Management
New York
$11.5M +$1.05M 1 3.6% Increased
256
Two Sigma Advisers
Two Sigma Advisers
New York
$11.5M +$5.36M 6 0.07% Increased
257
Regions Financial Corp
Regions Financial Corp
Alabama
$11.4M -$690K 3 0.16% Reduced
258
Natixis
Natixis
France
$11.3M -$709K 2 0.24% Reduced
259
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$11.2M $0 3 0.05% Maintained
260
HI
Honeywell International
North Carolina
$11.1M -$1.14M 1 0.3% Reduced
261
SHA
Smith Hayes Advisers
Nebraska
$11.1M -$214K 1 2.41% Reduced
262
City National Bank
City National Bank
Delaware
$11.1M +$2.77M 1 0.1% Increased
263
Artisan Partners
Artisan Partners
Wisconsin
$11M +$413K 1 0.02% Increased
264
Capital International
Capital International
California
$10.9M +$3.9M 1 0.73% Increased
265
RC
Reik & Co
New York
$10.8M +$438K 1 3.82% Increased
266
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$10.7M +$129K 6 0.27% Increased
267
AIM
Allen Investment Management
New York
$10.7M -$23.2M 2 1.03% Reduced
268
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$10.5M -$141K 7 0.09% Reduced
269
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$10.5M +$41.5K 3 0.2% Increased
270
CCA
Canyon Capital Advisors
Texas
$10.3M +$2.54M 1 0.28% Increased
271
SGA
Sector Gamma AS
Norway
$10.2M +$2.94M 1 2.77% Increased
272
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$10.2M +$292K 3 0.22% Increased
273
Rockefeller Financial Services
Rockefeller Financial Services
New York
$10.2M +$77K 2 0.21% Increased
274
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.1M +$896K 7 0.05% Increased
275
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$10.1M +$705K 1 1.31% Increased
9 10
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