← 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
Advisors Asset Management
Advisors Asset Management
Colorado
$20.8M +$689K 4 0.35% Increased
252
STCG
Speece Thorson Capital Group
Minnesota
$20.8M -$565K 1 4.38% Reduced
253
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.8M -$341K 7 0.31% Reduced
254
T
TOBAM
France
$20.8M +$4.34M 1 0.85% Increased
255
Melvin Capital Management
Melvin Capital Management
New York
$20.2M -$43.2M 1 0.18% Reduced
256
SDJVC
St. Denis J. Villere & Co
Louisiana
$20.2M +$15.7M 1 1.19% New
257
Rockefeller Capital Management
Rockefeller Capital Management
New York
$19.9M -$525K 4 0.32% Reduced
258
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$19.6M +$128K 10 0.17% Increased
259
Royal London Asset Management
Royal London Asset Management
United Kingdom
$19.5M +$19.4M 4 0.2% New
260
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$19.3M +$50.6K 7 0.52% Increased
261
HP
Hikari Power
Japan
$19M -$4.03M 2 2.09% Reduced
262
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$19M +$18.8M 2 0.73% New
263
KBC Group
KBC Group
Belgium
$18.8M +$5.91M 7 0.16% Increased
264
Aristeia Capital
Aristeia Capital
Connecticut
$18.8M +$11.1M 1 0.65% Increased
265
MFWM
Motley Fool Wealth Management
Virginia
$18.8M +$297K 1 1.32% Increased
266
AIM
Assured Investment Management
New York
$18.6M +$4.8M 6 0.35% Increased
267
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$18.2M +$2.66M 7 0.32% Increased
268
RMCP
Red Mountain Capital Partners
California
$18.1M +$369K 1 10.15% Increased
269
MSL
Mackay Shields LLC
New York
$18.1M -$4.33M 3 0.13% Reduced
270
TPSF
Texas Permanent School Fund
Texas
$18M -$922K 7 0.25% Reduced
271
SCM
Stonepine Capital Management
Oregon
$18M $0 1 10.93% Maintained
272
EP
Elkfork Partners
Oregon
$17.9M +$1.14M 4 0.46% Increased
273
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$17.7M +$7.46M 3 0.42% Increased
274
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$17.6M +$1.35M 5 0.09% Increased
275
CIBC World Markets
CIBC World Markets
New York
$17.6M +$9.17M 4 0.15% Increased
9 10
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