← 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
276
PAIM
Punch & Associates Investment Management
Minnesota
$10M -$368K 1 1.37% Reduced
277
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$9.95M -$7.03M 1 0.16% Reduced
278
Robeco Schweiz
Robeco Schweiz
Switzerland
$9.95M -$219K 2 0.93% Reduced
279
Mutual of America Capital Management
Mutual of America Capital Management
New York
$9.86M +$215K 6 0.23% Increased
280
William Blair Investment Management
William Blair Investment Management
Illinois
$9.78M +$9.9M 2 0.02% New
281
HTI
Hikari Tsushin Inc
Japan
$9.74M -$1.16M 1 2.59% Reduced
282
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$9.57M +$8.01M 1 0.1% New
283
IRF
IBM Retirement Fund
New York
$9.51M -$724K 4 0.2% Reduced
284
PCM
Portolan Capital Management
Massachusetts
$9.5M +$3.61M 1 1.26% Increased
285
DVM
Dreman Value Management
Florida
$9.29M +$1.2M 1 0.93% Increased
286
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$9.15M +$7.19M 3 0.31% Increased
287
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.08M +$1.63M 3 0.01% Increased
288
USAA
United Services Automobile Association
Texas
$8.87M -$936K 2 0.03% Reduced
289
RSCM
Rock Springs Capital Management
Maryland
$8.83M $0 1 0.72% Maintained
290
GGI
Godsey & Gibb Inc
Virginia
$8.75M -$1.67M 1 1.8% Reduced
291
Bahl & Gaynor
Bahl & Gaynor
Ohio
$8.57M +$2.5M 1 0.12% Increased
292
MSR
Main Street Research
Connecticut
$8.57M +$9.11M 1 2.01% New
293
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$8.56M +$354K 6 0.12% Increased
294
Creative Planning
Creative Planning
Kansas
$8.5M +$760K 7 0.08% Increased
295
STCG
Speece Thorson Capital Group
Minnesota
$8.29M +$4.07M 1 2.06% Increased
296
WCM Investment Management
WCM Investment Management
California
$8.29M -$776K 1 0.21% Reduced
297
Kennedy Capital Management
Kennedy Capital Management
Missouri
$8.27M -$2.26M 2 0.17% Reduced
298
CAM
Capstone Asset Management
Texas
$8.27M +$293K 5 0.26% Increased
299
Azimuth Capital Management
Azimuth Capital Management
Michigan
$8.19M +$13.9K 2 0.86% Increased
300
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.14M -$2.77M 3 0.07% Reduced