← 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
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$12.9M +$82.2K 1 1.6% Increased
277
Tocqueville Asset Management
Tocqueville Asset Management
New York
$12.9M -$1.91M 1 0.15% Reduced
278
Mutual of America Capital Management
Mutual of America Capital Management
New York
$12.8M +$573K 6 0.27% Increased
279
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$12.7M -$538K 6 0.28% Reduced
280
CC
Cognios Capital
Kansas
$12.4M +$1.25M 1 3.95% Increased
281
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$12.4M $0 3 0.21% Maintained
282
CCI
Columbus Circle Investors
$12.4M +$11.9M 1 0.12% New
283
Royal London Asset Management
Royal London Asset Management
United Kingdom
$12.3M +$3.16M 2 0.2% Increased
284
CC
Cipher Capital
New York
$12M +$8.08M 2 0.84% Increased
285
CAM
Capstone Asset Management
Texas
$12M -$1.52M 5 0.36% Reduced
286
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$11.9M +$24.9K 2 0.25% Increased
287
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$11.9M +$25.1K 5 0.08% Increased
288
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$11.8M +$1.38M 4 0.12% Increased
289
GCP
GSA Capital Partners
United Kingdom
$11.8M +$1.35M 9 0.65% Increased
290
Wolverine Asset Management
Wolverine Asset Management
Illinois
$11.7M -$12.2M 2 0.18% Reduced
291
Rockefeller Financial Services
Rockefeller Financial Services
New York
$11.7M -$120K 2 0.23% Reduced
292
Putnam Investments
Putnam Investments
Massachusetts
$11.7M -$30.7M 2 0.03% Reduced
293
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$11.6M -$6.49M 3 0.13% Reduced
294
USAA
United Services Automobile Association
Texas
$11.5M +$34.3K 4 0.04% Increased
295
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$11.5M +$67K 8 0.15% Increased
296
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$11.1M -$637K 7 0.09% Reduced
297
Bahl & Gaynor
Bahl & Gaynor
Ohio
$10.9M +$464K 1 0.14% Increased
298
QIM
Quantitative Investment Management
Virginia
$10.6M -$2.81M 5 0.49% Reduced
299
MSR
Main Street Research
Connecticut
$10.4M +$314K 1 2.16% Increased
300
HTI
Hikari Tsushin Inc
Japan
$10.4M $0 1 2.56% Maintained
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