← 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
Edge Asset Management
Edge Asset Management
Washington
$13.7M -$7.09M 1 0.11% Reduced
277
SAM
Serengeti Asset Management
New York
$13.6M -$1.89M 1 3.46% Reduced
278
RC
Reik & Co
New York
$13.6M -$19.2K 1 4.67% Reduced
279
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$13.3M -$17M 2 0.43% Reduced
280
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$13.1M +$3.84M 5 0.05% Increased
281
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$12.9M -$12.2M 2 0.31% Reduced
282
SAM
Sandell Asset Management
New York
$12.9M $0 1 3.39% Maintained
283
QI
Qualcomm Inc
California
$12.8M $0 1 2.21% Maintained
284
Mutual of America Capital Management
Mutual of America Capital Management
New York
$12.8M +$250K 6 0.26% Increased
285
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$12.8M -$507K 1 1.53% Reduced
286
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$12.6M +$10.5M 4 0.07% Increased
287
AHL Partners
AHL Partners
United Kingdom
$12.6M -$11.8M 4 0.47% Reduced
288
PAS
Professional Advisory Services
Florida
$12.6M -$1.21M 1 2.87% Reduced
289
SAM
Shell Asset Management
Netherlands
$12.4M -$901K 4 0.26% Reduced
290
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$12.2M +$6.13M 2 0.16% Increased
291
Nomura Asset Management
Nomura Asset Management
Japan
$12.1M +$3.3M 3 0.22% Increased
292
CAM
Capstone Asset Management
Texas
$12.1M +$218K 5 0.35% Increased
293
Rockefeller Financial Services
Rockefeller Financial Services
New York
$11.9M $0 2 0.25% Maintained
294
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$11.9M +$1.24M 2 0.12% Increased
295
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$11.9M +$62.6K 3 0.19% Increased
296
CC
Coastland Capital
California
$11.8M +$11.5M 1 0.46% New
297
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$11.8M -$123K 1 0.3% Reduced
298
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$11.7M -$18.4M 1 0.79% Reduced
299
SAM
Sentinel Asset Management
Vermont
$11.7M +$3.43M 1 0.28% Increased
300
HT
HAP Trading
New York
$11.7M -$3.99M 1 0.41% Reduced
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