← 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
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.3M -$2.33M 9 0.04% Reduced
277
Foresters Investment Management
Foresters Investment Management
New York
$14.2M -$736K 3 0.24% Reduced
278
PAS
Professional Advisory Services
Florida
$14.1M -$876K 1 3.05% Reduced
279
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$14.1M -$17.4M 4 0.06% Reduced
280
Sculptor Capital
Sculptor Capital
New York
$14.1M +$4.28M 2 0.07% Increased
281
SAM
Sentinel Asset Management
Vermont
$14.1M +$2.32M 1 0.34% Increased
282
Soros Fund Management
Soros Fund Management
New York
$14M -$956K 1 0.25% Reduced
283
SCM
Stevens Capital Management
Pennsylvania
$14M -$2.18M 4 0.52% Reduced
284
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$13.9M -$180K 4 0.12% Reduced
285
RCM
Riverhead Capital Management
Delaware
$13.9M +$3.69M 8 0.69% Increased
286
Nomura Asset Management
Nomura Asset Management
Japan
$13.9M +$5.86M 4 0.19% Increased
287
SAM
Sandell Asset Management
New York
$13.8M $0 2 3.42% Maintained
288
TAM
Tyers Asset Management
Texas
$13.7M +$3.47M 5 0.5% Increased
289
MFWM
Motley Fool Wealth Management
Virginia
$13.5M +$3.05M 1 1.23% Increased
290
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.3M +$11.4M 1 0.09% Increased
291
PineBridge Investments
PineBridge Investments
New York
$13.2M +$14M 3 0.34% Increased
292
MSA
Mason Street Advisors
Wisconsin
$13.2M +$283K 7 0.33% Increased
293
MCIM
Meadow Creek Investment Management
Georgia
$13.1M +$4.49M 6 0.31% Increased
294
RC
Reik & Co
New York
$13.1M +$7.28K 1 4.36% Increased
295
Braun Stacey Associates
Braun Stacey Associates
New York
$13M -$2.09M 1 0.84% Reduced
296
GA
Glenhill Advisors
New York
$12.9M -$57.3K 1 0.81% Reduced
297
Group One Trading
Group One Trading
Illinois
$12.7M +$7.62M 8 0.13% Increased
298
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$12.6M +$7.31M 3 0.15% Increased
299
SCM
Scopia Capital Management
New York
$12.5M +$12.7M 1 0.26% New
300
Suntrust Banks
Suntrust Banks
Georgia
$12.3M +$382K 4 0.08% Increased
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