← 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
SCM
Stonepine Capital Management
Oregon
$14.3M +$891K 1 8.59% Increased
277
Baird Financial Group
Baird Financial Group
Wisconsin
$14.2M +$460K 5 0.1% Increased
278
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$13.9M -$631K 5 0.11% Reduced
279
Hancock Whitney
Hancock Whitney
Mississippi
$13.9M -$814K 2 0.58% Reduced
280
CC
Cipher Capital
New York
$13.9M -$4.53M 2 1.1% Reduced
281
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$13.9M +$3.27M 10 0.12% Increased
282
PP
Paloma Partners
Connecticut
$13.6M -$1.38M 7 0.18% Reduced
283
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$13.6M -$143K 3 0.79% Reduced
284
GA
Glenhill Advisors
New York
$13.6M +$2.64M 1 1% Increased
285
HCM
Huber Capital Management
California
$13.5M -$20.3M 2 0.73% Reduced
286
Mutual of America Capital Management
Mutual of America Capital Management
New York
$13.4M +$497K 7 0.2% Increased
287
IECM
Intrinsic Edge Capital Management
Illinois
$13.3M +$13.7M 1 2.31% New
288
RC
Reik & Co
New York
$13.3M -$358K 1 4.25% Reduced
289
WEO
William E. Oberndorf
$13.3M $0 1 10.81% Maintained
290
AIM
Assured Investment Management
New York
$13.2M +$475K 2 0.27% Increased
291
SCM
Symons Capital Management
Pennsylvania
$13.2M -$1.66M 1 3.76% Reduced
292
FHAM
Folger Hill Asset Management
New York
$12.7M -$1.88M 1 1.29% Reduced
293
Artemis Investment Management
Artemis Investment Management
United Kingdom
$12.7M +$3.6M 1 0.21% Increased
294
KIC
Keating Investment Counselors
Florida
$12.6M -$80.4K 2 5.34% Reduced
295
Andra AP-fonden
Andra AP-fonden
Sweden
$12.5M -$1.34M 3 0.28% Reduced
296
Axa
Axa
France
$12.4M -$27.9M 3 0.05% Reduced
297
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$12.4M +$429K 2 0.03% Increased
298
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$12.4M +$286K 6 0.29% Increased
299
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$12.3M +$514K 4 0.09% Increased
300
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$12.2M +$5.72K 3 0.16% Increased
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