← 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
WMC
Westwood Management Corporation
Illinois
$15.3M +$14.7M 1 2.2% New
277
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$15.3M $0 4 0.06% Maintained
278
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$15M +$2.31M 7 0.31% Increased
279
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$14.8M -$1.84M 2 0.01% Reduced
280
JCM
JS Capital Management
New York
$14.7M -$424K 1 5.35% Reduced
281
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$14.6M -$499K 5 0.12% Reduced
282
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$14.5M -$1.08M 5 0.11% Reduced
283
TC
Tavio Capital
New York
$14.1M +$341K 1 6.65% Increased
284
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$14M -$24.9M 4 0.08% Reduced
285
GCP
GSA Capital Partners
United Kingdom
$13.9M +$6.73M 7 0.74% Increased
286
MSR
Main Street Research
Connecticut
$13.8M +$10.3M 1 2.19% Increased
287
AC
Ascend Capital
California
$13.8M +$11M 1 0.56% Increased
288
RMCP
Red Mountain Capital Partners
California
$13.7M $0 1 7.04% Maintained
289
LA
Linden Advisors
New York
$13.6M +$11.9M 1 0.32% New
290
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$13.6M -$189K 3 0.81% Reduced
291
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.5M +$9.21M 6 0.05% Increased
292
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$13.4M +$1.43M 7 0.08% Increased
293
PCA
Prospect Capital Advisors
California
$13.4M +$2.95M 1 7.59% Increased
294
Hancock Whitney
Hancock Whitney
Mississippi
$13.3M -$980K 1 0.6% Reduced
295
FPC
Falcon Point Capital
California
$13.3M -$2.26M 2 2.67% Reduced
296
Azimuth Capital Management
Azimuth Capital Management
Michigan
$13.3M -$271K 3 0.97% Reduced
297
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$13.3M +$15.1M 3 0.53% Increased
298
CC
Cipher Capital
New York
$13.2M -$444K 3 1.6% Reduced
299
OA
Oak Associates
Ohio
$13.2M -$602K 2 0.92% Reduced
300
CAM
ClariVest Asset Management
California
$13.1M +$3.83M 4 0.23% Increased
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