← 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$15.2M -$12.3M 4 0.2% Reduced
277
SAM
Sectoral Asset Management
Quebec, Canada
$15.2M -$3.73M 1 2.27% Reduced
278
Armistice Capital
Armistice Capital
New York
$14.9M +$6.09M 1 0.86% Increased
279
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$14.6M -$10.9K 5 0.12% Reduced
280
Azimuth Capital Management
Azimuth Capital Management
Michigan
$14.5M -$491K 3 0.88% Reduced
281
Scout Investments
Scout Investments
Missouri
$14.4M +$13.5M 1 0.28% New
282
CC
Cipher Capital
New York
$14.4M +$4.27M 4 1.02% Increased
283
IP
Interval Partners
New York
$14.3M +$5.66M 1 0.51% Increased
284
JGC
J. Goldman & Co
New York
$14.3M -$102K 1 1.02% Reduced
285
TNA
True North Advisors
Texas
$14.3M +$13.3M 1 4.02% New
286
NCGI
Next Century Growth Investors
Minnesota
$14.2M +$563K 1 1.84% Increased
287
Engineers Gate Manager
Engineers Gate Manager
New York
$14.1M +$7.37M 7 0.62% Increased
288
Martingale Asset Management
Martingale Asset Management
Massachusetts
$14.1M -$95K 3 0.14% Reduced
289
STCG
Speece Thorson Capital Group
Minnesota
$14.1M -$2.64M 1 3.64% Reduced
290
Trillium Asset Management
Trillium Asset Management
Massachusetts
$13.9M +$111K 2 0.62% Increased
291
MFWM
Motley Fool Wealth Management
Virginia
$13.9M -$12.9M 1 0.83% Reduced
292
AustralianSuper
AustralianSuper
Australia
$13.9M +$7.49M 2 0.12% Increased
293
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$13.8M -$625K 4 0.21% Reduced
294
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$13.7M +$322K 7 0.23% Increased
295
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$13.7M +$2.52M 2 0.6% Increased
296
Panagora Asset Management
Panagora Asset Management
Massachusetts
$13.7M -$20.1M 10 0.06% Reduced
297
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$13.5M -$4.14M 6 0.29% Reduced
298
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$13.2M +$86.7K 12 0.21% Increased
299
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$13.1M +$10.2M 4 0.1% Increased
300
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$13.1M -$978K 2 0.43% Reduced
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