← 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
301
Rockefeller Financial Services
Rockefeller Financial Services
New York
$8.98M +$228K 2 0.2% Increased
302
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$8.91M -$509 1 1.4% Reduced
303
HHC
Hutchin Hill Capital
New York
$8.91M +$4.7M 3 0.34% Increased
304
Capstone Investment Advisors
Capstone Investment Advisors
New York
$8.89M +$6.14M 1 0.1% Increased
305
Mutual of America Capital Management
Mutual of America Capital Management
New York
$8.85M -$512K 6 0.21% Reduced
306
FDCC
Foster Dykema Cabot & Co
Massachusetts
$8.82M +$49.9K 1 2.14% Increased
307
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.75M -$69.7K 5 0.13% Reduced
308
IRF
IBM Retirement Fund
New York
$8.72M -$994K 4 0.17% Reduced
309
PAIM
Punch & Associates Investment Management
Minnesota
$8.68M +$35.6K 1 1.21% Increased
310
CIC
Cornercap Investment Counsel
Georgia
$8.61M -$127K 1 1.58% Reduced
311
CCM
Cadence Capital Management
Massachusetts
$8.56M +$1.29M 1 0.45% Increased
312
DVM
Dreman Value Management
Florida
$8.51M +$67.5K 1 0.69% Increased
313
SGCA
Steel Grove Capital Advisors
Tennessee
$8.4M +$388K 2 1.97% Increased
314
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$8.36M -$406K 5 0.17% Reduced
315
AT
Acadia Trust
Maine
$8.27M +$155K 1 3% Increased
316
Azimuth Capital Management
Azimuth Capital Management
Michigan
$8.25M -$156K 2 0.9% Reduced
317
PGCM
Prescott Group Capital Management
Oklahoma
$8.17M +$719K 1 1.61% Increased
318
Glenmede Trust
Glenmede Trust
Pennsylvania
$8.16M -$1.66M 7 0.07% Reduced
319
FCI
Financial Counselors Inc
Kansas
$8.11M -$2.78M 1 0.57% Reduced
320
CCMH
Cornerstone Capital Management Holdings
New York
$8.07M -$53.2M 2 0.09% Reduced
321
CCM
Catapult Capital Management
New York
$8.04M -$732K 1 0.86% Reduced
322
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$8.04M -$416K 1 1.22% Reduced
323
1832 Asset Management
1832 Asset Management
Ontario, Canada
$7.88M -$3.67M 1 0.03% Reduced
324
CC
Coastland Capital
California
$7.87M -$900K 1 0.27% Reduced
325
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$7.81M -$433K 4 0.17% Reduced