← 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
HTI
Hikari Tsushin Inc
Japan
$9.89M $0 1 2.32% Maintained
302
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$9.64M +$1.02M 3 0.22% Increased
303
WCM Investment Management
WCM Investment Management
California
$9.57M -$69.5K 1 0.15% Reduced
304
Bahl & Gaynor
Bahl & Gaynor
Ohio
$9.55M -$108K 1 0.13% Reduced
305
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$9.53M +$178K 2 0.11% Increased
306
PAIM
Punch & Associates Investment Management
Minnesota
$9.52M -$31.4K 1 1.15% Reduced
307
MSR
Main Street Research
Connecticut
$9.43M -$32.5K 1 2.43% Reduced
308
WRBC
W.R. Berkley Corp
Connecticut
$9.38M +$7.45M 1 1.64% Increased
309
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$9.32M +$12K 4 0.16% Increased
310
CCA
Canyon Capital Advisors
Texas
$9.31M -$2.2M 1 0.37% Reduced
311
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$9.29M +$519K 5 0.11% Increased
312
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.18M +$1.17M 2 0.07% Increased
313
MSA
Mason Street Advisors
Wisconsin
$9.15M +$260K 6 0.28% Increased
314
M&T Bank
M&T Bank
New York
$9M +$376K 5 0.06% Increased
315
SGA
Sector Gamma AS
Norway
$8.94M -$4.21M 1 1.84% Reduced
316
Nomura Asset Management
Nomura Asset Management
Japan
$8.9M +$1.47M 3 0.17% Increased
317
DVM
Dreman Value Management
Florida
$8.78M +$8.08M 2 1% Increased
318
Azimuth Capital Management
Azimuth Capital Management
Michigan
$8.78M $0 2 0.84% Maintained
319
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$8.75M -$840K 3 0.03% Reduced
320
1WCM
12 West Capital Management
New York
$8.7M +$8.13M 1 1.21% New
321
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$8.66M +$6.67M 2 0.18% Increased
322
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$8.62M +$4.56M 3 0.31% Increased
323
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.54M -$352K 2 0.01% Reduced
324
Royal London Asset Management
Royal London Asset Management
United Kingdom
$8.49M -$3.68M 2 0.21% Reduced
325
Creative Planning
Creative Planning
Kansas
$8.46M +$43.9K 7 0.07% Increased