← 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
FCI
Financial Counselors Inc
Kansas
$12.2M +$2.77M 3 0.56% Increased
302
DG
Delek Group
Israel
$12.1M +$11.4M 1 0.65% New
303
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$12.1M -$1.31M 3 0.15% Reduced
304
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$12M +$213K 1 0.76% Increased
305
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$12M +$10.2M 1 0.26% New
306
Azimuth Capital Management
Azimuth Capital Management
Michigan
$11.8M -$204K 3 0.85% Reduced
307
PAS
Professional Advisory Services
Florida
$11.7M -$3.2M 1 2.47% Reduced
308
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$11.7M -$39.1K 6 0.07% Reduced
309
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$11.5M +$1.84M 3 0.17% Increased
310
ACB
Aristotle Capital Boston
Massachusetts
$11.5M +$2.79M 1 0.83% Increased
311
PGCM
Prescott Group Capital Management
Oklahoma
$11.3M $0 2 2.35% Maintained
312
NA
Neuburgh Advisers
California
$11.3M +$2.14M 3 0.4% Increased
313
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$11.3M +$1.99M 1 0.17% Increased
314
SIM
Spark Investment Management
New York
$11.3M +$910K 4 0.6% Increased
315
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$11.3M -$19.8M 10 0.15% Reduced
316
PTC
Philadelphia Trust Company
Pennsylvania
$11.2M +$128K 2 0.88% Increased
317
Fenimore Asset Management
Fenimore Asset Management
New York
$11.1M +$1.63M 1 0.42% Increased
318
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$11.1M +$396K 9 0.07% Increased
319
Nomura Holdings
Nomura Holdings
Japan
$11M +$54.9K 6 0.02% Increased
320
Tocqueville Asset Management
Tocqueville Asset Management
New York
$11M -$205K 3 0.12% Reduced
321
Bessemer Group
Bessemer Group
New Jersey
$10.9M -$31.2M 8 0.04% Reduced
322
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$10.6M +$12.5M 1 0.11% New
323
JCM
JS Capital Management
New York
$10.6M +$1.54M 1 5.1% Increased
324
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$10.6M +$1.12M 6 0.12% Increased
325
MSA
Mason Street Advisors
Wisconsin
$10.5M -$68.6K 7 0.24% Reduced