← 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
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$10.7M +$1.26M 5 0.06% Increased
302
Armistice Capital
Armistice Capital
New York
$10.7M -$356K 1 0.66% Reduced
303
HAIM
Hunter Associates Investment Management
Pennsylvania
$10.4M -$432K 3 4.03% Reduced
304
TIA
Tandem Investment Advisors
South Carolina
$10.3M -$917K 1 1.53% Reduced
305
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.3M +$1.43M 4 0.03% Increased
306
M&T Bank
M&T Bank
New York
$10.3M -$868K 6 0.06% Reduced
307
Brinker Capital
Brinker Capital
Pennsylvania
$10.3M -$552K 4 0.41% Reduced
308
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$10.2M +$10.6M 1 0.27% New
309
Utah Retirement Systems
Utah Retirement Systems
Utah
$10.2M -$39.3K 5 0.22% Reduced
310
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$10.2M -$21.7M 3 0.24% Reduced
311
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.2M -$3.78M 4 0.18% Reduced
312
1M
13D Management
New York
$10M +$886K 1 4.87% Increased
313
Hantz Financial Services
Hantz Financial Services
Michigan
$9.94M +$12.1M 2 0.69% New
314
SI
Sensato Investors
California
$9.84M +$10.1M 1 8.06% Increased
315
Sit Investment Associates
Sit Investment Associates
Minnesota
$9.8M +$907K 1 0.37% Increased
316
SGCIA
Smith Graham & Co Investment Advisors
Texas
$9.78M -$23.8K 1 1.53% Reduced
317
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$9.77M +$1M 6 0.07% Increased
318
Amalgamated Bank
Amalgamated Bank
New York
$9.55M -$725K 7 0.23% Reduced
319
Voloridge Investment Management
Voloridge Investment Management
Florida
$9.48M -$25.1M 5 0.27% Reduced
320
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$9.4M -$10.2M 4 0.04% Reduced
321
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$9.38M +$9.43M 2 1.08% Increased
322
NHAS
Novo Holdings A/S
Denmark
$9.32M -$1.51M 1 0.62% Reduced
323
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$9.27M +$165K 9 0.06% Increased
324
Bahl & Gaynor
Bahl & Gaynor
Ohio
$9.26M -$939K 1 0.08% Reduced
325
Kennedy Capital Management
Kennedy Capital Management
Missouri
$9.24M +$6.64M 3 0.34% Increased