← 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
STCG
Speece Thorson Capital Group
Minnesota
$19.5M -$24.7K 1 4.08% Reduced
302
GEH
General Equity Holdings
New York
$19.3M -$1.24M 1 15.19% Reduced
303
Cullen Capital Management
Cullen Capital Management
New York
$19.2M +$3.64M 1 0.19% Increased
304
Azimuth Capital Management
Azimuth Capital Management
Michigan
$19M -$1.1M 3 0.82% Reduced
305
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$18.9M -$1.86M 4 0.17% Reduced
306
LPL Financial
LPL Financial
California
$18.8M -$152K 9 0.02% Reduced
307
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$18.8M -$1.12M 9 0.07% Reduced
308
PR
Payden & Rygel
California
$18.7M $0 1 0.97% Maintained
309
TC
TwinBeech Capital
New York
$18.7M +$16.9M 9 1.32% Increased
310
Engineers Gate Manager
Engineers Gate Manager
New York
$18.7M +$14.4M 11 1.07% Increased
311
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$18.6M -$592K 4 0.11% Reduced
312
FCI
Financial Counselors Inc
Kansas
$18.6M +$537K 4 0.4% Increased
313
Braun Stacey Associates
Braun Stacey Associates
New York
$18.4M -$122K 1 0.74% Reduced
314
DA
Duality Advisers
Florida
$18.4M +$19.3M 4 1.41% Increased
315
USS Investment Management
USS Investment Management
United Kingdom
$18.3M +$11M 4 0.15% Increased
316
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$18.1M -$411K 7 0.04% Reduced
317
Moore Capital Management
Moore Capital Management
New York
$18.1M +$16.2M 1 0.28% New
318
Guggenheim Capital
Guggenheim Capital
Illinois
$18.1M +$330K 7 0.11% Increased
319
PineBridge Investments
PineBridge Investments
New York
$17.5M -$8.89M 2 0.21% Reduced
320
Swiss Life Asset Management
Swiss Life Asset Management
$17.3M +$3.56M 3 0.24% Increased
321
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$17.3M -$1.53M 5 0.02% Reduced
322
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$17.3M -$11.2M 3 0.37% Reduced
323
CIBC World Markets
CIBC World Markets
New York
$17.2M +$7.68M 4 0.12% Increased
324
Bahl & Gaynor
Bahl & Gaynor
Ohio
$17.1M +$263K 3 0.1% Increased
325
Palisade Capital Management
Palisade Capital Management
New Jersey
$17M +$6.57M 1 0.37% Increased
11 12
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