← 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
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$19.5M +$746K 3 0.23% Increased
302
Guggenheim Capital
Guggenheim Capital
Illinois
$19.4M +$628K 9 0.18% Increased
303
DZ Bank
DZ Bank
Germany
$18.9M +$9.38M 4 0.03% Increased
304
ACB
Aristotle Capital Boston
Massachusetts
$18.7M -$2.07M 1 0.63% Reduced
305
TCM
Tekla Capital Management
Massachusetts
$18.7M -$4.66M 2 0.76% Reduced
306
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$18.7M +$102K 5 0.14% Increased
307
Andra AP-fonden
Andra AP-fonden
Sweden
$18.5M -$1.08M 3 0.6% Reduced
308
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18.4M +$9.71M 4 0.11% Increased
309
Candriam SCA
Candriam SCA
Luxembourg
$18.2M +$9.35M 5 0.13% Increased
310
Soleus Capital Management
Soleus Capital Management
Connecticut
$18.2M -$16.2M 2 2.48% Reduced
311
TPSF
Texas Permanent School Fund
Texas
$18.2M +$2M 12 0.29% Increased
312
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$18.1M -$3.28M 10 0.04% Reduced
313
Mutual of America Capital Management
Mutual of America Capital Management
New York
$18M +$3.39M 13 0.24% Increased
314
Dodge & Cox
Dodge & Cox
California
$17.9M $0 1 0.01% Maintained
315
First Eagle Investment Management
First Eagle Investment Management
New York
$17.9M -$489K 4 0.05% Reduced
316
EHI
Eagle Health Investments
Connecticut
$17.8M +$1.29M 1 4.09% Increased
317
TCW Group
TCW Group
California
$17.8M -$13.1M 2 0.26% Reduced
318
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.8M +$19.4M 2 1.12% New
319
ITP
Iron Triangle Partners
Connecticut
$17.7M -$2.8M 1 3.1% Reduced
320
Moore Capital Management
Moore Capital Management
New York
$17.6M +$5.04M 1 0.41% Increased
321
M&T Bank
M&T Bank
New York
$17M +$273K 7 0.08% Increased
322
Trillium Asset Management
Trillium Asset Management
Massachusetts
$17M -$4.74M 1 0.56% Reduced
323
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17M -$6.82M 5 0.13% Reduced
324
Fenimore Asset Management
Fenimore Asset Management
New York
$16.8M +$150K 1 0.48% Increased
325
MFWM
Motley Fool Wealth Management
Virginia
$16.8M -$1.5M 1 1.1% Reduced