← 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$20.9M +$616K 7 0.04% Increased
302
Oberweis Asset Management
Oberweis Asset Management
Illinois
$20.7M +$1.48M 2 1.03% Increased
303
AGF Management
AGF Management
Ontario, Canada
$20.6M +$7.85M 4 0.11% Increased
304
Mercer Global Advisors
Mercer Global Advisors
Colorado
$20.5M +$10.7M 6 0.05% Increased
305
UniSuper Management
UniSuper Management
Australia
$20.2M +$396K 4 0.15% Increased
306
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$20.2M -$109M 2 0.83% Reduced
307
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$20.1M +$1.49M 10 0.04% Increased
308
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$19.8M -$39.8K 5 0.11% Reduced
309
Amalgamated Bank
Amalgamated Bank
New York
$19.7M -$255K 18 0.17% Reduced
310
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$19.7M -$95.5K 1 0.27% Reduced
311
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$19.7M -$5.3M 3 0.15% Reduced
312
LCM
Landscape Capital Management
New Jersey
$19.7M +$5.54M 5 1.75% Increased
313
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$19.6M -$2.98M 7 0.05% Reduced
314
Creative Planning
Creative Planning
Kansas
$19.2M +$64K 14 0.02% Increased
315
RB
Rodgers Brothers
Pennsylvania
$19.1M -$3.11M 3 2.55% Reduced
316
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$19M -$4.46M 4 0.05% Reduced
317
Första AP-fonden
Första AP-fonden
Sweden
$18.9M -$178K 3 0.14% Reduced
318
Congress Wealth Management
Congress Wealth Management
Massachusetts
$18.8M +$4.67M 3 0.23% Increased
319
Nomura Asset Management
Nomura Asset Management
Japan
$18.8M -$1.28M 8 0.06% Reduced
320
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$18.6M -$2.74M 4 1.49% Reduced
321
RC
Rovin Capital
Arizona
$18.4M +$18.9M 1 5.94% New
322
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$18.1M -$1.58M 1 0.09% Reduced
323
Ossiam
Ossiam
France
$18.1M +$16.3M 5 0.25% Increased
324
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.1M +$1.34M 10 0.11% Increased
325
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$17.9M +$45.5K 11 0.2% Increased