← 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
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$17.3M +$603K 4 0.51% Increased
302
ITP
Iron Triangle Partners
Connecticut
$17.2M +$38.1K 1 2.45% Increased
303
US Bancorp
US Bancorp
Minnesota
$17.2M -$1.04M 14 0.02% Reduced
304
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.2M -$874K 9 0.09% Reduced
305
Quantbot Technologies
Quantbot Technologies
New York
$16.8M -$13.6M 12 0.46% Reduced
306
Moran Wealth Management
Moran Wealth Management
Florida
$16.8M -$6.19M 2 0.51% Reduced
307
Guggenheim Capital
Guggenheim Capital
Illinois
$16.8M +$6.53M 8 0.12% Increased
308
ICM
Invenomic Capital Management
Massachusetts
$16.7M +$21.5M 2 0.81% New
309
DZ Bank
DZ Bank
Germany
$16.6M +$3.19M 5 0.01% Increased
310
Fisher Asset Management
Fisher Asset Management
Washington
$16.6M +$3.83M 1 0.01% Increased
311
HAIM
Hunter Associates Investment Management
Pennsylvania
$16.6M +$2.67M 2 2.31% Increased
312
Swiss Life Asset Management
Swiss Life Asset Management
$16.5M +$235K 5 0.09% Increased
313
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$16.4M -$6.95M 4 0.07% Reduced
314
FVCM
F&V Capital Management
Florida
$16.3M +$7.23M 1 3.67% Increased
315
Amalgamated Bank
Amalgamated Bank
New York
$16.3M -$720K 16 0.12% Reduced
316
NAM
NorthCrest Asset Manangement
Minnesota
$16.2M +$109K 2 0.39% Increased
317
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$16.1M -$633K 7 0.34% Reduced
318
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$16.1M -$2.27M 8 0.02% Reduced
319
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$16.1M +$843K 7 0.09% Increased
320
RC
Rovin Capital
Arizona
$16M $0 1 4.44% Maintained
321
Osaic Holdings
Osaic Holdings
Arizona
$16M +$2.13M 20 0.02% Increased
322
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$15.9M +$1.65M 10 0.16% Increased
323
Resona Asset Management
Resona Asset Management
Japan
$15.7M -$3.81M 4 0.07% Reduced
324
Czech National Bank
Czech National Bank
Czech Republic
$15.7M +$366K 4 0.11% Increased
325
C WorldWide Group
C WorldWide Group
Denmark
$15.6M -$28.1K 1 0.24% Reduced