← 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
326
HWM
HFR Wealth Management
New York
$11.7M +$225K 1 2.85% Increased
327
GW&K Investment Management
GW&K Investment Management
Massachusetts
$11.6M +$397K 6 0.09% Increased
328
Simplex Trading
Simplex Trading
Illinois
$11.5M +$3.92M 12 0.01% Increased
329
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.3M -$1.4M 6 0.05% Reduced
330
Stephens Inc
Stephens Inc
Arkansas
$11.3M +$1.39M 3 0.13% Increased
331
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$11.1M -$8.42M 7 0.22% Reduced
332
Pathstone Holdings
Pathstone Holdings
New Jersey
$11M +$131K 8 0.03% Increased
333
Engineers Gate Manager
Engineers Gate Manager
New York
$11M -$27.6M 9 0.14% Reduced
334
RSCM
Rock Springs Capital Management
Maryland
$10.9M +$5.32M 1 0.53% Increased
335
GF
Goodman Financial
Texas
$10.9M +$258K 1 1.68% Increased
336
HighTower Advisors
HighTower Advisors
Illinois
$10.8M +$170K 8 0.01% Increased
337
Ethic Inc
Ethic Inc
New York
$10.8M +$1.14M 5 0.13% Increased
338
Amalgamated Bank
Amalgamated Bank
New York
$10.7M -$1.23M 6 0.07% Reduced
339
BL
BFSG LLC
California
$10.7M +$20.7K 3 0.95% Increased
340
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$10.7M -$5.31M 3 0.28% Reduced
341
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$10.6M -$639K 8 0.03% Reduced
342
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$10.6M +$44.6K 1 0.36% Increased
343
Palisade Capital Management
Palisade Capital Management
New Jersey
$10.6M -$12.8M 1 0.46% Reduced
344
QAM
QSM Asset Management
United Kingdom
$10.3M +$977K 1 5.32% Increased
345
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$10.2M +$2.16M 9 0.01% Increased
346
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$10.1M +$593K 2 0.21% Increased
347
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$10.1M -$1.41M 1 0.05% Reduced
348
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$10.1M +$3.86M 3 0.28% Increased
349
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$10.1M -$19.7M 1 0.01% Reduced
350
Czech National Bank
Czech National Bank
Czech Republic
$10.1M -$1.71M 2 0.06% Reduced