← 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
SC
Selz Capital
New York
$9.6M +$9.06M 1 2.73% New
327
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$9.48M +$9.44M 1 0.57% New
328
Fidelity International
Fidelity International
Bermuda
$9.37M +$9.69M 1 0.05% New
329
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$9.29M +$9.15M 4 0.11% New
330
NTC
North Tide Capital
Massachusetts
$9.2M +$8.72M 1 1.63% New
331
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$9.19M +$9.02M 4 0.37% New
332
WAM
World Asset Management
Michigan
$9.13M +$9.15M 6 0.21% New
333
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.11M +$9.22M 3 0.07% New
334
GHC
GETCO Holding Company
Illinois
$9.06M +$8.93M 1 1.53% New
335
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$8.84M +$8.97M 4 0.25% New
336
Martingale Asset Management
Martingale Asset Management
Massachusetts
$8.69M +$8.6M 4 0.32% New
337
GGI
Godsey & Gibb Inc
Virginia
$8.68M +$8.63M 1 2.01% New
338
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$8.63M +$8.14M 1 0.15% New
339
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$8.6M +$8.7M 4 0.19% New
340
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$8.56M +$8.73M 1 0.88% New
341
HTI
Hikari Tsushin Inc
Japan
$8.55M +$8.84M 1 1.95% New
342
LBG
Lloyds Banking Group
United Kingdom
$8.53M +$8.61M 2 0.09% New
343
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$8.47M +$8.3M 4 0.24% New
344
TSU
TD Securities (USA)
New York
$8.45M +$8.54M 2 0.17% New
345
ICOM
Investment Counselors of Maryland
Maryland
$8.4M +$8.24M 1 0.37% New
346
Highbridge Capital Management
Highbridge Capital Management
New York
$8.35M +$8.5M 3 0.08% New
347
Alyeska Investment Group
Alyeska Investment Group
Illinois
$8.27M +$8.7M 1 0.41% New
348
HCM
Herndon Capital Management
Georgia
$8.18M +$7.72M 1 0.12% New
349
Rockefeller Financial Services
Rockefeller Financial Services
New York
$8.17M +$8.59M 2 0.2% New
350
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$7.99M +$7.95M 1 0.1% New
12 13
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