← 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
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.28M -$1.14M 5 0.15% Reduced
327
Walleye Trading
Walleye Trading
New York
$9.21M +$5.94M 5 0.09% Increased
328
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$9.14M +$51.4K 1 0.51% Increased
329
OrbiMed
OrbiMed
New York
$9.06M +$763K 1 0.13% Increased
330
GGI
Godsey & Gibb Inc
Virginia
$9.06M +$754K 1 1.84% Increased
331
TSU
TD Securities (USA)
New York
$8.96M +$249K 2 0.15% Increased
332
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$8.89M +$2.42M 6 0.24% Increased
333
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$8.89M -$24.6M 1 0.04% Reduced
334
ICOM
Investment Counselors of Maryland
Maryland
$8.83M -$246K 1 0.36% Reduced
335
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$8.81M +$8.54M 3 0.18% New
336
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$8.72M +$34.2K 4 0.18% Increased
337
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$8.71M +$1.37M 4 0.23% Increased
338
GCG
Giovine Capital Group
California
$8.59M +$605K 1 3.73% Increased
339
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$8.56M +$275K 1 0.09% Increased
340
Rockefeller Financial Services
Rockefeller Financial Services
New York
$8.53M +$4.71K 2 0.18% Increased
341
LPL Financial
LPL Financial
California
$8.5M +$2.72M 7 0.05% Increased
342
KBC Group
KBC Group
Belgium
$8.46M -$4.09M 4 0.13% Reduced
343
SCCM
Schafer Cullen Capital Management
New York
$8.46M +$571K 1 0.08% Increased
344
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$8.36M +$631K 5 0.29% Increased
345
Azimuth Capital Management
Azimuth Capital Management
Michigan
$8.27M +$937K 2 0.99% Increased
346
Tocqueville Asset Management
Tocqueville Asset Management
New York
$8.16M +$705K 3 0.11% Increased
347
Capital Guardian Trust
Capital Guardian Trust
California
$8.15M -$64.8K 3 0.05% Reduced
348
1919 Investment Counsel
1919 Investment Counsel
Maryland
$8.14M +$1.79M 4 0.17% Increased
349
TC
TFS Capital
Pennsylvania
$8.11M +$6.49M 2 0.38% Increased
350
CC
Colrain Capital
Massachusetts
$8.11M +$321K 1 0.56% Increased