← 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
Fenimore Asset Management
Fenimore Asset Management
New York
$13.2M +$4.34M 1 0.46% Increased
327
CIBC World Markets
CIBC World Markets
New York
$13.2M -$4.92M 4 0.11% Reduced
328
SGCIA
Smith Graham & Co Investment Advisors
Texas
$13.1M +$2.14M 1 1.24% Increased
329
Magnetar Financial
Magnetar Financial
Illinois
$13.1M +$4.02M 3 0.24% Increased
330
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$13M +$1.19M 6 0.18% Increased
331
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$13M -$278K 6 0.33% Reduced
332
ACPU
Arrowgrass Capital Partners (US)
Delaware
$13M +$11M 1 0.4% Increased
333
PAS
Professional Advisory Services
Florida
$12.8M -$315K 1 2.53% Reduced
334
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$12.8M +$119K 1 0.77% Increased
335
Group One Trading
Group One Trading
Illinois
$12.7M -$5.57M 4 0.1% Reduced
336
CCM
Copernicus Capital Management
California
$12.6M +$2.75M 1 11.86% Increased
337
CAM
Cormorant Asset Management
Massachusetts
$12.6M -$1.17M 1 0.82% Reduced
338
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$12.6M +$8.37M 4 0.06% Increased
339
Quantbot Technologies
Quantbot Technologies
New York
$12.6M +$8.62M 6 0.88% Increased
340
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$12.3M -$2.69M 6 0.33% Reduced
341
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$12.3M +$200K 9 0.07% Increased
342
BCMNY
Buckingham Capital Management (New York)
New York
$12.3M +$13.9M 1 1.26% New
343
CC
Cannell Capital
Wyoming
$12.3M +$527K 1 3.27% Increased
344
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$12M -$2.15M 1 0.5% Reduced
345
PCA
Prospect Capital Advisors
California
$11.9M +$995K 1 5.82% Increased
346
Jefferies Group
Jefferies Group
New York
$11.9M -$9.45M 7 0.08% Reduced
347
Nomura Holdings
Nomura Holdings
Japan
$11.9M -$4.4M 5 0.04% Reduced
348
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.9M +$7.53M 6 0.08% Increased
349
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$11.8M +$88.5K 5 0.1% Increased
350
DIA
Dean Investment Associates
Ohio
$11.8M +$8.52M 3 1.65% Increased