← 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
Mutual of America Capital Management
Mutual of America Capital Management
New York
$12.8M -$674K 9 0.17% Reduced
327
Fenimore Asset Management
Fenimore Asset Management
New York
$12.7M -$5.6M 1 0.41% Reduced
328
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$12.5M -$16.5K 10 0.07% Reduced
329
SAM
Sectoral Asset Management
Quebec, Canada
$12.4M -$1M 1 1.07% Reduced
330
HAIM
Hunter Associates Investment Management
Pennsylvania
$12.3M -$584K 3 3.41% Reduced
331
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$12.1M -$1.48M 5 0.03% Reduced
332
H
Hexavest
Quebec, Canada
$12.1M -$1.99M 2 0.33% Reduced
333
ORI
Oak Ridge Investments
Illinois
$12.1M -$668K 1 0.94% Reduced
334
Utah Retirement Systems
Utah Retirement Systems
Utah
$12.1M -$3.19K 5 0.2% Reduced
335
HCMNY
Howard Capital Management (New York)
New York
$11.5M +$249K 1 1.45% Increased
336
FC
Fairpointe Capital
Illinois
$11.4M +$12.1M 1 1.83% Increased
337
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$11.3M -$71.6K 5 0.04% Reduced
338
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$11.3M -$17.8M 4 0.06% Reduced
339
Trillium Asset Management
Trillium Asset Management
Massachusetts
$11.2M -$1.11M 2 0.47% Reduced
340
Nomura Asset Management
Nomura Asset Management
Japan
$11.1M -$4.75M 4 0.09% Reduced
341
Hantz Financial Services
Hantz Financial Services
Michigan
$11M +$345K 2 0.56% Increased
342
Pacer Advisors
Pacer Advisors
Pennsylvania
$10.9M -$1.01M 8 0.23% Reduced
343
PP
Paloma Partners
Connecticut
$10.9M +$3.06M 9 0.28% Increased
344
SCM
Steadfast Capital Management
New York
$10.9M +$1.46M 1 0.12% Increased
345
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.8M +$6.76M 3 0.07% Increased
346
CM
Capital Management
Virginia
$10.8M -$718K 1 3.39% Reduced
347
LPL Financial
LPL Financial
California
$10.8M +$114K 8 0.02% Increased
348
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$10.7M -$2.42M 1 0.13% Reduced
349
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$10.5M -$6.1M 6 0.01% Reduced
350
Bahl & Gaynor
Bahl & Gaynor
Ohio
$10.5M -$368K 1 0.07% Reduced