← 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
Kennedy Capital Management
Kennedy Capital Management
Missouri
$17M +$1.43M 3 0.38% Increased
327
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$17M +$3.84M 2 1.97% Increased
328
NPIC
Neumeier Poma Investment Counsel
California
$16.8M +$21.4M 1 1% New
329
RCW
Rheos Capital Works
Japan
$16.6M +$10.2M 1 0.86% Increased
330
NIG
NFJ Investment Group
Texas
$16.2M -$15.3M 1 0.32% Reduced
331
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$16M -$6.68M 8 0.29% Reduced
332
EHI
Eagle Health Investments
Connecticut
$16M +$2.63M 1 5.07% Increased
333
KCM
Khrom Capital Management
Florida
$15.9M +$8.79M 3 13.23% Increased
334
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$15.9M -$1.2M 3 0.16% Reduced
335
Mutual of America Capital Management
Mutual of America Capital Management
New York
$15.9M -$1.06M 9 0.16% Reduced
336
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.9M +$471K 11 0.04% Increased
337
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$15.8M +$181K 2 0.45% Increased
338
M&T Bank
M&T Bank
New York
$15.7M -$736K 7 0.07% Reduced
339
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$15.6M -$292K 1 0.95% Reduced
340
Första AP-fonden
Första AP-fonden
Sweden
$15.6M -$1.52M 4 0.18% Reduced
341
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$15.6M +$1.21M 3 0.1% Increased
342
TPSF
Texas Permanent School Fund
Texas
$15.5M -$881K 8 0.19% Reduced
343
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$15.5M -$17.2M 16 0.22% Reduced
344
ORI
Oak Ridge Investments
Illinois
$15.3M -$345K 1 1.35% Reduced
345
OAM
Ophir Asset Management
Australia
$15.1M +$15.7M 1 2.09% New
346
PAI
Pittenger & Anderson Inc
Nebraska
$15.1M +$165K 3 0.76% Increased
347
Royce & Associates
Royce & Associates
New York
$15M -$9.37M 1 0.11% Reduced
348
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$14.9M $0 5 0.24% Maintained
349
Fisher Asset Management
Fisher Asset Management
Washington
$14.7M +$3.07M 1 0.01% Increased
350
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$14.7M -$1.05M 1 0.88% Reduced