← 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
Yousif Capital Management
Yousif Capital Management
Michigan
$18.8M +$18.2M 9 0.19% New
327
Candriam SCA
Candriam SCA
Luxembourg
$18.7M +$9.26M 3 0.12% Increased
328
PWAM
Park West Asset Management
California
$18.5M +$17.5M 1 0.37% New
329
AP
AlpInvest Partners
Netherlands
$18.4M $0 1 6.79% Maintained
330
USS Investment Management
USS Investment Management
United Kingdom
$18.3M $0 4 0.14% Maintained
331
Becker Capital Management
Becker Capital Management
Oregon
$18M +$11.1M 1 0.71% Increased
332
Azimuth Capital Management
Azimuth Capital Management
Michigan
$18M -$859K 3 0.72% Reduced
333
Guggenheim Capital
Guggenheim Capital
Illinois
$17.9M -$149K 8 0.09% Reduced
334
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$17.9M +$2.16M 2 0.19% Increased
335
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$17.6M -$2.45M 4 0.16% Reduced
336
EHI
Eagle Health Investments
Connecticut
$17.5M +$1.86M 1 4.27% Increased
337
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$17.4M +$681K 10 0.04% Increased
338
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$17.1M -$18.7M 3 0.32% Reduced
339
SGCIA
Smith Graham & Co Investment Advisors
Texas
$16.9M -$2M 1 1.68% Reduced
340
Bahl & Gaynor
Bahl & Gaynor
Ohio
$16.3M -$436K 3 0.09% Reduced
341
HAM
Harber Asset Management
North Carolina
$16.3M +$10.1M 1 3.58% Increased
342
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16M +$3.66M 5 0.1% Increased
343
TC
TwinBeech Capital
New York
$15.9M -$2.5M 6 0.91% Reduced
344
LCG
Lisanti Capital Growth
New York
$15.9M +$9.61M 1 2.3% Increased
345
Fisher Asset Management
Fisher Asset Management
Washington
$15.8M +$1.3M 1 0.01% Increased
346
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$15.7M -$3.03M 3 0.14% Reduced
347
Mutual of America Capital Management
Mutual of America Capital Management
New York
$15.6M -$428K 9 0.16% Reduced
348
PAI
Pittenger & Anderson Inc
Nebraska
$15.4M +$534K 3 0.71% Increased
349
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$15.4M -$451K 15 0.21% Reduced
350
Panagora Asset Management
Panagora Asset Management
Massachusetts
$15.3M -$33.8M 8 0.08% Reduced