← 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
Integral Health Asset Management
Integral Health Asset Management
New York
$17.6M +$1M 2 3.69% Increased
327
HAM
Harber Asset Management
North Carolina
$17.6M +$1.91M 1 4.87% Increased
328
SP
Solel Partners
Massachusetts
$17.4M -$2.61M 1 3.9% Reduced
329
GS
Gagnon Securities
New York
$17M -$621K 1 3.75% Reduced
330
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$16.9M +$5.53M 3 0.44% Increased
331
Braun Stacey Associates
Braun Stacey Associates
New York
$16.8M -$3.03M 1 0.96% Reduced
332
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$16.6M +$12.8M 4 0.28% Increased
333
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$16.5M +$38.2K 4 0.37% Increased
334
Jump Financial
Jump Financial
Illinois
$16.5M +$1.96M 10 0.87% Increased
335
Nomura Asset Management
Nomura Asset Management
Japan
$16.4M +$3.3M 8 0.1% Increased
336
ACM
Archon Capital Management
Washington
$16.4M -$1.47M 1 4.76% Reduced
337
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$16.2M -$12.7M 1 0.37% Reduced
338
CIBC World Market
CIBC World Market
Ontario, Canada
$16.2M +$4.41M 4 0.06% Increased
339
Creative Planning
Creative Planning
Kansas
$16.1M +$4.46M 9 0.02% Increased
340
Tiger Global Management
Tiger Global Management
New York
$16.1M $0 1 0.2% Maintained
341
HA
Heartland Advisors
Wisconsin
$16M -$545K 2 1.02% Reduced
342
NHAS
Novo Holdings A/S
Denmark
$15.9M +$513K 1 1% Increased
343
Putnam Investments
Putnam Investments
Massachusetts
$15.9M +$231K 5 0.03% Increased
344
ACB
Aristotle Capital Boston
Massachusetts
$15.9M +$2.23M 1 0.5% Increased
345
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$15.8M +$3.55M 7 0.03% Increased
346
MFWM
Motley Fool Wealth Management
Virginia
$15.5M -$548K 1 1.08% Reduced
347
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15.5M -$3.5M 5 0.14% Reduced
348
Fenimore Asset Management
Fenimore Asset Management
New York
$15.4M -$974K 1 0.41% Reduced
349
RPAM
Rhenman & Partners Asset Management
Sweden
$15.4M -$426K 1 1.6% Reduced
350
MFAM
Motley Fool Asset Management
Virginia
$15.3M -$616K 1 1.73% Reduced
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