← 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$12.9M +$4.19M 19 0.03% Increased
327
Group One Trading
Group One Trading
Illinois
$12.8M -$1.67M 16 0.02% Reduced
328
Weiss Asset Management
Weiss Asset Management
Massachusetts
$12.8M +$10M 3 0.21% Increased
329
HI
Hendershot Investments
Virginia
$12.7M +$390K 1 1.71% Increased
330
Advisors Asset Management
Advisors Asset Management
Colorado
$12.7M +$1.08M 9 0.21% Increased
331
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$12.7M -$1.68M 4 0.07% Reduced
332
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$12.6M -$4.98M 6 0.02% Reduced
333
XTX Topco
XTX Topco
Cayman Islands
$12.6M +$1.39M 12 0.22% Increased
334
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$12.6M $0 1 0.08% Maintained
335
Amalgamated Bank
Amalgamated Bank
New York
$12.6M +$87.8K 9 0.1% Increased
336
C WorldWide Group
C WorldWide Group
Denmark
$12.6M -$20.2K 1 0.27% Reduced
337
Tredje AP-fonden
Tredje AP-fonden
Sweden
$12.6M +$10.3M 1 0.07% Increased
338
HWM
HFR Wealth Management
New York
$12.4M -$503K 1 3.04% Reduced
339
Czech National Bank
Czech National Bank
Czech Republic
$12.4M -$1.2M 3 0.08% Reduced
340
ET
Entropy Technologies
New York
$12.3M +$1.02M 4 0.57% Increased
341
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$12.3M -$1.95M 10 0.12% Reduced
342
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$12.2M -$312K 1 0.46% Reduced
343
INTECH Investment Management
INTECH Investment Management
Florida
$12M -$12M 10 0.12% Reduced
344
DIA
Davidson Investment Advisors
Montana
$11.9M +$8.93M 1 0.52% Increased
345
ICM
Invenomic Capital Management
Massachusetts
$11.8M -$12.1M 3 0.54% Reduced
346
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$11.8M -$3.45M 3 0.02% Reduced
347
BL
BFSG LLC
California
$11.8M +$22.6K 4 1.12% Increased
348
OQS
Occudo Quantitative Strategies
Florida
$11.7M +$5.67M 4 0.64% Increased
349
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$11.7M -$536K 5 0.03% Reduced
350
Jennison Associates
Jennison Associates
New York
$11.7M -$3.95M 2 0.01% Reduced