← 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
351
Natixis Advisors
Natixis Advisors
Massachusetts
$10.1M -$17M 5 0.01% Reduced
352
Prospera Financial Services
Prospera Financial Services
Texas
$10.1M +$7.33M 3 0.15% Increased
353
Truist Financial
Truist Financial
North Carolina
$10M -$286K 9 0.01% Reduced
354
Huntington National Bank
Huntington National Bank
Ohio
$10M -$517K 15 0.05% Reduced
355
CA
Callahan Advisors
Texas
$10M +$1.81M 1 0.76% Increased
356
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$9.97M -$536K 8 0.1% Reduced
357
CWA Asset Management Group
CWA Asset Management Group
Florida
$9.92M +$5.29M 5 0.3% Increased
358
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$9.85M +$2.6M 7 0.05% Increased
359
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$9.82M +$8.86M 3 0.04% Increased
360
US Bancorp
US Bancorp
Minnesota
$9.8M -$430K 13 0.01% Reduced
361
NAM
NorthCrest Asset Manangement
Minnesota
$9.77M +$1.21M 3 0.25% Increased
362
Voleon Capital Management
Voleon Capital Management
California
$9.65M +$5.41M 3 0.18% Increased
363
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.6M -$10.1M 6 0.01% Reduced
364
WC
Whitney & Co
New York
$9.55M +$34.2K 1 0.7% Increased
365
GSCM
Greenfield Seitz Capital Management
Texas
$9.53M -$41.2K 1 2.84% Reduced
366
Railway Pension Investments
Railway Pension Investments
United Kingdom
$9.47M +$8.08M 1 0.12% Increased
367
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$9.4M -$2.67M 2 0.04% Reduced
368
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$9.3M -$419K 1 0.26% Reduced
369
Vident Advisory
Vident Advisory
Georgia
$9.15M +$1.13M 9 0.07% Increased
370
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.13M +$379K 6 0.02% Increased
371
CIBC World Market
CIBC World Market
Ontario, Canada
$9.09M +$2.68M 2 0.01% Increased
372
Guggenheim Capital
Guggenheim Capital
Illinois
$9.04M -$2.11M 8 0.06% Reduced
373
PAI
Pittenger & Anderson Inc
Nebraska
$9.04M -$12.4M 3 0.32% Reduced
374
Channing Capital Management
Channing Capital Management
Illinois
$9.02M +$9M 1 0.21% New
375
IPW
Inlet Private Wealth
Florida
$9M -$4.54K 1 2.19% Reduced