← 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
GCP
GSA Capital Partners
United Kingdom
$6.87M +$4.2M 6 0.31% Increased
352
SKK
Shepherd Kaplan Krochuk
Massachusetts
$6.74M -$190K 2 0.71% Reduced
353
CAM
Capstone Asset Management
Texas
$6.73M -$408K 5 0.22% Reduced
354
FAAM
First Allied Asset Management
California
$6.68M +$6.67M 1 0.98% New
355
CC
Chubb Corp
New Jersey
$6.62M $0 1 0.34% Maintained
356
Advisors Asset Management
Advisors Asset Management
Colorado
$6.57M +$184K 6 0.09% Increased
357
Bahl & Gaynor
Bahl & Gaynor
Ohio
$6.53M -$802K 2 0.1% Reduced
358
Utah Retirement Systems
Utah Retirement Systems
Utah
$6.53M -$352K 4 0.19% Reduced
359
Virtu KCG Holdings
Virtu KCG Holdings
New York
$6.53M -$14.5M 6 0.1% Reduced
360
Janus Henderson Group
Janus Henderson Group
$6.51M -$7.14M 4 0.06% Reduced
361
CCM
Cadence Capital Management
Massachusetts
$6.48M +$999K 1 0.31% Increased
362
Martingale Asset Management
Martingale Asset Management
Massachusetts
$6.47M +$2.61M 4 0.2% Increased
363
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$6.45M -$169K 2 0.15% Reduced
364
BCM
Buckhead Capital Management
Georgia
$6.41M -$455K 1 0.91% Reduced
365
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$6.41M +$4.15M 2 0.21% Increased
366
Royal London Asset Management
Royal London Asset Management
United Kingdom
$6.39M -$28.8K 2 0.15% Reduced
367
GI
Greenwood Investments
Massachusetts
$6.36M $0 1 4.25% Maintained
368
BB&T Securities
BB&T Securities
Virginia
$6.32M +$557K 3 0.15% Increased
369
Oppenheimer & Co
Oppenheimer & Co
New York
$6.31M -$308K 2 0.19% Reduced
370
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$6.26M -$256K 6 0.07% Reduced
371
Nomura Asset Management
Nomura Asset Management
Japan
$6.25M -$5.18M 4 0.12% Reduced
372
DC
Deere & Company
Illinois
$6.23M -$131K 4 0.34% Reduced
373
KeyBank National Association
KeyBank National Association
Ohio
$6.16M -$205K 5 0.04% Reduced
374
LKIM
Lawson Kroeker Investment Management
Nebraska
$6.12M +$178K 1 1.78% Increased
375
WAM
World Asset Management
Michigan
$5.98M -$120K 6 0.18% Reduced
13 14
15
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