← 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
KeyBank National Association
KeyBank National Association
Ohio
$7.58M +$289K 5 0.05% Increased
352
SGA
Sector Gamma AS
Norway
$7.56M -$711K 1 1.44% Reduced
353
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$7.51M +$270K 5 0.06% Increased
354
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$7.42M -$106K 6 0.1% Reduced
355
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.42M +$2.35M 6 0.06% Increased
356
WCM Investment Management
WCM Investment Management
California
$7.41M -$1.45M 1 0.12% Reduced
357
C WorldWide Group
C WorldWide Group
Denmark
$7.4M $0 1 0.14% Maintained
358
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$7.34M +$68.6K 1 0.3% Increased
359
ANI
American National Insurance
Texas
$7.33M $0 1 0.43% Maintained
360
GGI
Godsey & Gibb Inc
Virginia
$7.29M -$648K 1 1.32% Reduced
361
PFC
Phocas Financial Corp
California
$7.2M +$400K 2 0.53% Increased
362
PCM
Portolan Capital Management
Massachusetts
$7.15M -$235K 1 1.03% Reduced
363
HSA
Hussman Strategic Advisors
Maryland
$7.12M +$1.38M 2 1.09% Increased
364
KBC Group
KBC Group
Belgium
$7.03M -$214K 3 0.1% Reduced
365
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$7.02M +$1.1M 2 0.01% Increased
366
AT
Acadia Trust
Maine
$6.98M -$21K 1 2.14% Reduced
367
1WCM
12 West Capital Management
New York
$6.96M $0 1 1.12% Maintained
368
RCM
Rutabaga Capital Management
Massachusetts
$6.93M +$4.06M 1 1.29% Increased
369
GH
GAM Holding
Switzerland
$6.9M +$932K 3 0.11% Increased
370
DL
Delta Lloyd
Netherlands
$6.8M -$257K 3 0.23% Reduced
371
Barings
Barings
North Carolina
$6.74M +$334K 5 0.17% Increased
372
NIT
NumerixS Investment Technologies
British Columbia, Canada
$6.72M +$904K 5 0.93% Increased
373
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$6.66M -$838K 1 0.12% Reduced
374
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$6.64M +$625K 2 0.09% Increased
375
CG
Cutler Group
California
$6.59M -$241K 7 0.33% Reduced