← 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
Whittier Trust
Whittier Trust
California
$7.82M -$17.4K 8 0.26% Reduced
352
Trexquant Investment
Trexquant Investment
Connecticut
$7.77M -$1.48M 7 0.56% Reduced
353
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$7.7M -$9.21M 5 0.18% Reduced
354
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$7.64M -$250K 3 0.61% Reduced
355
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$7.64M -$479K 4 0.26% Reduced
356
Silvercrest Asset Management
Silvercrest Asset Management
New York
$7.6M +$5.93M 2 0.08% Increased
357
Holocene Advisors
Holocene Advisors
New York
$7.54M +$2.38M 3 0.08% Increased
358
OAM
Optimal Asset Management
California
$7.39M +$5.86M 3 0.69% Increased
359
WCF
West Coast Financial
California
$7.19M +$11K 1 1.91% Increased
360
FBCM
Fort Baker Capital Management
California
$7.15M +$2.97M 2 4.75% Increased
361
Bessemer Group
Bessemer Group
New Jersey
$7.12M -$1.51M 7 0.03% Reduced
362
PPCM
Pillar Pacific Capital Management
California
$7.08M +$23.9K 1 0.93% Increased
363
HCM
Huber Capital Management
California
$7.03M $0 2 1.29% Maintained
364
WesBanco Bank
WesBanco Bank
West Virginia
$7M +$1.3M 2 0.41% Increased
365
Banco Santander
Banco Santander
Spain
$6.91M +$4.97M 2 0.08% Increased
366
MNBTD
Moody National Bank Trust Division
Texas
$6.9M -$14.9K 2 0.24% Reduced
367
Old Mission Capital
Old Mission Capital
Illinois
$6.89M +$7.81M 1 0.58% New
368
Creative Planning
Creative Planning
Kansas
$6.83M +$2.03M 7 0.02% Increased
369
LPL Financial
LPL Financial
California
$6.81M -$1.99M 5 0.01% Reduced
370
SAM
Sectoral Asset Management
Quebec, Canada
$6.81M -$6.82M 1 1.31% Reduced
371
Castleark Management
Castleark Management
Illinois
$6.76M -$1.38M 1 0.4% Reduced
372
ET
Equitable Trust
Tennessee
$6.76M +$674K 2 0.74% Increased
373
ANI
American National Insurance
Texas
$6.73M $0 1 0.43% Maintained
374
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.72M -$4.33M 3 0.07% Reduced
375
Nissay Asset Management
Nissay Asset Management
Japan
$6.61M -$233K 4 0.17% Reduced