← 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
AMF Tjänstepension
AMF Tjänstepension
Sweden
$14.2M -$4.2M 1 0.17% Reduced
352
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$14.1M -$2.57M 1 0.25% Reduced
353
PFC
Phocas Financial Corp
California
$14.1M +$489K 3 2.19% Increased
354
TBC
Tweedy, Browne Co
Connecticut
$14.1M -$253K 1 0.62% Reduced
355
Tiger Global Management
Tiger Global Management
New York
$13.9M $0 1 0.13% Maintained
356
ACM
AREX Capital Management
New York
$13.7M -$2.4M 1 9.09% Reduced
357
WBC
Westpac Banking Corp
Australia
$13.6M +$1.94M 4 0.21% Increased
358
Bahl & Gaynor
Bahl & Gaynor
Ohio
$13.6M -$1.15M 3 0.09% Reduced
359
HA
Heartland Advisors
Wisconsin
$13.6M +$3.87M 2 1.02% Increased
360
Putnam Investments
Putnam Investments
Massachusetts
$13.6M +$9.5M 4 0.03% Increased
361
HAM
Harber Asset Management
North Carolina
$13.5M -$3.67M 1 4.21% Reduced
362
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$13.5M +$4.94M 4 0.04% Increased
363
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$13.4M -$5.2M 8 0.04% Reduced
364
PAI
Pittenger & Anderson Inc
Nebraska
$13.3M +$154K 3 0.8% Increased
365
Integral Health Asset Management
Integral Health Asset Management
New York
$13.3M +$10M 2 2.58% Increased
366
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$13.3M -$2.46M 1 0.43% Reduced
367
Channing Capital Management
Channing Capital Management
Illinois
$13M -$4.51M 1 0.45% Reduced
368
Congress Wealth Management
Congress Wealth Management
Massachusetts
$12.9M +$170K 1 0.35% Increased
369
ACM
AlphaCrest Capital Management
New York
$12.9M +$3.75M 8 0.78% Increased
370
Shelton Capital Management
Shelton Capital Management
Colorado
$12.9M +$2.66M 3 0.61% Increased
371
Nomura Asset Management
Nomura Asset Management
Japan
$12.8M -$4.1M 8 0.08% Reduced
372
Advisors Capital Management
Advisors Capital Management
New Jersey
$12.8M +$565K 1 0.34% Increased
373
Jump Financial
Jump Financial
Illinois
$12.7M +$9.76M 13 0.49% Increased
374
Swiss Life Asset Management
Swiss Life Asset Management
$12.7M -$4.38M 3 0.22% Reduced
375
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$12.6M -$316K 6 0.02% Reduced
13 14
15
16 17