← 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
STCG
Speece Thorson Capital Group
Minnesota
$14.7M -$295K 1 3.01% Reduced
352
Maverick Capital
Maverick Capital
Texas
$14.7M +$191K 3 0.28% Increased
353
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$14.6M +$11.4M 5 0.24% Increased
354
VWM
Valley Wealth Managers
New Jersey
$14.6M -$409K 1 1.16% Reduced
355
SCM
Scopia Capital Management
New York
$14.5M +$14.7M 1 2.15% New
356
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$14.4M -$3.5M 2 0.56% Reduced
357
Mutual of America Capital Management
Mutual of America Capital Management
New York
$14.3M -$360K 8 0.16% Reduced
358
Empowered Funds
Empowered Funds
Pennsylvania
$14.3M -$1.46M 8 0.25% Reduced
359
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$14.3M -$272K 6 0.15% Reduced
360
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$14.3M -$272K 6 0.15% Reduced
361
CIBC World Markets
CIBC World Markets
New York
$14.3M +$3.77M 4 0.09% Increased
362
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$14.2M +$4.32M 1 0.07% Increased
363
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$14M +$207K 11 0.42% Increased
364
Tredje AP-fonden
Tredje AP-fonden
Sweden
$14M -$200K 5 0.13% Reduced
365
Achmea Investment Management
Achmea Investment Management
Netherlands
$13.6M +$9.14M 3 0.24% Increased
366
Xponance
Xponance
Pennsylvania
$13.5M -$3.6M 6 0.14% Reduced
367
Yousif Capital Management
Yousif Capital Management
Michigan
$13.5M -$1.66M 10 0.15% Reduced
368
IFM Investors
IFM Investors
Australia
$13.4M +$486K 4 0.14% Increased
369
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$13.3M +$8.3M 3 0.45% Increased
370
AA
Apriem Advisors
California
$13.3M -$98.6K 1 1.63% Reduced
371
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$13.2M +$8.05M 4 0.25% Increased
372
IECM
Intrinsic Edge Capital Management
Illinois
$13M +$7.99M 2 1.17% Increased
373
Congress Wealth Management
Congress Wealth Management
Massachusetts
$12.9M +$839K 2 0.21% Increased
374
New York Life Investment Management
New York Life Investment Management
New York
$12.8M +$43K 6 0.13% Increased
375
FMI
F/M Investments
District of Columbia
$12.8M +$12.8M 1 0.46% New