← 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
Railway Pension Investments
Railway Pension Investments
United Kingdom
$14.7M +$561K 3 0.21% Increased
352
PAI
Pittenger & Anderson Inc
Nebraska
$14.6M +$664K 3 0.54% Increased
353
OP Asset Management
OP Asset Management
$14.6M +$14.6M 4 0.25% New
354
VanEck Associates
VanEck Associates
New York
$14.5M +$3.85M 5 0.02% Increased
355
Shelton Capital Management
Shelton Capital Management
Colorado
$14.4M +$1.3M 3 0.34% Increased
356
Guggenheim Capital
Guggenheim Capital
Illinois
$14.4M -$226K 9 0.13% Reduced
357
STCG
Speece Thorson Capital Group
Minnesota
$14.2M -$1.99M 1 2.92% Reduced
358
SCM
Sio Capital Management
New York
$14.1M +$10.9M 1 4.21% Increased
359
ORI
Oak Ridge Investments
Illinois
$14.1M +$496K 2 1.17% Increased
360
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$14.1M +$4.14M 7 0.47% Increased
361
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.1M -$910K 11 0.02% Reduced
362
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$13.9M +$2.75M 7 0.25% Increased
363
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$13.9M +$34K 1 0.25% Increased
364
FVCM
F&V Capital Management
Florida
$13.8M -$127K 1 3.57% Reduced
365
Czech National Bank
Czech National Bank
Czech Republic
$13.8M +$759K 4 0.13% Increased
366
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$13.8M +$1.37M 8 0.11% Increased
367
NAM
NorthCrest Asset Manangement
Minnesota
$13.7M +$1.64M 4 0.42% Increased
368
AIC
AWM Investment Company
New York
$13.7M $0 1 1.89% Maintained
369
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$13.7M -$935K 7 0.03% Reduced
370
CCM
Catalio Capital Management
New York
$13.7M +$15.5M 1 3.33% New
371
JGC
J. Goldman & Co
New York
$13.5M +$11M 2 0.33% Increased
372
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$13.4M -$316K 1 0.53% Reduced
373
RCW
Rheos Capital Works
Japan
$13.3M -$396K 2 1.08% Reduced
374
Rockefeller Capital Management
Rockefeller Capital Management
New York
$13.3M +$449K 3 0.03% Increased
375
Commerce Bank
Commerce Bank
Missouri
$13.2M +$2.86M 6 0.08% Increased
13 14
15
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