← 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
NAM
NorthCrest Asset Manangement
Minnesota
$14.8M -$677K 2 0.4% Reduced
352
Riverbridge Partners
Riverbridge Partners
Minnesota
$14.8M -$2.68M 1 0.24% Reduced
353
DZ Bank
DZ Bank
Germany
$14.7M +$14.4M 6 0.01% Increased
354
C WorldWide Group
C WorldWide Group
Denmark
$14.7M -$151K 1 0.2% Reduced
355
WCM Investment Management
WCM Investment Management
California
$14.7M +$5.49M 1 0.03% Increased
356
Osaic Holdings
Osaic Holdings
Arizona
$14.6M +$3.87M 20 0.03% Increased
357
Railway Pension Investments
Railway Pension Investments
United Kingdom
$14.5M +$808K 3 0.21% Increased
358
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$14.5M -$1.04M 1 0.17% Reduced
359
SP
Solel Partners
Massachusetts
$14.4M +$1.95M 1 2.5% Increased
360
Commerce Bank
Commerce Bank
Missouri
$14.3M +$2.77M 7 0.08% Increased
361
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$14.3M +$2.5M 11 0.16% Increased
362
Soleus Capital Management
Soleus Capital Management
Connecticut
$14.1M +$10.2M 1 0.94% Increased
363
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$14.1M -$4.24M 14 0.03% Reduced
364
Addenda Capital
Addenda Capital
Quebec, Canada
$14.1M +$265K 1 0.51% Increased
365
RSCM
Rock Springs Capital Management
Maryland
$14M +$1.2M 1 0.87% Increased
366
WC
Whitney & Co
New York
$13.8M +$249K 1 1.36% Increased
367
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$13.8M +$886K 10 0.02% Increased
368
Royce & Associates
Royce & Associates
New York
$13.6M +$747K 5 0.14% Increased
369
ING Group
ING Group
Netherlands
$13.5M +$14.1M 2 0.08% Increased
370
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$13.5M +$15.6M 1 0.06% New
371
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$13.5M +$2.66M 5 0.26% Increased
372
STCG
Speece Thorson Capital Group
Minnesota
$13.5M +$250K 1 2.74% Increased
373
SG Americas Securities
SG Americas Securities
New York
$13.3M -$10.7M 14 0.06% Reduced
374
GSCM
Greenfield Seitz Capital Management
Texas
$13.3M -$92.8K 1 4.69% Reduced
375
AE Wealth Management
AE Wealth Management
Kansas
$13.2M +$3.9M 2 0.1% Increased
13 14
15
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