← 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
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$13.4M -$38.4K 1 0.48% Reduced
352
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$13.3M -$3.5M 5 0.06% Reduced
353
HI
Hendershot Investments
Virginia
$13.3M +$1.8M 1 1.69% Increased
354
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$13.3M -$1.88M 7 0.28% Reduced
355
CCIA
Campbell & Co Investment Adviser
Maryland
$13.2M +$10M 6 0.63% Increased
356
SP
SIH Partners
Delaware
$13.1M +$9.39M 2 0.25% Increased
357
RA Capital Management
RA Capital Management
Massachusetts
$13.1M +$2.59M 1 0.13% Increased
358
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$12.9M +$12.7M 4 0.04% Increased
359
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7M -$10.1M 10 0.05% Reduced
360
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$12.6M +$5.28M 5 0.03% Increased
361
KA
KLCM Advisors
Wisconsin
$12.5M -$1.96M 1 1.07% Reduced
362
Caisse Des Depots Et Consignations
Caisse Des Depots Et Consignations
France
$12.4M +$12.2M 1 0.28% New
363
Stephens Inc
Stephens Inc
Arkansas
$12.4M +$462K 3 0.15% Increased
364
Osaic Holdings
Osaic Holdings
Arizona
$12.3M -$1.38M 20 0.02% Reduced
365
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$12.3M $0 1 0.15% Maintained
366
Advisors Asset Management
Advisors Asset Management
Colorado
$12.3M +$729K 9 0.21% Increased
367
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$12.2M +$1.29M 2 0.12% Increased
368
QAM
QSM Asset Management
United Kingdom
$12.2M +$3.12M 1 6.98% Increased
369
Engineers Gate Manager
Engineers Gate Manager
New York
$12.2M +$3.61M 12 0.14% Increased
370
GAMCO Investors
GAMCO Investors
Connecticut
$12.1M -$31.2K 6 0.12% Reduced
371
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$12.1M -$1.4M 6 0.17% Reduced
372
RSCM
Rock Springs Capital Management
Maryland
$12.1M +$1.96M 1 0.62% Increased
373
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$11.9M -$2.17M 2 0.25% Reduced
374
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$11.9M -$7.4M 10 0.02% Reduced
375
Prudential plc
Prudential plc
United Kingdom
$11.9M +$6.04M 2 0.09% Increased