← 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
376
RCM
Roystone Capital Management
New York
$8.03M +$9.99M 1 1.36% New
377
NCGI
Next Century Growth Investors
Minnesota
$8.01M +$5.48M 1 1.14% Increased
378
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$8M -$32.9K 4 0.68% Reduced
379
Sterling Capital Management
Sterling Capital Management
North Carolina
$7.9M +$6.17M 3 0.09% Increased
380
MSA
Mason Street Advisors
Wisconsin
$7.88M -$3.67M 8 0.19% Reduced
381
Maverick Capital
Maverick Capital
Texas
$7.76M -$8.19M 2 0.11% Reduced
382
ACG
Allen Capital Group
Nebraska
$7.75M +$39.9K 2 2.74% Increased
383
OAM
Oxford Asset Management
United Kingdom
$7.7M -$16.9M 5 0.2% Reduced
384
GCP
GSA Capital Partners
United Kingdom
$7.59M -$799K 7 0.88% Reduced
385
FCI
Financial Counselors Inc
Kansas
$7.56M -$160K 3 0.37% Reduced
386
SCM
Stonepine Capital Management
Oregon
$7.54M -$1.94M 1 6.62% Reduced
387
VCM
Vigilant Capital Management
Maine
$7.5M +$11.2M 3 1.19% Increased
388
EP
Elkfork Partners
Oregon
$7.49M -$5.44M 5 0.21% Reduced
389
CIBC World Market
CIBC World Market
Ontario, Canada
$7.44M -$3.64M 4 0.04% Reduced
390
NHAS
Novo Holdings A/S
Denmark
$7.39M +$7.44M 1 1.04% New
391
DnB Asset Management
DnB Asset Management
Norway
$7.37M +$3.56M 4 0.1% Increased
392
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.33M -$1.41M 3 0.02% Reduced
393
Hancock Whitney
Hancock Whitney
Mississippi
$7.25M -$746K 5 0.25% Reduced
394
CAM
Chou Associates Management
Ontario, Canada
$7.24M $0 1 3.25% Maintained
395
ECM
Endurant Capital Management
California
$7.24M +$4.52M 1 3.83% Increased
396
Nissay Asset Management
Nissay Asset Management
Japan
$7.23M +$1.21M 4 0.22% Increased
397
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$7.18M -$5.08M 1 0.51% Reduced
398
Brandes Investment Partners
Brandes Investment Partners
California
$7.18M -$3.73M 1 0.18% Reduced
399
STRS Ohio
STRS Ohio
Ohio
$7.14M +$1.62M 8 0.04% Increased
400
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$7.09M -$2.17M 4 0.09% Reduced
14 15
16
17 18