← 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
Bessemer Group
Bessemer Group
New Jersey
$8.35M +$4.91M 9 0.03% Increased
377
Evercore Wealth Management
Evercore Wealth Management
New York
$8.35M -$37M 1 0.27% Reduced
378
GCP
GSA Capital Partners
United Kingdom
$8.29M +$1.31M 5 0.84% Increased
379
Bahl & Gaynor
Bahl & Gaynor
Ohio
$8.19M +$506K 1 0.08% Increased
380
BCMNY
Buckingham Capital Management (New York)
New York
$8.18M +$6.76M 1 0.77% New
381
PC
Periscope Capital
Ontario, Canada
$8.13M +$988K 2 1.4% Increased
382
AssetMark Inc
AssetMark Inc
California
$8.08M +$849K 7 0.07% Increased
383
DIA
Dean Investment Associates
Ohio
$8.02M -$1.35M 2 1.17% Reduced
384
B
BP
United Kingdom
$8.02M -$1.94M 1 0.31% Reduced
385
MSA
Mason Street Advisors
Wisconsin
$7.95M +$118K 8 0.16% Increased
386
ACM
Atika Capital Management
New York
$7.89M +$216K 1 1.6% Increased
387
Deerfield Management
Deerfield Management
New York
$7.89M -$14.1M 1 0.3% Reduced
388
Railway Pension Investments
Railway Pension Investments
United Kingdom
$7.88M -$7.33M 2 0.11% Reduced
389
Weiss Asset Management
Weiss Asset Management
Massachusetts
$7.73M +$4.47M 2 0.61% Increased
390
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$7.7M +$6.12M 1 0.88% Increased
391
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$7.63M +$1.06M 2 0.48% Increased
392
HCM
Huber Capital Management
California
$7.55M +$105K 2 0.8% Increased
393
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.54M +$765K 8 0.03% Increased
394
CAM
Chou Associates Management
Ontario, Canada
$7.53M $0 1 3.2% Maintained
395
SAM
Shell Asset Management
Netherlands
$7.49M -$2.9M 4 0.17% Reduced
396
STRS Ohio
STRS Ohio
Ohio
$7.44M +$294K 8 0.03% Increased
397
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$7.29M -$632K 3 0.53% Reduced
398
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$7.28M +$146K 4 0.21% Increased
399
Nissay Asset Management
Nissay Asset Management
Japan
$7.26M -$121K 4 0.19% Reduced
400
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$7.25M +$135K 1 0.35% Increased
14 15
16
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