← 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
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$7.5M +$68.2K 3 0.52% Increased
377
BAM
Blueshift Asset Management
New Jersey
$7.49M +$2.78M 6 0.98% Increased
378
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$7.46M +$191K 1 0.36% Increased
379
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$7.44M +$238K 3 0.06% Increased
380
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$7.39M -$41.1K 5 0.04% Reduced
381
LG
LaFleur & Godfrey
Michigan
$7.38M -$15K 1 1.84% Reduced
382
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$7.36M $0 1 0.86% Maintained
383
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$7.35M +$2.01M 1 0.08% Increased
384
SAM
Sectoral Asset Management
Quebec, Canada
$7.33M +$1.89M 1 0.88% Increased
385
PC
Pier Capital
Connecticut
$7.33M +$198K 1 1.13% Increased
386
Engineers Gate Manager
Engineers Gate Manager
New York
$7.29M -$7.75M 5 0.4% Reduced
387
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$7.26M +$17.6K 4 0.2% Increased
388
MSL
Mackay Shields LLC
New York
$7.14M -$4.84M 4 0.05% Reduced
389
LSV Asset Management
LSV Asset Management
Illinois
$7.14M -$734K 2 0.01% Reduced
390
RBA
Richard Bernstein Advisors
New York
$7.11M $0 2 0.24% Maintained
391
LPL Financial
LPL Financial
California
$6.94M +$385K 8 0.01% Increased
392
Frontier Capital Management
Frontier Capital Management
Massachusetts
$6.88M +$6.12M 1 0.05% New
393
Pacer Advisors
Pacer Advisors
Pennsylvania
$6.87M +$1.86M 7 0.17% Increased
394
HCM
Huber Capital Management
California
$6.85M -$215K 2 0.81% Reduced
395
AA
Antipodean Advisors
New York
$6.84M -$1.89M 1 8.32% Reduced
396
CAM
Chou Associates Management
Ontario, Canada
$6.79M -$1.04M 1 3.18% Reduced
397
OA
Oak Associates
Ohio
$6.76M -$2.04M 1 0.42% Reduced
398
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.63M +$2.71M 4 0.02% Increased
399
Norinchukin Bank
Norinchukin Bank
Japan
$6.59M -$2.25M 4 0.1% Reduced
400
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$6.57M +$646K 7 0.05% Increased