← 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
CAM
Cozad Asset Management
Illinois
$8.57M +$954K 3 1.62% Increased
377
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$8.47M +$3.79M 6 0.16% Increased
378
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.44M +$3M 7 0.17% Increased
379
DA
Duality Advisers
Florida
$8.43M +$5.25M 3 0.54% Increased
380
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$8.37M -$1.81M 3 0.16% Reduced
381
PPCM
Pillar Pacific Capital Management
California
$8.37M +$155K 2 0.8% Increased
382
Calamos Advisors
Calamos Advisors
Illinois
$8.35M -$164K 1 0.05% Reduced
383
Candriam SCA
Candriam SCA
Luxembourg
$8.27M -$5.47M 4 0.08% Reduced
384
WCF
West Coast Financial
California
$8.13M -$198K 1 1.84% Reduced
385
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.12M +$1.22M 4 0.12% Increased
386
VWM
Venturi Wealth Management
Texas
$8.06M +$726K 2 0.93% Increased
387
AustralianSuper
AustralianSuper
Australia
$8.05M -$290K 2 0.07% Reduced
388
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$8.04M -$623K 1 0.55% Reduced
389
Creative Planning
Creative Planning
Kansas
$7.91M +$470K 9 0.02% Increased
390
Empyrean Capital Partners
Empyrean Capital Partners
California
$7.81M $0 1 0.31% Maintained
391
MNBTD
Moody National Bank Trust Division
Texas
$7.79M $0 2 0.24% Maintained
392
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$7.76M -$501K 7 0.22% Reduced
393
Xponance
Xponance
Pennsylvania
$7.74M +$2.42M 4 0.19% Increased
394
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$7.74M -$1.09M 4 0.35% Reduced
395
NHAS
Novo Holdings A/S
Denmark
$7.7M -$2.19M 1 0.38% Reduced
396
S
Seeyond
France
$7.65M +$1.13M 4 0.83% Increased
397
Curi RMB Capital
Curi RMB Capital
Illinois
$7.6M -$876K 2 0.33% Reduced
398
ANI
American National Insurance
Texas
$7.58M $0 1 0.36% Maintained
399
Zacks Investment Management
Zacks Investment Management
Illinois
$7.55M +$1.18M 4 0.15% Increased
400
ETrade Capital Management
ETrade Capital Management
Virginia
$7.54M +$837K 6 0.14% Increased