← 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
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$12.8M -$4.06M 4 0.25% Reduced
377
Whittier Trust
Whittier Trust
California
$12.8M +$367K 8 0.22% Increased
378
Hantz Financial Services
Hantz Financial Services
Michigan
$12.7M +$1.71M 3 0.38% Increased
379
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$12.7M +$3.79M 2 0.04% Increased
380
HWM
HFR Wealth Management
New York
$12.7M -$110K 1 3.36% Reduced
381
Fidelity International
Fidelity International
Bermuda
$12.7M -$12.8M 4 0.01% Reduced
382
Candriam SCA
Candriam SCA
Luxembourg
$12.6M -$4.91M 3 0.09% Reduced
383
Douglas Lane & Associates
Douglas Lane & Associates
New York
$12.6M +$12.6M 1 0.18% Increased
384
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$12.6M -$1.13M 12 0.06% Reduced
385
HRT Financial
HRT Financial
New York
$12.5M -$13.4M 6 0.09% Reduced
386
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$12.3M +$777K 6 0.02% Increased
387
VWM
Venturi Wealth Management
Texas
$12.2M +$1.74M 2 0.94% Increased
388
RPAM
Rhenman & Partners Asset Management
Sweden
$12.2M +$258K 1 1.2% Increased
389
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$12.2M +$2.02M 2 0.45% Increased
390
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$12.2M -$905K 1 0.29% Reduced
391
Panagora Asset Management
Panagora Asset Management
Massachusetts
$12.1M -$2.29M 7 0.07% Reduced
392
Channing Capital Management
Channing Capital Management
Illinois
$12M +$12.5M 1 0.35% New
393
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$11.9M +$1.02M 8 0.45% Increased
394
Utah Retirement Systems
Utah Retirement Systems
Utah
$11.9M -$1.09M 4 0.16% Reduced
395
WBC
Westpac Banking Corp
Australia
$11.8M -$849K 4 0.14% Reduced
396
CIBC World Market
CIBC World Market
Ontario, Canada
$11.6M +$3.63M 4 0.04% Increased
397
Putnam Investments
Putnam Investments
Massachusetts
$11.6M -$2.61M 4 0.02% Reduced
398
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$11.6M +$153K 1 0.15% Increased
399
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$11.4M +$189K 9 0.05% Increased
400
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$11.4M +$975K 5 0.34% Increased