← 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
AustralianSuper
AustralianSuper
Australia
$14.6M +$5.75M 1 0.09% Increased
377
Royce & Associates
Royce & Associates
New York
$14.6M +$5.27M 5 0.15% Increased
378
Graham Capital Management
Graham Capital Management
Connecticut
$14.5M +$76.2K 7 0.44% Increased
379
CIBC World Market
CIBC World Market
Ontario, Canada
$14.4M -$2.62M 3 0.05% Reduced
380
Bessemer Group
Bessemer Group
New Jersey
$14.4M +$199K 9 0.03% Increased
381
Wealthfront Advisers
Wealthfront Advisers
California
$14.3M +$1.86M 4 0.07% Increased
382
Panagora Asset Management
Panagora Asset Management
Massachusetts
$14.2M -$7.62M 9 0.09% Reduced
383
BCAM
Boston Common Asset Management
Massachusetts
$14.2M +$14M 1 0.3% New
384
GLAM
Gardner Lewis Asset Management
Pennsylvania
$14.2M +$14.2M 1 4.9% New
385
HWM
HFR Wealth Management
New York
$14.1M -$1.24M 1 4% Reduced
386
NHAS
Novo Holdings A/S
Denmark
$14M -$835K 1 0.93% Reduced
387
Fisher Asset Management
Fisher Asset Management
Washington
$14M -$586K 3 0.01% Reduced
388
SIM
SW Investment Management
Colorado
$13.9M +$15.3M 1 5.62% New
389
IFM Investors
IFM Investors
Australia
$13.8M +$478K 4 0.21% Increased
390
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$13.7M -$46.8K 3 0.57% Reduced
391
Quantbot Technologies
Quantbot Technologies
New York
$13.7M +$2.63M 9 0.97% Increased
392
Första AP-fonden
Första AP-fonden
Sweden
$13.6M +$1.25M 3 0.16% Increased
393
PAI
Pittenger & Anderson Inc
Nebraska
$13.6M +$52.9K 3 0.7% Increased
394
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$13.6M +$1.3M 5 0.09% Increased
395
Bahl & Gaynor
Bahl & Gaynor
Ohio
$13.5M -$170K 3 0.07% Reduced
396
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$13.4M -$8.36M 2 1.17% Reduced
397
SG Americas Securities
SG Americas Securities
New York
$13.3M +$5.29M 17 0.16% Increased
398
CCM
Camber Capital Management
Massachusetts
$13.3M +$14.6M 1 0.41% New
399
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$13.2M -$952K 1 0.38% Reduced
400
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$13.2M +$193K 4 0.05% Increased
14 15
16
17 18