← 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
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$15.2M -$81.3K 3 0.72% Reduced
377
Panagora Asset Management
Panagora Asset Management
Massachusetts
$15.1M +$568K 10 0.09% Increased
378
MFAM
Motley Fool Asset Management
Virginia
$15.1M -$453K 1 1.34% Reduced
379
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$15.1M -$1.59M 4 0.19% Reduced
380
STCG
Speece Thorson Capital Group
Minnesota
$15M -$191K 1 3.06% Reduced
381
TCM
Tekla Capital Management
Massachusetts
$14.7M -$2.29M 2 0.58% Reduced
382
Old Mission Capital
Old Mission Capital
Illinois
$14.7M +$10.1M 5 0.32% Increased
383
CFM
Capricorn Fund Managers
United Kingdom
$14.6M +$9.97M 2 5.24% Increased
384
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$14.5M -$5.46K 1 0.39% Reduced
385
IFM Investors
IFM Investors
Australia
$14.4M +$478K 4 0.19% Increased
386
Commerce Bank
Commerce Bank
Missouri
$14.4M +$2.62M 6 0.11% Increased
387
BCAM
Boston Common Asset Management
Massachusetts
$14.3M +$1.7M 1 0.31% Increased
388
Fisher Asset Management
Fisher Asset Management
Washington
$14.3M +$382K 3 0.01% Increased
389
AP
AlpInvest Partners
Netherlands
$14.3M $0 1 3.93% Maintained
390
Scout Investments
Scout Investments
Missouri
$14.3M +$10.5M 1 0.29% Increased
391
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$14.3M -$35.2M 4 0.04% Reduced
392
Bessemer Group
Bessemer Group
New Jersey
$14.2M -$439K 14 0.03% Reduced
393
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.2M +$473K 4 0.09% Increased
394
Graham Capital Management
Graham Capital Management
Connecticut
$14.1M -$28.7K 7 0.41% Reduced
395
Emerald Advisers
Emerald Advisers
Pennsylvania
$13.7M -$10.8M 2 0.6% Reduced
396
Wealthfront Advisers
Wealthfront Advisers
California
$13.6M -$1.16M 4 0.06% Reduced
397
AustralianSuper
AustralianSuper
Australia
$13.5M -$4.18M 1 0.09% Reduced
398
PAI
Pittenger & Anderson Inc
Nebraska
$13.5M -$94.6K 3 0.65% Reduced
399
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$13.5M -$8.26M 4 0.13% Reduced
400
Churchill Management
Churchill Management
California
$13.2M -$8.1M 1 0.22% Reduced