← 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
Emerald Advisers
Emerald Advisers
Pennsylvania
$12.7M -$1.59M 2 0.53% Reduced
377
Railway Pension Investments
Railway Pension Investments
United Kingdom
$12.7M -$6.05M 2 0.15% Reduced
378
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$12.7M -$585K 2 0.52% Reduced
379
ProShare Advisors
ProShare Advisors
Maryland
$12.6M -$1.46M 9 0.03% Reduced
380
HAIM
Hunter Associates Investment Management
Pennsylvania
$12.6M +$78.3K 3 2.12% Increased
381
Hood River Capital Management
Hood River Capital Management
Florida
$12.5M -$18.2M 1 0.26% Reduced
382
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$12.4M +$6.59M 6 0.04% Increased
383
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$12.4M +$9.68M 20 0.21% Increased
384
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$12.3M +$3.04M 7 0.16% Increased
385
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.3M +$2.83M 5 0.04% Increased
386
Huntington National Bank
Huntington National Bank
Ohio
$12.3M -$180K 17 0.1% Reduced
387
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$12.3M $0 2 0.17% Maintained
388
Prudential plc
Prudential plc
United Kingdom
$12.2M +$4.21M 4 0.08% Increased
389
SP
Solel Partners
Massachusetts
$12.2M $0 1 1.98% Maintained
390
Ethic Inc
Ethic Inc
New York
$12.1M +$1.79M 5 0.28% Increased
391
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$12.1M -$761K 9 0.02% Reduced
392
KTA
Keeley-Teton Advisors
Illinois
$11.9M +$254K 4 1.53% Increased
393
Readystate Asset Management
Readystate Asset Management
Illinois
$11.9M -$10.2M 2 0.39% Reduced
394
Cambiar Investors
Cambiar Investors
Colorado
$11.9M +$2.98M 1 0.47% Increased
395
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$11.8M +$7.83M 2 0.03% Increased
396
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$11.8M +$1.36M 4 0.1% Increased
397
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$11.7M -$5.41M 4 0.07% Reduced
398
Panagora Asset Management
Panagora Asset Management
Massachusetts
$11.7M -$3.64M 7 0.06% Reduced
399
LI
Leeward Investments
Massachusetts
$11.7M +$2.26M 1 0.54% Increased
400
ACB
Aristotle Capital Boston
Massachusetts
$11.7M -$245K 1 0.39% Reduced