← 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
$14M -$283K 1 0.54% Reduced
377
Twin Tree Management
Twin Tree Management
Texas
$13.9M +$15.3M 2 0.02% New
378
NAAA
New Age Alpha Advisors
New York
$13.9M +$13.9M 5 0.56% New
379
Railway Pension Investments
Railway Pension Investments
United Kingdom
$13.9M +$251K 2 0.18% Increased
380
Royce & Associates
Royce & Associates
New York
$13.8M -$1.25M 5 0.13% Reduced
381
Czech National Bank
Czech National Bank
Czech Republic
$13.7M +$807K 4 0.13% Increased
382
SDJVC
St. Denis J. Villere & Co
Louisiana
$13.6M +$17.9K 1 1.23% Increased
383
Xponance
Xponance
Pennsylvania
$13.6M -$588K 7 0.12% Reduced
384
ProShare Advisors
ProShare Advisors
Maryland
$13.4M +$1.15M 13 0.03% Increased
385
Osaic Holdings
Osaic Holdings
Arizona
$13.3M -$1.83M 20 0.03% Reduced
386
TC
TwinBeech Capital
New York
$13.3M -$3.46M 1 0.23% Reduced
387
AGF Management
AGF Management
Ontario, Canada
$13.2M +$5.37M 4 0.07% Increased
388
C WorldWide Group
C WorldWide Group
Denmark
$13.2M -$42.9M 1 0.16% Reduced
389
Stephens Inc
Stephens Inc
Arkansas
$13.2M -$709K 4 0.18% Reduced
390
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$13.1M -$1.17M 8 0.16% Reduced
391
Shelton Capital Management
Shelton Capital Management
Colorado
$13.1M -$2.85M 4 0.33% Reduced
392
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$13M +$188K 2 0.06% Increased
393
IFM Investors
IFM Investors
Australia
$12.9M -$1.24M 4 0.13% Reduced
394
CM
Crestline Management
Texas
$12.9M +$12.7M 5 0.43% Increased
395
Group One Trading
Group One Trading
Illinois
$12.9M -$18.1M 13 0.03% Reduced
396
DnB Asset Management
DnB Asset Management
Norway
$12.8M +$746K 4 0.06% Increased
397
Cresset Asset Management
Cresset Asset Management
Illinois
$12.7M -$10M 7 0.06% Reduced
398
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$12.5M +$632K 2 0.37% Increased
399
PP
PDT Partners
New York
$12.5M -$2.85M 5 1.11% Reduced
400
NAM
NorthCrest Asset Manangement
Minnesota
$12.5M +$121K 2 0.37% Increased