← 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
401
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.67M -$518K 5 0.08% Reduced
402
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$5.65M $0 3 0.15% Maintained
403
WAM
World Asset Management
Michigan
$5.65M +$274K 6 0.19% Increased
404
CFIC
City Financial Investment Company
United Kingdom
$5.65M -$2.1M 1 0.36% Reduced
405
ANI
American National Insurance
Texas
$5.63M $0 1 0.3% Maintained
406
Creative Planning
Creative Planning
Kansas
$5.61M -$141K 6 0.03% Reduced
407
ARM
Adirondack Research & Management
New York
$5.59M +$1.38M 1 2.19% Increased
408
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$5.54M +$3.71M 2 0.05% Increased
409
PC
Pier Capital
Connecticut
$5.53M +$396K 1 0.96% Increased
410
B
BP
United Kingdom
$5.4M +$1.3M 4 0.19% Increased
411
CIBC World Markets
CIBC World Markets
New York
$5.35M +$909K 3 0.05% Increased
412
LG
LaFleur & Godfrey
Michigan
$5.33M -$10.7K 1 1.4% Reduced
413
RIG
Roosevelt Investment Group
New York
$5.28M -$15.7M 2 0.49% Reduced
414
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$5.25M +$379K 4 0.12% Increased
415
AAM
Auxier Asset Management
Oregon
$5.18M -$1.06M 3 1.05% Reduced
416
UONDDL
University of Notre Dame du Lac
Indiana
$5.17M +$1.2M 1 1.44% Increased
417
Maverick Capital
Maverick Capital
Texas
$5.15M -$1.12M 1 0.07% Reduced
418
BB&T Securities
BB&T Securities
Virginia
$5.14M +$867K 4 0.07% Increased
419
SGA
Sector Gamma AS
Norway
$5.14M $0 1 0.78% Maintained
420
WSCM
Wellington Shields Capital Management
New York
$5.08M -$384K 2 0.83% Reduced
421
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$5.05M +$3.17M 4 0.05% Increased
422
Regions Financial Corp
Regions Financial Corp
Alabama
$4.99M -$106K 3 0.06% Reduced
423
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$4.97M -$7.12M 3 0.13% Reduced
424
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$4.93M +$356K 4 0.13% Increased
425
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$4.92M -$317K 4 0.06% Reduced