← 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
Achmea Investment Management
Achmea Investment Management
Netherlands
$6.66M +$2.75M 3 0.22% Increased
402
TCW Group
TCW Group
California
$6.62M -$4.74M 1 0.05% Reduced
403
CNB
Camden National Bank
Maine
$6.61M +$247K 1 1.92% Increased
404
FP
Foundry Partners
Minnesota
$6.59M +$245K 1 0.27% Increased
405
William Blair Investment Management
William Blair Investment Management
Illinois
$6.55M -$14M 2 0.03% Reduced
406
Creative Planning
Creative Planning
Kansas
$6.42M -$25.6K 5 0.03% Reduced
407
Vident Investment Advisory
Vident Investment Advisory
Georgia
$6.39M +$168K 3 0.29% Increased
408
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$6.34M +$4.63M 2 0.11% Increased
409
EF
Exeter Financial
Arizona
$6.3M +$5.93M 2 5.49% New
410
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.27M -$2.91K 4 0.09% Reduced
411
SGA
Sector Gamma AS
Norway
$6.26M +$199K 1 1.05% Increased
412
SEC
Seven Eight Capital
New York
$6.25M -$4.95M 3 0.64% Reduced
413
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$6.23M +$1.16M 6 0.04% Increased
414
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$6.21M +$2.54M 6 0.24% Increased
415
PEAK6 Group
PEAK6 Group
Illinois
$6.21M +$2.09M 5 0.03% Increased
416
Nissay Asset Management
Nissay Asset Management
Japan
$6.19M +$5.85M 3 0.19% New
417
Kennedy Capital Management
Kennedy Capital Management
Missouri
$6.15M -$13.6M 2 0.11% Reduced
418
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$6.1M -$908K 3 0.17% Reduced
419
HVIA
Hudson Valley Investment Advisors
New York
$6.04M +$30.2K 1 1.49% Increased
420
RIG
Roosevelt Investment Group
New York
$5.98M -$285K 2 0.55% Reduced
421
RCM
Rockshelter Capital Management
Pennsylvania
$5.97M +$5.09M 1 1.91% New
422
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.95M +$1.18M 2 0.58% Increased
423
LG
LaFleur & Godfrey
Michigan
$5.94M +$69.8K 1 1.46% Increased
424
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$5.92M -$69.8K 4 0.13% Reduced
425
WAM
World Asset Management
Michigan
$5.9M -$386K 6 0.2% Reduced