← 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
PPCM
Pillar Pacific Capital Management
California
$7.42M +$68.5K 1 0.76% Increased
402
LG
LaFleur & Godfrey
Michigan
$7.28M -$550K 1 1.64% Reduced
403
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$7.21M -$4.67M 3 0.08% Reduced
404
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$7.21M +$32.7K 6 0.04% Increased
405
Pacer Advisors
Pacer Advisors
Pennsylvania
$7.16M -$2.32M 8 0.32% Reduced
406
Great Lakes Advisors
Great Lakes Advisors
Illinois
$7.12M -$8.69M 2 0.15% Reduced
407
Group One Trading
Group One Trading
Illinois
$7.11M -$1.21M 7 0.05% Reduced
408
Lazard Asset Management
Lazard Asset Management
New York
$7.1M -$1.34M 5 0.01% Reduced
409
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$7.09M -$663K 3 0.05% Reduced
410
Ancora Advisors
Ancora Advisors
Ohio
$7.02M +$4.88M 5 0.26% Increased
411
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$7.01M +$2.24M 6 0.13% Increased
412
First Eagle Investment Management
First Eagle Investment Management
New York
$7M +$6.19M 1 0.02% New
413
Achmea Investment Management
Achmea Investment Management
Netherlands
$7M -$113K 4 0.27% Reduced
414
CC
Cannell Capital
Wyoming
$6.93M $0 1 2.25% Maintained
415
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$6.88M -$1.98M 7 0.19% Reduced
416
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$6.87M +$419K 1 0.37% Increased
417
MNBTD
Moody National Bank Trust Division
Texas
$6.86M $0 2 0.18% Maintained
418
NWM
Nicola Wealth Management
British Columbia, Canada
$6.86M +$206K 2 1.03% Increased
419
WesBanco Bank
WesBanco Bank
West Virginia
$6.79M +$2.48M 2 0.31% Increased
420
Bridges Investment Management
Bridges Investment Management
Nebraska
$6.76M -$83.7K 2 0.25% Reduced
421
ANI
American National Insurance
Texas
$6.64M -$424K 1 0.34% Reduced
422
Allstate Corporation
Allstate Corporation
Illinois
$6.6M -$1.52M 5 0.12% Reduced
423
Barings
Barings
North Carolina
$6.6M +$222K 4 0.18% Increased
424
ET
Equitable Trust
Tennessee
$6.49M -$87.8K 2 0.63% Reduced
425
HVIA
Hudson Valley Investment Advisors
New York
$6.48M +$32.1K 1 1.38% Increased