← 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
Congress Wealth Management
Congress Wealth Management
Massachusetts
$13.1M +$677K 1 0.32% Increased
402
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$13.1M -$559K 14 0.07% Reduced
403
PFC
Phocas Financial Corp
California
$13.1M +$299K 3 1.87% Increased
404
TCM
Tributary Capital Management
Nebraska
$13M +$11.7M 2 1.21% Increased
405
Shelton Capital Management
Shelton Capital Management
Colorado
$13M +$10.2M 4 0.54% Increased
406
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$12.8M -$6.42M 4 0.02% Reduced
407
Algert Global
Algert Global
California
$12.7M +$3.51M 8 0.6% Increased
408
FVCM
F&V Capital Management
Florida
$12.6M +$552K 1 4.2% Increased
409
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.6M -$3.21M 6 0.12% Reduced
410
RC
Riposte Capital
New York
$12.5M +$932K 1 1.42% Increased
411
Verition Fund Management
Verition Fund Management
Connecticut
$12.5M +$5M 11 0.17% Increased
412
Advisors Capital Management
Advisors Capital Management
New Jersey
$12.3M -$15.4K 1 0.32% Reduced
413
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$12.3M +$235K 9 0.47% Increased
414
Utah Retirement Systems
Utah Retirement Systems
Utah
$12.3M +$39K 4 0.18% Increased
415
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$12.2M +$10.6M 1 0.07% New
416
STCG
Speece Thorson Capital Group
Minnesota
$12.2M -$90.5K 1 2.58% Reduced
417
ING Group
ING Group
Netherlands
$12.1M -$10.7M 3 0.12% Reduced
418
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$12M +$665K 9 0.05% Increased
419
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$11.9M +$3.2M 3 0.26% Increased
420
AMF Tjänstepension
AMF Tjänstepension
Sweden
$11.8M -$2.39M 1 0.12% Reduced
421
RHJA
Rice Hall James & Associates
California
$11.8M -$17.2M 1 0.67% Reduced
422
Channing Capital Management
Channing Capital Management
Illinois
$11.7M -$3.47M 1 0.38% Reduced
423
HA
Heartland Advisors
Wisconsin
$11.5M -$4.65M 2 0.71% Reduced
424
Zacks Investment Management
Zacks Investment Management
Illinois
$11.4M +$5.6M 4 0.15% Increased
425
Reinhart Partners
Reinhart Partners
Wisconsin
$11.4M +$7.71M 1 0.62% Increased