← 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
Advisors Capital Management
Advisors Capital Management
New Jersey
$13.2M +$1M 1 0.32% Increased
402
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$13.1M +$85.1K 5 0.05% Increased
403
TCM
Tributary Capital Management
Nebraska
$13.1M -$214K 2 1.18% Reduced
404
Shelton Capital Management
Shelton Capital Management
Colorado
$13.1M +$1.17M 4 0.47% Increased
405
Congress Wealth Management
Congress Wealth Management
Massachusetts
$12.9M -$196K 1 0.3% Reduced
406
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$12.9M -$313K 1 0.07% Reduced
407
Element Capital Management
Element Capital Management
New York
$12.8M +$3.95M 5 0.87% Increased
408
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$12.6M -$62.1K 3 0.51% Reduced
409
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$12.5M +$232K 10 0.45% Increased
410
Utah Retirement Systems
Utah Retirement Systems
Utah
$12.5M +$20.5K 5 0.17% Increased
411
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$12.4M +$555K 5 0.02% Increased
412
PR
Payden & Rygel
California
$12.4M -$2.45M 1 0.88% Reduced
413
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$12.4M -$24.1M 13 0.12% Reduced
414
EA Series Trust
EA Series Trust
Pennsylvania
$12.3M +$11.6M 4 0.43% New
415
Empowered Funds
Empowered Funds
Pennsylvania
$12.3M +$8.6M 4 0.43% Increased
416
UniSuper Management
UniSuper Management
Australia
$12.3M +$12.5M 4 0.14% New
417
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$12M +$420K 3 0.25% Increased
418
Twin Tree Management
Twin Tree Management
Texas
$12M +$6.07M 3 0.02% Increased
419
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$11.8M +$595K 9 0.17% Increased
420
Brookfield Corp
Brookfield Corp
Ontario, Canada
$11.8M -$3.48M 2 0.05% Reduced
421
SI
Sapience Investments
California
$11.8M +$837K 2 2.65% Increased
422
Cambiar Investors
Cambiar Investors
Colorado
$11.6M +$833K 1 0.49% Increased
423
NA
Navellier & Associates
Nevada
$11.5M +$811K 2 2.24% Increased
424
ECM
Engle Capital Management
Connecticut
$11.5M -$8M 1 3.54% Reduced
425
FVCM
F&V Capital Management
Florida
$11.3M -$52.2K 1 3.65% Reduced