← 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
Westwood Holdings Group
Westwood Holdings Group
Texas
$12M +$4.21M 1 0.1% Increased
402
SAM
Synergy Asset Management
Washington
$11.9M +$2.41M 1 2.14% Increased
403
BGI
BlueDrive Global Investors
United Kingdom
$11.7M -$14.4M 1 20.53% Reduced
404
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$11.6M -$3.69M 11 0.2% Reduced
405
Cambiar Investors
Cambiar Investors
Colorado
$11.5M +$185K 1 0.45% Increased
406
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$11.3M +$10.1M 1 0.36% New
407
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$11.3M -$626K 3 0.44% Reduced
408
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$11.3M -$454K 1 0.51% Reduced
409
Advisors Capital Management
Advisors Capital Management
New Jersey
$11.3M -$1.89M 1 0.23% Reduced
410
Maverick Capital
Maverick Capital
Texas
$11.3M +$113K 3 0.23% Increased
411
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$11.2M +$2.86M 1 0.25% Increased
412
AA
Apriem Advisors
California
$11.2M +$325K 1 1.49% Increased
413
AAM
Ardevora Asset Management
United Kingdom
$11.1M -$11.3M 1 0.99% Reduced
414
Robeco Schweiz
Robeco Schweiz
Switzerland
$11.1M -$12.7M 1 0.19% Reduced
415
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$11.1M -$24.6M 1 0.67% Reduced
416
Simplex Trading
Simplex Trading
Illinois
$11M +$7.58M 12 0.01% Increased
417
Palisade Capital Management
Palisade Capital Management
New Jersey
$10.8M -$1.46M 1 0.29% Reduced
418
Utah Retirement Systems
Utah Retirement Systems
Utah
$10.8M +$175K 6 0.14% Increased
419
Readystate Asset Management
Readystate Asset Management
Illinois
$10.8M +$6.84M 3 0.37% Increased
420
HAIM
Hunter Associates Investment Management
Pennsylvania
$10.7M -$250K 3 1.96% Reduced
421
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.7M +$1.49M 6 0.05% Increased
422
Czech National Bank
Czech National Bank
Czech Republic
$10.6M +$10.4K 4 0.15% Increased
423
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$10.5M +$5.12M 3 0.22% Increased
424
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$10.5M +$1.53M 2 0.43% Increased
425
SLG
Stanley-Laman Group
Pennsylvania
$10.4M +$8.27M 1 1.59% New