← 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
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$12.1M +$870K 6 0.04% Increased
402
Becker Capital Management
Becker Capital Management
Oregon
$12.1M -$680K 1 0.42% Reduced
403
Simplex Trading
Simplex Trading
Illinois
$12.1M +$87.8K 11 0.01% Increased
404
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$12M +$7.23M 9 0.03% Increased
405
LI
Leeward Investments
Massachusetts
$12M -$2.15M 1 0.53% Reduced
406
RB
Rodgers Brothers
Pennsylvania
$12M +$8.66M 2 1.64% Increased
407
IPW
Inlet Private Wealth
Florida
$11.9M +$61.4K 2 3.32% Increased
408
INTECH Investment Management
INTECH Investment Management
Florida
$11.8M -$9.68M 4 0.17% Reduced
409
SP
Solel Partners
Massachusetts
$11.8M $0 1 1.95% Maintained
410
Utah Retirement Systems
Utah Retirement Systems
Utah
$11.7M -$134K 5 0.14% Reduced
411
CIBC World Markets
CIBC World Markets
New York
$11.7M +$3.16M 4 0.08% Increased
412
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.7M $0 1 0.61% Maintained
413
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$11.6M +$10.3M 2 0.7% Increased
414
Czech National Bank
Czech National Bank
Czech Republic
$11.6M +$39.5K 4 0.15% Increased
415
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$11.6M +$1.55M 4 0.1% Increased
416
BGI
BlueDrive Global Investors
United Kingdom
$11.5M $0 1 19.28% Maintained
417
ACB
Aristotle Capital Boston
Massachusetts
$11.5M -$296K 1 0.35% Reduced
418
Inspire Investing
Inspire Investing
Idaho
$11.5M +$2.13M 7 1.18% Increased
419
MML Investors Services
MML Investors Services
Massachusetts
$11.5M +$2.94M 9 0.05% Increased
420
Cambiar Investors
Cambiar Investors
Colorado
$11.4M +$70K 1 0.42% Increased
421
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$11.3M -$401K 3 0.42% Reduced
422
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$11.3M +$383K 1 0.6% Increased
423
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$11.3M +$83.9K 2 0.05% Increased
424
DnB Asset Management
DnB Asset Management
Norway
$11.1M -$1.9M 4 0.06% Reduced
425
GSCM
Greenfield Seitz Capital Management
Texas
$11.1M -$527K 1 4.15% Reduced