← 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
Czech National Bank
Czech National Bank
Czech Republic
$11.6M +$873K 4 0.13% Increased
402
DSCM
Divisadero Street Capital Management
Florida
$11.6M +$7.58M 1 1.76% Increased
403
1832 Asset Management
1832 Asset Management
Ontario, Canada
$11.5M +$963K 3 0.01% Increased
404
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$11.4M +$15K 5 0.04% Increased
405
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.4M +$697K 9 0.07% Increased
406
Swiss Life Asset Management
Swiss Life Asset Management
$11.3M +$3.18M 4 0.13% Increased
407
Addenda Capital
Addenda Capital
Quebec, Canada
$11.3M +$1.77M 1 0.44% Increased
408
Wealthfront Advisers
Wealthfront Advisers
California
$11.2M -$2.2M 5 0.04% Reduced
409
EP
Edgestream Partners
New Jersey
$11.2M +$1.38M 2 0.54% Increased
410
Quantinno Capital Management
Quantinno Capital Management
New York
$11.2M +$2.37M 5 0.2% Increased
411
Centiva Capital
Centiva Capital
New York
$11.2M +$6.03M 11 0.19% Increased
412
ORI
Oak Ridge Investments
Illinois
$11.1M -$384K 2 1.06% Reduced
413
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$11.1M +$11.3M 1 0.96% New
414
IPW
Inlet Private Wealth
Florida
$11.1M -$112K 2 3.03% Reduced
415
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$11M +$285K 2 0.05% Increased
416
IP
Interval Partners
New York
$11M -$15.3M 1 0.24% Reduced
417
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$11M +$11.4M 1 0.26% Increased
418
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$11M +$2.18M 7 0.11% Increased
419
AE Wealth Management
AE Wealth Management
Kansas
$11M +$11.3M 1 0.11% Increased
420
Channing Capital Management
Channing Capital Management
Illinois
$10.8M +$2.81M 1 0.3% Increased
421
Acadian Asset Management
Acadian Asset Management
Massachusetts
$10.8M +$11.8M 8 0.03% Increased
422
WC
Whitney & Co
New York
$10.8M +$5.15M 1 1.24% Increased
423
SEC
Seven Eight Capital
New York
$10.7M +$10.1M 5 1.12% Increased
424
VanEck Associates
VanEck Associates
New York
$10.7M +$2.31M 6 0.02% Increased
425
Mediolanum International Funds
Mediolanum International Funds
Ireland
$10.7M +$7.39M 2 0.18% Increased
15 16
17
18 19