← 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
AE Wealth Management
AE Wealth Management
Kansas
$12.5M +$1.15M 2 0.11% Increased
402
Addenda Capital
Addenda Capital
Quebec, Canada
$12.4M -$1.11M 1 0.44% Reduced
403
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$12.3M -$1.79M 8 0.1% Reduced
404
MFWM
Motley Fool Wealth Management
Virginia
$12.3M -$304K 1 0.64% Reduced
405
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$12.3M +$777K 4 0.1% Increased
406
Quantbot Technologies
Quantbot Technologies
New York
$12.2M -$2.3M 6 0.45% Reduced
407
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$12.1M -$5.85M 4 0.12% Reduced
408
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$12.1M +$1.44M 4 0.07% Increased
409
GSCM
Greenfield Seitz Capital Management
Texas
$12M -$251K 1 4.57% Reduced
410
Armistice Capital
Armistice Capital
New York
$12M +$9.5M 4 0.16% Increased
411
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$12M +$679K 1 0.12% Increased
412
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12M +$7.51M 5 0.08% Increased
413
New York Life Investment Management
New York Life Investment Management
New York
$11.9M -$417K 5 0.12% Reduced
414
IPW
Inlet Private Wealth
Florida
$11.8M -$380K 2 3.12% Reduced
415
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$11.8M +$120K 9 0.18% Increased
416
Wealthfront Advisers
Wealthfront Advisers
California
$11.8M +$2.24M 5 0.03% Increased
417
WC
Whitney & Co
New York
$11.7M -$1.56M 1 1.22% Reduced
418
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$11.6M +$7.53M 2 0.33% Increased
419
AP
Advisors Preferred
Maryland
$11.6M +$4.27M 2 1.87% Increased
420
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$11.5M +$6.21M 3 0.34% Increased
421
Davenport & Co
Davenport & Co
Virginia
$11.4M -$4.2M 5 0.06% Reduced
422
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$11.3M -$123K 3 0.15% Reduced
423
AA
Apriem Advisors
California
$11.3M -$3.9M 1 1.29% Reduced
424
Zacks Investment Management
Zacks Investment Management
Illinois
$11.3M +$29.6K 3 0.1% Increased
425
Utah Retirement Systems
Utah Retirement Systems
Utah
$11.3M -$54.3K 6 0.12% Reduced