← 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
TCM
Tributary Capital Management
Nebraska
$12M +$11.4M 2 1.05% Increased
402
Osaic Holdings
Osaic Holdings
Arizona
$12M -$969K 20 0.03% Reduced
403
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$11.9M +$614K 5 0.1% Increased
404
Trillium Asset Management
Trillium Asset Management
Massachusetts
$11.8M -$144K 1 0.34% Reduced
405
WC
Whitney & Co
New York
$11.7M +$349K 1 1.25% Increased
406
GSCM
Greenfield Seitz Capital Management
Texas
$11.6M -$148K 1 4.43% Reduced
407
LMR Partners
LMR Partners
United Kingdom
$11.6M -$27.2M 2 0.11% Reduced
408
CB
Cadence Bank
Mississippi
$11.5M +$2.56M 2 0.82% Increased
409
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$11.5M +$64.5K 10 0.17% Increased
410
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$11.5M +$849K 4 0.2% Increased
411
WCM Investment Management
WCM Investment Management
California
$11.5M +$3.1M 1 0.03% Increased
412
IEQ Capital
IEQ Capital
California
$11.4M -$13.4M 4 0.09% Reduced
413
Stephens Inc
Stephens Inc
Arkansas
$11.4M -$1.54M 3 0.17% Reduced
414
MFWM
Motley Fool Wealth Management
Virginia
$11.3M -$918K 1 0.67% Reduced
415
Winton Group
Winton Group
United Kingdom
$11.3M +$764K 6 0.69% Increased
416
SummitTX Capital
SummitTX Capital
Texas
$11.3M +$11.9M 4 0.49% New
417
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$11.3M +$1.1M 1 0.12% Increased
418
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$11.2M +$954K 8 0.16% Increased
419
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$11.2M -$1.29M 3 0.05% Reduced
420
Daiwa Securities Group
Daiwa Securities Group
Japan
$11.1M +$894K 6 0.05% Increased
421
Wealthfront Advisers
Wealthfront Advisers
California
$11.1M -$237K 5 0.03% Reduced
422
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$11.1M +$26.1K 3 0.15% Increased
423
New York Life Investment Management
New York Life Investment Management
New York
$11M -$242K 5 0.11% Reduced
424
SIM
SW Investment Management
Colorado
$11M $0 1 3.43% Maintained
425
Alyeska Investment Group
Alyeska Investment Group
Illinois
$10.9M -$16.2M 1 0.04% Reduced