← 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
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$9.8M -$761K 1 0.34% Reduced
402
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$9.78M -$15.8M 8 0.02% Reduced
403
Ossiam
Ossiam
France
$9.76M -$562K 5 0.13% Reduced
404
BCM
Birch Capital Management
Texas
$9.73M -$359K 1 4.96% Reduced
405
LTAS
Linden Thomas Advisory Services
North Carolina
$9.65M +$199K 2 0.98% Increased
406
CFIA
Cantor Fitzgerald Investment Advisors
New York
$9.55M +$3.27M 1 0.65% Increased
407
QAM
QSM Asset Management
United Kingdom
$9.52M +$4.26M 1 6.8% Increased
408
ALPS Advisors
ALPS Advisors
Colorado
$9.42M +$8.01M 3 0.05% Increased
409
Voleon Capital Management
Voleon Capital Management
California
$9.42M +$12M 3 0.23% Increased
410
MGWM
Marks Group Wealth Management
Minnesota
$9.39M -$463K 1 0.87% Reduced
411
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$9.3M +$294K 1 0.07% Increased
412
OP Asset Management
OP Asset Management
$9.21M -$1.15M 4 0.12% Reduced
413
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$9.13M +$2.58M 3 0.15% Increased
414
RB
Rodgers Brothers
Pennsylvania
$9.12M -$8.61M 2 1.12% Reduced
415
TAIM
Te Ahumairangi Investment Management
New Zealand
$9.1M +$1.32M 1 1.55% Increased
416
PPW
Parcion Private Wealth
Washington
$9.04M -$134K 1 0.56% Reduced
417
DSCM
Divisadero Street Capital Management
Florida
$9.04M +$2.03M 6 0.39% Increased
418
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$9.02M +$1.21M 9 0.12% Increased
419
Wolverine Trading
Wolverine Trading
Illinois
$9M +$3.25M 8 0.01% Increased
420
IFM Investors
IFM Investors
Australia
$8.98M -$1.89M 2 0.08% Reduced
421
TGM
Tenzing Global Management
California
$8.97M +$6.01M 1 4.93% Increased
422
Utah Retirement Systems
Utah Retirement Systems
Utah
$8.96M -$1.05M 5 0.09% Reduced
423
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$8.94M -$424K 5 0.03% Reduced
424
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$8.88M -$572K 10 0.08% Reduced
425
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$8.82M -$107K 2 0.1% Reduced