← 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
Yousif Capital Management
Yousif Capital Management
Michigan
$9.29M +$991K 9 0.11% Increased
402
Mutual of America Capital Management
Mutual of America Capital Management
New York
$9.22M -$492K 6 0.1% Reduced
403
NAM
NorthCrest Asset Manangement
Minnesota
$9.2M -$4.77M 2 0.29% Reduced
404
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$9.17M $0 1 0.1% Maintained
405
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$9.15M +$8.15M 12 0.02% Increased
406
Daiwa Securities Group
Daiwa Securities Group
Japan
$9.01M +$276K 3 0.03% Increased
407
Panagora Asset Management
Panagora Asset Management
Massachusetts
$8.99M -$4.11M 4 0.03% Reduced
408
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$8.82M -$3.27M 5 0.13% Reduced
409
New York Life Investment Management
New York Life Investment Management
New York
$8.71M -$340K 3 0.07% Reduced
410
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$8.67M +$2.33M 3 0.08% Increased
411
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$8.63M +$7.07M 3 0.1% Increased
412
CIA
Capital Impact Advisors
Massachusetts
$8.54M -$30.2M 1 3.45% Reduced
413
Glenmede Trust
Glenmede Trust
Pennsylvania
$8.36M -$5.2M 7 0.04% Reduced
414
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$8.3M +$1.75M 7 0.07% Increased
415
Bessemer Group
Bessemer Group
New Jersey
$8.27M +$1.24M 13 0.01% Increased
416
CastleKnight Management
CastleKnight Management
New York
$8.25M +$8.99M 2 0.14% Increased
417
LTAS
Linden Thomas Advisory Services
North Carolina
$8.25M +$564K 2 0.79% Increased
418
CIP
Champlain Investment Partners
Vermont
$8.2M -$22.7M 1 0.1% Reduced
419
NAM
Nutshell Asset Management
United Kingdom
$8.18M +$9.08M 1 4.44% New
420
DnB Asset Management
DnB Asset Management
Norway
$8.15M +$1.43M 4 0.03% Increased
421
TCM
Telos Capital Management
California
$8.04M +$680K 1 0.77% Increased
422
ClearBridge Investments
ClearBridge Investments
New York
$8.02M -$493K 2 0.01% Reduced
423
USS Investment Management
USS Investment Management
United Kingdom
$7.97M -$8.74M 2 0.03% Reduced
424
Vident Advisory
Vident Advisory
Georgia
$7.97M +$3.96M 8 0.07% Increased
425
CFIA
Cantor Fitzgerald Investment Advisors
New York
$7.94M +$1.12M 1 0.59% Increased