← 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
426
KeyBank National Association
KeyBank National Association
Ohio
$4.18M -$22.9M 4 0.03% Reduced
427
TCM
Tributary Capital Management
Nebraska
$4.16M +$865K 1 0.86% Increased
428
MIS
Morningstar Investment Services
Illinois
$4.16M +$786K 1 0.36% Increased
429
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$4.14M +$2.2M 1 0.14% Increased
430
RC
Roundview Capital
New Jersey
$4.13M +$4.26M 2 2.15% New
431
DIS
Diversified Investment Strategies
Louisiana
$4.09M +$4.41M 1 3.33% New
432
CCIA
Campbell & Co Investment Adviser
Maryland
$4.09M +$1.97M 1 0.8% Increased
433
Whitebox Advisors
Whitebox Advisors
Minnesota
$4.05M +$4.13M 3 0.21% New
434
WCF
West Coast Financial
California
$4.05M -$141K 1 2.24% Reduced
435
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.01M +$398K 5 0.07% Increased
436
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$4.01M -$2.33M 1 0.38% Reduced
437
NCM
Novare Capital Management
North Carolina
$4.01M +$429K 1 1.25% Increased
438
AAM
Aston Asset Management
Illinois
$4M -$515K 1 1.09% Reduced
439
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$3.99M +$3.33M 2 0.35% Increased
440
RA
Rational Advisors
New York
$3.96M -$176K 3 0.3% Reduced
441
Scout Investments
Scout Investments
Missouri
$3.92M +$1.13M 1 0.03% Increased
442
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$3.9M -$7.63M 2 0.16% Reduced
443
QIM
Quantitative Investment Management
Virginia
$3.8M +$2.52M 2 0.34% Increased
444
GC
Globeflex Capital
California
$3.79M -$5.87M 2 0.49% Reduced
445
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$3.78M +$3.43M 1 0.15% Increased
446
Veritable
Veritable
Delaware
$3.77M +$927K 5 0.09% Increased
447
AL
Airain Ltd
Guernsey
$3.76M +$3.58M 1 0.7% Increased
448
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.74M -$1.3M 1 0.03% Reduced
449
EULAV Asset Management
EULAV Asset Management
Florida
$3.69M -$2.38M 5 0.21% Reduced
450
AIC
Ambs Investment Counsel
Michigan
$3.68M -$1.65M 1 2.2% Reduced