← 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
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$4.86M +$245K 6 0.31% Increased
427
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$4.86M -$192K 4 0.26% Reduced
428
HA
Heartland Advisors
Wisconsin
$4.85M -$2.54M 1 0.28% Reduced
429
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$4.84M -$21.7K 1 0.36% Reduced
430
WCF
West Coast Financial
California
$4.83M -$75.3K 1 1.55% Reduced
431
QIM
Quantitative Investment Management
Virginia
$4.81M -$5.79M 2 0.16% Reduced
432
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$4.72M +$358K 5 0.04% Increased
433
DTL
Dynamic Technology Lab
Singapore
$4.68M +$3.72M 2 1.25% Increased
434
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$4.65M +$2.07M 5 0.25% Increased
435
Glenmede Trust
Glenmede Trust
Pennsylvania
$4.62M +$163K 7 0.03% Increased
436
Verition Fund Management
Verition Fund Management
Connecticut
$4.6M +$3.76M 3 0.49% Increased
437
EMG
Ellington Management Group
Connecticut
$4.6M +$4.26M 4 1.27% Increased
438
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$4.55M +$2.02M 5 0.02% Increased
439
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$4.55M +$4.48M 1 0.81% New
440
MA
Marshwinds Advisory
Georgia
$4.55M -$55K 3 2.22% Reduced
441
Lazard Asset Management
Lazard Asset Management
New York
$4.54M +$3.78M 1 0.01% Increased
442
SAM
Securian Asset Management
Minnesota
$4.47M -$41.6K 5 0.12% Reduced
443
Whittier Trust
Whittier Trust
California
$4.43M -$7.62K 5 0.19% Reduced
444
Oppenheimer & Co
Oppenheimer & Co
New York
$4.4M -$99.1K 5 0.13% Reduced
445
Robeco Schweiz
Robeco Schweiz
Switzerland
$4.39M -$4.24M 1 0.38% Reduced
446
Vident Investment Advisory
Vident Investment Advisory
Georgia
$4.38M +$2.44M 2 0.58% Increased
447
EWM
Elite Wealth Management
Washington
$4.35M $0 1 7.1% Maintained
448
Bessemer Group
Bessemer Group
New Jersey
$4.33M +$3.61M 6 0.02% Increased
449
HVIA
Hudson Valley Investment Advisors
New York
$4.33M +$40.5K 2 1.34% Increased
450
CC
Cannell & Co
New York
$4.32M +$7.04K 1 0.16% Increased