← 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
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$7.59M -$9.7M 1 0.16% Reduced
427
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$7.51M -$146K 6 0.05% Reduced
428
PEAK6 Investments
PEAK6 Investments
Illinois
$7.48M +$7.49M 3 0.03% New
429
LG
LaFleur & Godfrey
Michigan
$7.4M -$47.1K 1 1.78% Reduced
430
KeyBank National Association
KeyBank National Association
Ohio
$7.37M +$660K 4 0.04% Increased
431
Barings
Barings
North Carolina
$7.35M -$2.3M 5 0.1% Reduced
432
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$7.34M +$933K 7 0.31% Increased
433
PC
Pier Capital
Connecticut
$7.29M +$8.14M 1 0.92% New
434
Truist Financial
Truist Financial
North Carolina
$7.29M -$564K 2 0.13% Reduced
435
Nissay Asset Management
Nissay Asset Management
Japan
$7.25M -$322K 3 0.2% Reduced
436
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$7.22M -$7.53M 7 0.02% Reduced
437
UH
Unigestion Holding
Switzerland
$7.21M -$64.3M 2 0.15% Reduced
438
Creative Planning
Creative Planning
Kansas
$7.16M -$131K 7 0.03% Reduced
439
SCM
SG Capital Management
Illinois
$7.14M +$8.06M 1 1.75% New
440
FIM
Freedom Investment Management
Connecticut
$6.92M -$242K 7 0.43% Reduced
441
EI
EAM Investors
California
$6.88M -$3.82M 3 1.02% Reduced
442
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$6.87M +$3.78M 6 0.05% Increased
443
M&T Bank
M&T Bank
New York
$6.84M +$683K 8 0.03% Increased
444
Zacks Investment Management
Zacks Investment Management
Illinois
$6.84M +$2.76M 2 0.14% Increased
445
Tocqueville Asset Management
Tocqueville Asset Management
New York
$6.81M -$61.1K 2 0.09% Reduced
446
ANI
American National Insurance
Texas
$6.79M $0 1 0.33% Maintained
447
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$6.78M +$11.2K 5 0.2% Increased
448
TCM
Tekla Capital Management
Massachusetts
$6.76M $0 1 0.25% Maintained
449
Pacer Advisors
Pacer Advisors
Pennsylvania
$6.75M +$830K 6 0.25% Increased
450
Advisor Group
Advisor Group
Arizona
$6.62M +$1.66M 13 0.07% Increased