← 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$6.24M -$82.2K 6 0.06% Reduced
427
Triodos Investment Management
Triodos Investment Management
Netherlands
$6.24M $0 1 1.26% Maintained
428
FIG
Fortress Investment Group
New York
$6.18M -$766K 1 0.63% Reduced
429
PGGM Investments
PGGM Investments
Netherlands
$6.1M -$23.9M 1 0.03% Reduced
430
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.02M -$5.86M 7 0.05% Reduced
431
Angelo Gordon & Co
Angelo Gordon & Co
New York
$5.99M $0 1 0.56% Maintained
432
Achmea Investment Management
Achmea Investment Management
Netherlands
$5.99M -$2.2M 2 0.25% Reduced
433
DnB Asset Management
DnB Asset Management
Norway
$5.95M -$1.85M 4 0.07% Reduced
434
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.92M +$317K 6 0.05% Increased
435
FL
Fort LP
Maryland
$5.91M +$571K 5 1.19% Increased
436
BAMCO Inc
BAMCO Inc
New York
$5.88M +$5.6M 1 0.02% New
437
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$5.86M -$443K 3 0.1% Reduced
438
CBOA
Commonwealth Bank of Australia
Australia
$5.85M +$1.38M 5 0.06% Increased
439
Bridges Investment Management
Bridges Investment Management
Nebraska
$5.84M -$1.65M 2 0.24% Reduced
440
Quantbot Technologies
Quantbot Technologies
New York
$5.82M -$13.8M 6 0.55% Reduced
441
DZ Bank
DZ Bank
Germany
$5.77M -$411K 2 0.02% Reduced
442
Howard Capital Management (New York)
Howard Capital Management (New York)
New York
$5.75M +$2.17M 1 0.81% Increased
443
WCM
Weld Capital Management
New York
$5.74M +$3.15M 4 1.05% Increased
444
Navellier & Associates
Navellier & Associates
Nevada
$5.72M +$192K 2 0.89% Increased
445
Whittier Trust
Whittier Trust
California
$5.69M -$15K 8 0.17% Reduced
446
T
TOBAM
France
$5.67M +$3M 1 0.29% Increased
447
Atom Investors
Atom Investors
Texas
$5.62M -$6.71M 7 0.48% Reduced
448
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$5.62M -$8.57M 1 0.11% Reduced
449
Nicholas Investment Partners
Nicholas Investment Partners
California
$5.6M +$1.78M 1 0.5% Increased
450
Suntrust Banks
Suntrust Banks
Georgia
$5.54M +$641K 5 0.03% Increased