← 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
WBC
Westpac Banking Corp
Australia
$4.95M +$912K 4 0.09% Increased
427
FNT
First Nebraska Trust
Nebraska
$4.94M +$77.2K 2 1.09% Increased
428
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$4.93M +$2.96M 3 0.28% Increased
429
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$4.9M -$1.19M 6 0.04% Reduced
430
KeyBank National Association
KeyBank National Association
Ohio
$4.87M -$425K 3 0.03% Reduced
431
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$4.86M +$2.93M 2 0.19% Increased
432
BCV
Banque Cantonale Vaudoise
Switzerland
$4.85M +$468K 4 0.41% Increased
433
Verition Fund Management
Verition Fund Management
Connecticut
$4.84M +$1.23M 2 0.19% Increased
434
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$4.84M +$2.36M 5 0.27% Increased
435
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$4.83M $0 3 0.19% Maintained
436
Walleye Trading
Walleye Trading
New York
$4.82M -$5.4M 7 0.04% Reduced
437
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$4.8M -$461K 5 0.02% Reduced
438
SH
SeaTown Holdings
Singapore
$4.79M +$5.18M 1 0.96% New
439
FAT
First American Trust
California
$4.77M +$67K 1 1.17% Increased
440
Advisors Asset Management
Advisors Asset Management
Colorado
$4.66M +$477K 5 0.11% Increased
441
North Star Asset Management
North Star Asset Management
Wisconsin
$4.64M +$350K 1 0.45% Increased
442
Wolverine Trading
Wolverine Trading
Illinois
$4.63M -$3.13M 5 0.01% Reduced
443
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$4.62M -$235K 3 0.09% Reduced
444
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$4.59M +$5.91M 2 0.05% New
445
QIM
Quantitative Investment Management
Virginia
$4.59M +$5.59M 5 0.5% New
446
CT
Coastline Trust
Rhode Island
$4.58M -$255K 2 0.83% Reduced
447
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$4.5M -$6.51M 7 0.4% Reduced
448
Vident Investment Advisory
Vident Investment Advisory
Georgia
$4.46M -$728K 4 0.29% Reduced
449
Mercer Global Advisors
Mercer Global Advisors
Colorado
$4.42M +$4.09M 4 0.1% Increased
450
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$4.4M -$144K 4 0.18% Reduced