← 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
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$11.2M +$1.63M 7 0.2% Increased
427
NWM
Nicola Wealth Management
British Columbia, Canada
$11.2M +$5.02M 1 1.06% Increased
428
Huntington National Bank
Huntington National Bank
Ohio
$11.2M +$132K 15 0.08% Increased
429
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$11.2M -$163K 11 0.21% Reduced
430
Brookstone Capital Management
Brookstone Capital Management
Illinois
$11.1M +$1.77M 1 0.16% Increased
431
VanEck Associates
VanEck Associates
New York
$11M +$553K 5 0.01% Increased
432
Winton Group
Winton Group
United Kingdom
$11M -$3.98M 4 0.73% Reduced
433
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$10.9M -$18.5M 1 0.05% Reduced
434
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$10.9M +$2.8M 4 0.22% Increased
435
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$10.8M -$432K 1 0.78% Reduced
436
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$10.8M +$436K 3 0.22% Increased
437
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$10.7M -$6.29M 10 0.36% Reduced
438
Commerce Bank
Commerce Bank
Missouri
$10.7M -$197K 5 0.07% Reduced
439
BCM
Bronte Capital Management
Australia
$10.7M -$7.84M 1 0.84% Reduced
440
Robeco Schweiz
Robeco Schweiz
Switzerland
$10.7M -$1.32M 1 0.23% Reduced
441
Daiwa Securities Group
Daiwa Securities Group
Japan
$10.7M +$615K 6 0.05% Increased
442
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$10.6M +$11.5M 3 0.04% Increased
443
Mercer Global Advisors
Mercer Global Advisors
Colorado
$10.6M +$381K 7 0.03% Increased
444
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$10.6M +$67.5K 6 0.03% Increased
445
LI
Leeward Investments
Massachusetts
$10.5M +$3.42M 1 0.52% Increased
446
HI
Hendershot Investments
Virginia
$10.4M +$220K 1 1.42% Increased
447
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$10.4M -$221K 8 0.15% Reduced
448
BL
BFSG LLC
California
$10.4M +$5.25M 5 1.21% Increased
449
GCP
GSA Capital Partners
United Kingdom
$10.3M +$1.63M 7 0.76% Increased
450
WCM Investment Management
WCM Investment Management
California
$10.3M +$10.8M 1 0.02% New