← 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
PP
PDT Partners
New York
$10.8M -$1.21M 3 0.77% Reduced
427
EP
Edgestream Partners
New Jersey
$10.7M +$2.94M 4 0.36% Increased
428
Swiss Life Asset Management
Swiss Life Asset Management
$10.7M -$6.68M 4 0.08% Reduced
429
Vident Advisory
Vident Advisory
Georgia
$10.7M +$4.51M 8 0.16% Increased
430
NRD
Nebula Research & Development
New York
$10.6M +$7.77M 6 0.98% Increased
431
IFM Investors
IFM Investors
Australia
$10.6M -$2.14M 3 0.12% Reduced
432
Robeco Schweiz
Robeco Schweiz
Switzerland
$10.6M $0 1 0.26% Maintained
433
HI
Hendershot Investments
Virginia
$10.5M +$321K 1 1.43% Increased
434
Fisher Asset Management
Fisher Asset Management
Washington
$10.4M +$801K 1 0% Increased
435
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$10.4M -$3.2M 19 0.04% Reduced
436
DnB Asset Management
DnB Asset Management
Norway
$10.2M -$2.39M 3 0.05% Reduced
437
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$10.2M -$149K 11 0.2% Reduced
438
BL
BFSG LLC
California
$10.2M -$101K 4 1.24% Reduced
439
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$10.1M +$3.97M 5 0.04% Increased
440
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$10.1M -$2.74M 1 0.34% Reduced
441
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$10M -$1.87M 3 0.06% Reduced
442
Inspire Investing
Inspire Investing
Idaho
$9.98M +$858K 6 1.19% Increased
443
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$9.96M -$1.81M 4 0.12% Reduced
444
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$9.95M -$151K 6 0.03% Reduced
445
Utah Retirement Systems
Utah Retirement Systems
Utah
$9.91M -$831K 6 0.11% Reduced
446
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$9.7M +$572K 2 0.18% Increased
447
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$9.63M $0 1 0.16% Maintained
448
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$9.58M -$2.85M 7 0.12% Reduced
449
Hantz Financial Services
Hantz Financial Services
Michigan
$9.55M -$351K 7 0.17% Reduced
450
Huntington National Bank
Huntington National Bank
Ohio
$9.53M -$468K 16 0.07% Reduced
16 17
18
19 20