← 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
Rockefeller Capital Management
Rockefeller Capital Management
New York
$8.49M +$1.56M 15 0.02% Increased
427
LTAS
Linden Thomas Advisory Services
North Carolina
$8.32M -$3.33K 2 0.84% Reduced
428
Hamlin Capital Management
Hamlin Capital Management
New York
$8.3M +$8.21M 1 0.2% New
429
ALPS Advisors
ALPS Advisors
Colorado
$8.24M -$431K 3 0.05% Reduced
430
Caption Management
Caption Management
Oklahoma
$8.12M +$9.79M 5 0.06% Increased
431
TOTUOP
Trustees of The University of Pennsylvania
Pennsylvania
$8.08M +$7.95M 1 3.97% New
432
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$8.07M -$790K 1 0.07% Reduced
433
DIA
Davidson Investment Advisors
Montana
$8.04M +$120K 1 0.33% Increased
434
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$8M -$1.57M 12 0.01% Reduced
435
TCM
Telos Capital Management
California
$7.97M +$248K 1 0.74% Increased
436
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$7.91M -$9K 9 0.1% Reduced
437
MML Investors Services
MML Investors Services
Massachusetts
$7.84M +$1.07M 8 0.02% Increased
438
Commerce Bank
Commerce Bank
Missouri
$7.82M -$2.59M 7 0.04% Reduced
439
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$7.8M +$10.6M 2 0.11% Increased
440
Winton Group
Winton Group
United Kingdom
$7.79M -$12.9M 6 0.27% Reduced
441
CSM Advisors
CSM Advisors
Pennsylvania
$7.78M -$128K 1 0.21% Reduced
442
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland)
$7.77M +$8.24M 5 0.62% New
443
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$7.77M +$5.44M 1 0.26% Increased
444
&Partners
&Partners
Tennessee
$7.75M +$4.35M 6 0.04% Increased
445
SG
Sienna Gestion
France
$7.75M +$764K 1 0.46% Increased
446
Trillium Asset Management
Trillium Asset Management
Massachusetts
$7.74M -$1.99M 1 0.24% Reduced
447
PPW
Parcion Private Wealth
Washington
$7.74M -$230K 1 0.47% Reduced
448
IMC Chicago
IMC Chicago
Illinois
$7.71M -$954K 5 0% Reduced
449
Ninety One (UK)
Ninety One (UK)
United Kingdom
$7.71M +$7.63M 1 0.02% New
450
Utah Retirement Systems
Utah Retirement Systems
Utah
$7.67M -$263K 4 0.07% Reduced