← 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
451
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$7.4M +$1.48M 4 0.15% Increased
452
IFM Investors
IFM Investors
Australia
$7.4M +$963K 4 0.2% Increased
453
Vident Investment Advisory
Vident Investment Advisory
Georgia
$7.29M +$1.9M 4 0.25% Increased
454
MLM
Mount Lucas Management
Pennsylvania
$7.27M +$699K 2 2.14% Increased
455
Amalgamated Bank
Amalgamated Bank
New York
$7.26M +$144K 10 0.27% Increased
456
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$7.25M $0 3 0.1% Maintained
457
Manning & Napier Group
Manning & Napier Group
New York
$7.16M +$112K 1 0.06% Increased
458
LCM
LVM Capital Management
Michigan
$7.14M -$43.9K 1 1.16% Reduced
459
TC
TwinBeech Capital
New York
$7.13M +$546K 6 1.04% Increased
460
Advisors Capital Management
Advisors Capital Management
New Jersey
$7.11M +$783K 1 0.25% Increased
461
Fisher Asset Management
Fisher Asset Management
Washington
$7.04M +$31.3K 1 0.01% Increased
462
Madison Asset Management
Madison Asset Management
Wisconsin
$6.96M -$72.9K 1 0.1% Reduced
463
RCC
Red Cedar Capital
Nebraska
$6.92M -$4.84K 2 4.62% Reduced
464
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$6.89M +$1.92M 15 0.07% Increased
465
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$6.84M -$27.4K 7 0.18% Reduced
466
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.84M -$2M 2 0.03% Reduced
467
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.78M -$14.4M 6 0.07% Reduced
468
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$6.73M +$2.7M 1 0.13% Increased
469
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$6.7M +$2.81M 3 0.07% Increased
470
North Star Asset Management
North Star Asset Management
Wisconsin
$6.69M -$10.4K 1 0.4% Reduced
471
WCF
West Coast Financial
California
$6.69M +$37.5K 1 1.16% Increased
472
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$6.68M +$100K 1 0.12% Increased
473
GA
Gagnon Advisors
New York
$6.62M $0 1 2.72% Maintained
474
SCM
Sio Capital Management
New York
$6.6M +$3.5M 1 1.34% Increased
475
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.43M -$940K 4 0.01% Reduced