← 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
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$8.51M -$5.14M 8 0.26% Reduced
452
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$8.49M -$49.3K 11 0.15% Reduced
453
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$8.49M -$1.8M 3 0.05% Reduced
454
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$8.48M -$480K 2 0.11% Reduced
455
TAIM
Te Ahumairangi Investment Management
New Zealand
$8.38M +$2.34M 1 1.5% Increased
456
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$8.36M +$9.57M 1 0.06% New
457
Burney Company
Burney Company
Virginia
$8.32M -$4.31M 1 0.28% Reduced
458
Huntington National Bank
Huntington National Bank
Ohio
$8.23M -$14.1K 15 0.05% Reduced
459
OTL
Oak Thistle LLC
New York
$8.11M +$9.13M 3 1.19% New
460
Rockefeller Capital Management
Rockefeller Capital Management
New York
$8.06M -$2.45M 3 0.02% Reduced
461
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$7.99M +$65.3K 12 0.01% Increased
462
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$7.94M -$2.04M 5 0.03% Reduced
463
TCM
Telos Capital Management
California
$7.93M -$199K 1 0.81% Reduced
464
CIBC World Markets
CIBC World Markets
New York
$7.88M -$4.82M 6 0.05% Reduced
465
Zacks Investment Management
Zacks Investment Management
Illinois
$7.86M +$872K 4 0.07% Increased
466
QOP
Quinn Opportunity Partners
Virginia
$7.78M +$3.24M 5 0.65% Increased
467
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$7.78M -$286K 12 0.03% Reduced
468
GHAM
Gilman Hill Asset Management
Connecticut
$7.72M +$470K 1 1.26% Increased
469
BBA
Baader Bank Aktiengesellschaft
Germany
$7.69M -$50.3K 1 0.55% Reduced
470
LI
Leeward Investments
Massachusetts
$7.68M -$165K 1 0.41% Reduced
471
Pinnacle Associates
Pinnacle Associates
New York
$7.68M -$800K 1 0.11% Reduced
472
Robeco Schweiz
Robeco Schweiz
Switzerland
$7.67M -$629K 1 0.18% Reduced
473
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$7.65M -$1.76M 2 0.03% Reduced
474
ACB
Aristotle Capital Boston
Massachusetts
$7.65M +$318K 1 0.39% Increased
475
USS Investment Management
USS Investment Management
United Kingdom
$7.6M -$1.95M 1 0.05% Reduced