← 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
476
KeyBank National Association
KeyBank National Association
Ohio
$4.24M +$605K 4 0.02% Increased
477
Simplex Trading
Simplex Trading
Illinois
$4.16M +$1.27M 9 0.01% Increased
478
ClariVest Asset Management
ClariVest Asset Management
California
$4.16M -$27.8K 1 0.09% Reduced
479
Chickasaw Capital Management
Chickasaw Capital Management
Tennessee
$4.14M -$167K 1 0.1% Reduced
480
CI
CPMG Inc
Texas
$4.14M $0 1 0.49% Maintained
481
Brinker Capital
Brinker Capital
Pennsylvania
$4.1M +$237K 3 0.15% Increased
482
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$4.07M -$106K 6 0.18% Reduced
483
BG
Bollard Group
Massachusetts
$4.01M +$12.2K 2 0.14% Increased
484
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$4M -$518K 1 0.57% Reduced
485
Landscape Capital Management
Landscape Capital Management
New Jersey
$3.96M -$1.44M 3 0.32% Reduced
486
PP
Prospector Partners
Connecticut
$3.95M -$112K 1 0.54% Reduced
487
Coastline Trust
Coastline Trust
Rhode Island
$3.93M +$118K 2 0.57% Increased
488
Scotia Capital
Scotia Capital
Ontario, Canada
$3.92M +$2.99K 3 0.05% Increased
489
Maverick Capital
Maverick Capital
Texas
$3.91M +$2.42M 2 0.06% Increased
490
Calamos Advisors
Calamos Advisors
Illinois
$3.9M +$3.06M 2 0.02% Increased
491
TAM
Tiverton Asset Management
Delaware
$3.88M +$1.89M 3 0.14% Increased
492
Intrinsic Edge Capital Management
Intrinsic Edge Capital Management
Illinois
$3.84M -$542K 1 0.46% Reduced
493
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$3.81M -$1.33M 4 0.15% Reduced
494
Fort Baker Capital Management
Fort Baker Capital Management
California
$3.75M +$3.46M 1 2.97% New
495
Quantbot Technologies
Quantbot Technologies
New York
$3.75M -$1.85M 7 0.37% Reduced
496
Tocqueville Asset Management
Tocqueville Asset Management
New York
$3.71M -$20.7K 1 0.05% Reduced
497
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$3.7M +$277K 2 0.61% Increased
498
Cowen Inc
Cowen Inc
New York
$3.68M +$2.82M 1 0.27% Increased
499
Manning & Napier Group
Manning & Napier Group
New York
$3.68M +$1.12M 1 0.04% Increased
500
North Star Asset Management
North Star Asset Management
Wisconsin
$3.62M +$197K 1 0.28% Increased