← 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
BCM
Birch Capital Management
Texas
$5.09M $0 1 4.76% Maintained
477
MML Investors Services
MML Investors Services
Massachusetts
$5.08M +$67.9K 4 0.07% Increased
478
Norinchukin Bank
Norinchukin Bank
Japan
$5.05M -$65.3K 4 0.09% Reduced
479
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.01M +$2.74M 1 0.14% Increased
480
CCP
Cunning Capital Partners
North Carolina
$4.98M -$1.64M 1 3.51% Reduced
481
EF
Exeter Financial
Arizona
$4.97M $0 2 4.14% Maintained
482
Bridges Investment Management
Bridges Investment Management
Nebraska
$4.94M $0 2 0.18% Maintained
483
ACM
Aubrey Capital Management
United Kingdom
$4.91M +$67.1K 1 2.2% Increased
484
FA
Friess Associates
Delaware
$4.89M -$8.39M 2 0.46% Reduced
485
Wealthfront Advisers
Wealthfront Advisers
California
$4.89M -$1.09M 4 0.04% Reduced
486
KTA
Keeley-Teton Advisors
Illinois
$4.88M -$55.2K 2 0.77% Reduced
487
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$4.82M +$3.12M 4 0.12% Increased
488
CIM
Contrarius Investment Management
Jersey
$4.82M -$718K 1 0.46% Reduced
489
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.8M -$400K 7 0.09% Reduced
490
UH
Unigestion Holding
Switzerland
$4.79M -$60.2M 1 0.16% Reduced
491
Perigon Wealth Management
Perigon Wealth Management
California
$4.75M +$131K 1 0.75% Increased
492
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$4.72M -$433K 5 0.24% Reduced
493
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.68M +$195K 6 0.04% Increased
494
Oppenheimer & Co
Oppenheimer & Co
New York
$4.67M +$1.81M 4 0.12% Increased
495
IFM Investors
IFM Investors
Australia
$4.61M -$1.58M 4 0.24% Reduced
496
Wolverine Asset Management
Wolverine Asset Management
Illinois
$4.61M -$3.21M 2 0.05% Reduced
497
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$4.6M -$590K 4 0.16% Reduced
498
Wolverine Trading
Wolverine Trading
Illinois
$4.6M -$1.41M 5 0.01% Reduced
499
Holocene Advisors
Holocene Advisors
New York
$4.59M -$3.68M 3 0.04% Reduced
500
KPCM
Kings Point Capital Management
New York
$4.56M +$92.8K 3 0.66% Increased