← 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
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$4.79M -$769K 2 0.09% Reduced
477
NWM
Nicola Wealth Management
British Columbia, Canada
$4.76M -$490K 2 0.68% Reduced
478
Vident Investment Advisory
Vident Investment Advisory
Georgia
$4.74M -$1.35M 4 0.24% Reduced
479
Bridges Investment Management
Bridges Investment Management
Nebraska
$4.73M -$317K 2 0.16% Reduced
480
FA
Friess Associates
Delaware
$4.73M -$1.12M 2 0.41% Reduced
481
Oppenheimer & Co
Oppenheimer & Co
New York
$4.72M +$83.5K 4 0.12% Increased
482
KPCM
Kings Point Capital Management
New York
$4.71M +$94.7K 3 0.59% Increased
483
AGAM
Avalon Global Asset Management
California
$4.64M $0 1 1.25% Maintained
484
NCGI
Next Century Growth Investors
Minnesota
$4.63M -$1.33M 1 0.48% Reduced
485
RC
Rovin Capital
Arizona
$4.59M +$73.4K 1 4.33% Increased
486
BCM
Birch Capital Management
Texas
$4.54M $0 1 3.95% Maintained
487
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.5M +$1.51M 8 0.01% Increased
488
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$4.48M +$11.9K 2 0.31% Increased
489
CIM
Contrarius Investment Management
Jersey
$4.45M +$1.08M 1 0.39% Increased
490
CCP
Cunning Capital Partners
North Carolina
$4.45M $0 1 2.81% Maintained
491
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$4.39M -$5.91K 5 0.2% Reduced
492
Barings
Barings
North Carolina
$4.37M +$426K 4 0.1% Increased
493
EGI
EAM Global Investors
California
$4.33M +$1.27M 2 1.59% Increased
494
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$4.3M -$71.8K 2 0.22% Reduced
495
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.29M -$875K 6 0.03% Reduced
496
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$4.27M -$2.31M 1 0.05% Reduced
497
EWM
Elite Wealth Management
Washington
$4.27M $0 2 0.59% Maintained
498
Perigon Wealth Management
Perigon Wealth Management
California
$4.23M -$5.17K 1 0.59% Reduced
499
EVC
Eidelman Virant Capital
Missouri
$4.19M +$2.56M 2 2.31% Increased
500
PAA
Peregrine Asset Advisers
Oregon
$4.17M +$1.1M 1 2.29% Increased