← 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
Seeyond
Seeyond
France
$7.15M +$886K 3 0.86% Increased
477
AustralianSuper
AustralianSuper
Australia
$7.14M +$3.43M 1 0.05% Increased
478
LKIM
Lawson Kroeker Investment Management
Nebraska
$6.94M +$53.1K 2 2.44% Increased
479
CIM
Contravisory Investment Management
Massachusetts
$6.86M +$239K 4 2.29% Increased
480
MAP
Moody Aldrich Partners
Massachusetts
$6.86M +$8M 1 1.41% New
481
SFM
Systematic Financial Management
New Jersey
$6.86M +$1.7M 2 0.25% Increased
482
FNT
First Nebraska Trust
Nebraska
$6.83M -$678K 2 0.98% Reduced
483
HM
HealthCor Management
New York
$6.78M +$7.68M 1 0.85% New
484
Pendal Group
Pendal Group
Australia
$6.7M +$6.99M 1 0.07% New
485
MHP
Manatuck Hill Partners
Connecticut
$6.7M $0 1 3.41% Maintained
486
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$6.64M +$44.4K 4 0.22% Increased
487
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$6.53M +$458K 5 0.3% Increased
488
HCM
Hillman Capital Management
Maryland
$6.48M -$839K 1 2.69% Reduced
489
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$6.43M -$108K 1 1.15% Reduced
490
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$6.41M -$1.42M 3 0.85% Reduced
491
Nissay Asset Management
Nissay Asset Management
Japan
$6.34M +$223K 3 0.07% Increased
492
SG
Stonnington Group
California
$6.34M -$603K 2 1.79% Reduced
493
Richard C. Young & Co
Richard C. Young & Co
Rhode Island
$6.31M +$71.9K 1 0.96% Increased
494
Silverarc Capital Management
Silverarc Capital Management
Massachusetts
$6.26M +$340K 1 2.12% Increased
495
AMI Asset Management
AMI Asset Management
California
$6.25M -$1.1M 2 0.46% Reduced
496
Old National Bancorp
Old National Bancorp
Indiana
$6.24M +$791K 2 0.21% Increased
497
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$6.21M +$1.53M 1 0.43% Increased
498
MML Investors Services
MML Investors Services
Massachusetts
$6.17M -$289K 5 0.05% Reduced
499
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$6.16M -$4.35M 3 0.56% Reduced
500
Inspire Investing
Inspire Investing
Idaho
$6.16M +$1.68M 6 0.87% Increased