← 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
KFO
Kopp Family Office
Minnesota
$8.67M $0 1 5.52% Maintained
477
WCF
West Coast Financial
California
$8.66M -$78.2K 1 0.95% Reduced
478
HWM
HFR Wealth Management
New York
$8.66M +$183K 1 2.1% Increased
479
FMI
F/M Investments
District of Columbia
$8.49M -$4.64M 1 0.27% Reduced
480
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$8.49M +$510K 6 0.08% Increased
481
ICM
Invenomic Capital Management
Massachusetts
$8.49M +$8M 1 0.47% New
482
AustralianSuper
AustralianSuper
Australia
$8.45M $0 2 0.04% Maintained
483
SP
Solel Partners
Massachusetts
$8.41M $0 1 1.65% Maintained
484
Advisors Asset Management
Advisors Asset Management
Colorado
$8.36M +$1.6M 5 0.15% Increased
485
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$8.3M +$216K 10 0.17% Increased
486
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$8.3M -$6.54M 3 0.27% Reduced
487
Sanctuary Advisors
Sanctuary Advisors
Indiana
$8.3M +$5.31M 5 0.05% Increased
488
CM
Capital Management
Virginia
$8.26M +$369K 1 1.47% Increased
489
FNT
First Nebraska Trust
Nebraska
$8.18M +$1.18M 2 0.8% Increased
490
ACB
Aristotle Capital Boston
Massachusetts
$8.12M +$77.7K 1 0.27% Increased
491
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$8.12M +$1.82M 2 0.14% Increased
492
OPCM
Osborne Partners Capital Management
California
$8.06M +$444K 1 0.46% Increased
493
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$8.02M +$6.91M 4 0.16% Increased
494
XTX Topco
XTX Topco
Cayman Islands
$7.96M -$2.69M 11 0.58% Reduced
495
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$7.9M -$1.95M 4 0.02% Reduced
496
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$7.89M -$8.71M 12 0.01% Reduced
497
TCM
Telos Capital Management
California
$7.88M +$82K 3 0.83% Increased
498
TAIM
Te Ahumairangi Investment Management
New Zealand
$7.85M +$73.9K 1 1.39% Increased
499
Becker Capital Management
Becker Capital Management
Oregon
$7.79M +$127K 1 0.25% Increased
500
PPW
Parcion Private Wealth
Washington
$7.79M +$263K 1 0.65% Increased