← 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
Perigon Wealth Management
Perigon Wealth Management
California
$6.7M +$576K 1 0.14% Increased
477
ET
Entropy Technologies
New York
$6.65M -$2.18M 3 0.5% Reduced
478
Oak Ridge Investments
Oak Ridge Investments
Illinois
$6.64M -$182K 2 0.43% Reduced
479
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$6.64M -$65.3K 6 0.05% Reduced
480
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$6.64M -$982K 9 0.11% Reduced
481
QRG Capital Management
QRG Capital Management
Illinois
$6.58M -$18.5M 3 0.08% Reduced
482
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$6.56M -$2.23M 2 0.04% Reduced
483
SIA
SGL Investment Advisors
Montana
$6.56M +$1.1M 2 2.73% Increased
484
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$6.49M +$4.83M 3 0.01% Increased
485
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$6.48M $0 1 0.59% Maintained
486
Rafferty Asset Management
Rafferty Asset Management
New York
$6.41M +$152K 4 0.02% Increased
487
Anson Funds Management
Anson Funds Management
Texas
$6.34M -$1.35M 1 0.57% Reduced
488
Lido Advisors
Lido Advisors
California
$6.32M +$4.99M 4 0.02% Increased
489
EAM
Eukles Asset Management
Ohio
$6.26M -$35.6K 1 2.44% Reduced
490
Meyer Handelman Company
Meyer Handelman Company
New York
$6.2M -$2.5M 3 0.2% Reduced
491
M&T Bank
M&T Bank
New York
$6.2M -$9.7M 5 0.02% Reduced
492
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$6.2M -$593K 3 0.08% Reduced
493
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$6.09M -$649K 4 0.05% Reduced
494
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$6.06M +$25.7K 2 0.03% Increased
495
TC
Towle & Co
Colorado
$5.99M +$3.34M 1 1.51% Increased
496
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$5.95M -$1.59M 1 0.04% Reduced
497
Wolverine Asset Management
Wolverine Asset Management
Illinois
$5.94M +$2.5M 4 0.04% Increased
498
BOK Financial
BOK Financial
Oklahoma
$5.89M -$207K 6 0.09% Reduced
499
Nissay Asset Management
Nissay Asset Management
Japan
$5.84M -$1.3M 2 0.03% Reduced
500
Arax Advisory Partners
Arax Advisory Partners
Colorado
$5.83M +$5.87M 16 0.08% Increased