← 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
501
Private Advisor Group
Private Advisor Group
New Jersey
$3.61M -$485K 3 0.07% Reduced
502
EWM
Elite Wealth Management
Washington
$3.6M $0 2 4.87% Maintained
503
Dean Investment Associates
Dean Investment Associates
Ohio
$3.57M -$4.52M 2 0.51% Reduced
504
World Asset Management
World Asset Management
Michigan
$3.56M -$137K 5 0.17% Reduced
505
OI
Oakbrook Investments
Illinois
$3.55M -$736K 4 0.21% Reduced
506
All Terrain Financial Advisors
All Terrain Financial Advisors
Minnesota
$3.51M -$14.5K 2 1.2% Reduced
507
Mangrove Partners
Mangrove Partners
Connecticut
$3.5M $0 1 0.4% Maintained
508
SI
Sapience Investments
California
$3.47M +$444K 1 0.47% Increased
509
GAM Holding
GAM Holding
Switzerland
$3.44M -$153K 3 0.13% Reduced
510
CA
Continental Advisors
Utah
$3.36M +$477K 1 1.9% Increased
511
3C
361 Capital
Colorado
$3.34M +$959K 2 0.59% Increased
512
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.34M +$12.3K 6 0.06% Increased
513
IFM Investors
IFM Investors
Australia
$3.32M +$372K 4 0.19% Increased
514
EP
Elkfork Partners
Oregon
$3.32M -$3.05M 4 0.08% Reduced
515
Westchester Capital Management (New York)
Westchester Capital Management (New York)
New York
$3.3M $0 1 0.11% Maintained
516
Telos Capital Management
Telos Capital Management
California
$3.29M +$105K 1 0.96% Increased
517
Evercore Wealth Management
Evercore Wealth Management
New York
$3.26M -$3.96M 1 0.1% Reduced
518
Banco Santander
Banco Santander
Spain
$3.24M -$9.8M 1 0.03% Reduced
519
SKK
Shepherd Kaplan Krochuk
Massachusetts
$3.23M +$1.12M 1 2.28% Increased
520
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$3.22M -$135K 7 0.16% Reduced
521
Holocene Advisors
Holocene Advisors
New York
$3.22M -$1.07M 5 0.04% Reduced
522
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$3.21M -$54.5K 3 0.59% Reduced
523
PVH
Psagot Value Holdings
Israel
$3.2M -$1.66M 1 0.13% Reduced
524
Element Capital Management
Element Capital Management
New York
$3.17M -$10.9M 2 0.22% Reduced
525
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$3.14M +$2.91M 1 0.35% New