← 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$5.05M +$883K 13 0.07% Increased
502
PSP
Principal Street Partners
Tennessee
$5.02M -$252K 2 1.54% Reduced
503
ARI
Applied Research Investments
Delaware
$5.01M +$851K 1 2.14% Increased
504
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$4.95M -$306K 1 0.28% Reduced
505
GS
Gagnon Securities
New York
$4.94M +$1.08M 1 0.79% Increased
506
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$4.94M +$684K 3 0.23% Increased
507
KPCM
Kings Point Capital Management
New York
$4.88M +$90.2K 2 0.52% Increased
508
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.83M -$6.88M 2 0.03% Reduced
509
Bridges Investment Management
Bridges Investment Management
Nebraska
$4.82M -$254K 2 0.15% Reduced
510
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$4.8M -$4.37M 1 0.05% Reduced
511
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$4.77M -$502K 1 0.04% Reduced
512
HSA
Hussman Strategic Advisors
Maryland
$4.73M -$1.19M 4 1.24% Reduced
513
LBD
Landsberg Bennett & Dubbaneh
Florida
$4.72M -$7.18K 1 0.72% Reduced
514
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$4.71M -$107K 6 0.2% Reduced
515
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.71M -$62.1K 7 0.03% Reduced
516
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$4.71M -$142K 6 0.2% Reduced
517
EWM
Elite Wealth Management
Washington
$4.69M $0 2 0.61% Maintained
518
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$4.68M +$11.1K 2 0.22% Increased
519
GIA
GHP Investment Advisors
Colorado
$4.64M +$67.2K 1 0.44% Increased
520
DCM
Dupont Capital Management
Delaware
$4.61M -$1.68M 7 0.1% Reduced
521
BDWM
Brewin Dolphin Wealth Management
Ireland
$4.61M $0 1 0.78% Maintained
522
Wolverine Trading
Wolverine Trading
Illinois
$4.59M -$2.36M 6 0.01% Reduced
523
ACG
Allen Capital Group
Nebraska
$4.51M -$1.42K 2 1.09% Reduced
524
ING Group
ING Group
Netherlands
$4.47M +$2.39M 3 0.1% Increased
525
AL
AJO LP
Pennsylvania
$4.46M -$63.5M 2 0.46% Reduced