← 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
CWA Asset Management Group
CWA Asset Management Group
Florida
$5.37M +$4.78M 3 0.49% Increased
502
SGH
Sivik Global Healthcare
Connecticut
$5.35M +$2.78M 1 1.95% Increased
503
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$5.33M +$4.64M 5 0.19% Increased
504
Quantbot Technologies
Quantbot Technologies
New York
$5.29M +$685K 8 0.5% Increased
505
Phocas Financial Corp
Phocas Financial Corp
California
$5.27M +$5.09M 2 0.69% Increased
506
Castleark Management
Castleark Management
Illinois
$5.27M +$4.21M 1 0.19% Increased
507
Perigon Wealth Management
Perigon Wealth Management
California
$5.26M +$368K 1 0.54% Increased
508
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.25M +$317K 8 0.03% Increased
509
Shell Asset Management
Shell Asset Management
Netherlands
$5.21M -$2.43M 7 0.1% Reduced
510
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$5.19M -$1.22M 2 0.51% Reduced
511
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$5.18M -$1.89M 6 0.02% Reduced
512
LMR Partners
LMR Partners
United Kingdom
$5.17M -$1.43M 3 0.13% Reduced
513
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$5.17M +$260K 2 0.03% Increased
514
Carmignac Gestion
Carmignac Gestion
France
$5.15M +$2.6M 1 0.06% Increased
515
BCM
Birch Capital Management
Texas
$5.14M $0 1 3.78% Maintained
516
TPCM
Three Peaks Capital Management
Colorado
$5.06M +$3.48M 2 1.59% Increased
517
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.05M +$552K 3 0.03% Increased
518
TCCM
Timber Creek Capital Management
Massachusetts
$5.03M +$5.07M 4 1.93% Increased
519
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$4.98M +$247K 2 0.65% Increased
520
Cannell & Co
Cannell & Co
New York
$4.95M +$122K 1 0.16% Increased
521
AG
AlphaSimPlex Group
Massachusetts
$4.92M -$844K 4 2.06% Reduced
522
WesBanco Bank
WesBanco Bank
West Virginia
$4.9M +$4.63M 2 0.19% New
523
Pacer Advisors
Pacer Advisors
Pennsylvania
$4.88M -$418K 7 0.09% Reduced
524
HSA
Hussman Strategic Advisors
Maryland
$4.86M -$378K 3 1% Reduced
525
Optimal Asset Management
Optimal Asset Management
California
$4.86M -$1.14M 3 0.63% Reduced