← 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
TCW Group
TCW Group
California
$7.21M +$7.31M 1 0.06% New
502
HCM
Hodges Capital Management
Texas
$7.21M +$30.4K 1 0.48% Increased
503
LMR Partners
LMR Partners
United Kingdom
$7.18M -$2.24M 2 0.06% Reduced
504
Mercer Global Advisors
Mercer Global Advisors
Colorado
$7.17M +$4.77M 8 0.02% Increased
505
FNT
First Nebraska Trust
Nebraska
$7.15M +$102K 2 0.74% Increased
506
AWP
Ascent Wealth Partners
New York
$6.99M +$5.81M 2 1.02% Increased
507
Tidal Investments
Tidal Investments
Wisconsin
$6.92M +$629K 6 0.09% Increased
508
GTS Securities
GTS Securities
Florida
$6.91M -$296K 4 0.01% Reduced
509
CM
Capital Management
Virginia
$6.88M -$808K 1 1.38% Reduced
510
WCF
West Coast Financial
California
$6.86M -$109K 1 0.81% Reduced
511
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$6.85M +$325K 10 0.13% Increased
512
Advisory Services Network
Advisory Services Network
Georgia
$6.82M +$1.01M 6 0.14% Increased
513
AP
AlpInvest Partners
Netherlands
$6.8M $0 1 2.44% Maintained
514
TC
TownSquare Capital
Utah
$6.79M +$212K 3 0.09% Increased
515
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$6.66M +$400K 4 0.07% Increased
516
SCA
Snowden Capital Advisors
New York
$6.61M +$287K 3 0.2% Increased
517
CCIA
Campbell & Co Investment Adviser
Maryland
$6.6M +$541K 8 0.56% Increased
518
TAIM
Te Ahumairangi Investment Management
New Zealand
$6.6M -$1.35M 1 1.27% Reduced
519
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.57M -$3.98M 1 0.02% Reduced
520
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$6.56M +$706K 6 0.06% Increased
521
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$6.56M +$4.9M 5 0.15% Increased
522
ET
Equitable Trust
Tennessee
$6.4M +$7.7K 2 0.44% Increased
523
GIA
GHP Investment Advisors
Colorado
$6.34M +$58.9K 6 0.32% Increased
524
Barings
Barings
North Carolina
$6.3M $0 1 0.15% Maintained
525
AC
AWH Capital
Texas
$6.25M +$102K 1 6.45% Increased