← 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
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$7.06M +$1.1M 1 0.09% Increased
502
PGGM Investments
PGGM Investments
Netherlands
$7.01M -$131K 2 0.09% Reduced
503
1832 Asset Management
1832 Asset Management
Ontario, Canada
$6.99M -$17.2M 2 0.01% Reduced
504
PFM
Patton Fund Management
Texas
$6.93M -$2.1M 2 1.68% Reduced
505
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$6.91M +$134K 5 0.06% Increased
506
TGM
Tenzing Global Management
California
$6.9M +$5.69M 1 5% New
507
SIA
SGL Investment Advisors
Montana
$6.88M +$2.98M 2 3.55% Increased
508
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$6.79M +$1.27M 3 0.15% Increased
509
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$6.78M +$3.02M 6 0.07% Increased
510
Baader Bank Aktiengesellschaft
Baader Bank Aktiengesellschaft
Germany
$6.72M -$985K 1 0.5% Reduced
511
Zacks Investment Management
Zacks Investment Management
Illinois
$6.71M -$4.12M 3 0.06% Reduced
512
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$6.67M -$2.33M 5 0.02% Reduced
513
Wolverine Trading
Wolverine Trading
Illinois
$6.65M +$3.44M 7 0.01% Increased
514
Nissay Asset Management
Nissay Asset Management
Japan
$6.62M -$1.09M 3 0.04% Reduced
515
Old National Bancorp
Old National Bancorp
Indiana
$6.62M +$523K 1 0.17% Increased
516
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$6.57M -$114K 11 0.01% Reduced
517
KFO
Kopp Family Office
Minnesota
$6.54M $0 1 4.52% Maintained
518
Cambiar Investors
Cambiar Investors
Colorado
$6.52M -$581K 1 0.28% Reduced
519
IMC Chicago
IMC Chicago
Illinois
$6.51M +$1.52M 4 0% Increased
520
SC
Stolper & Co
Oklahoma
$6.48M -$72.6K 1 2.13% Reduced
521
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$6.48M $0 1 0.59% Maintained
522
GHP Investment Advisors
GHP Investment Advisors
Colorado
$6.47M -$337K 4 0.31% Reduced
523
Te Ahumairangi Investment Management
Te Ahumairangi Investment Management
New Zealand
$6.47M +$23.3K 1 1.37% Increased
524
Perpetual Ltd
Perpetual Ltd
Australia
$6.46M -$2.18M 1 0.08% Reduced
525
BOK Financial
BOK Financial
Oklahoma
$6.45M -$428K 7 0.11% Reduced