← 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
526
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.06M -$3.14M 3 0.03% Reduced
527
BOK Financial
BOK Financial
Oklahoma
$3.03M +$126K 3 0.1% Increased
528
CLCM
Crawford Lake Capital Management
New Jersey
$3.02M +$2.85M 1 0.67% New
529
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$3M +$1.22M 3 0.31% Increased
530
FCM
Forester Capital Management
Illinois
$2.98M -$710K 2 4.21% Reduced
531
CAM
ClariVest Asset Management
California
$2.91M -$279K 2 0.07% Reduced
532
WCM
Wallace Capital Management
Texas
$2.9M +$78.3K 1 0.46% Increased
533
FAB
First American Bank
Illinois
$2.88M -$530K 2 0.23% Reduced
534
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$2.87M -$63.1K 3 0.05% Reduced
535
QSS
Quantitative Systematic Strategies
Florida
$2.83M +$757K 3 0.72% Increased
536
ACM
Argyle Capital Management
Pennsylvania
$2.82M -$5.81K 2 1.14% Reduced
537
Eagle Global Advisors
Eagle Global Advisors
Texas
$2.81M -$46.1K 1 0.08% Reduced
538
Advisor Group
Advisor Group
Arizona
$2.81M +$81K 11 0.05% Increased
539
Mizuho Securities USA
Mizuho Securities USA
New York
$2.75M +$1.65M 1 0.14% Increased
540
Private Advisor Group
Private Advisor Group
New Jersey
$2.74M -$696K 3 0.07% Reduced
541
Veritable
Veritable
Delaware
$2.74M -$452 3 0.06% Reduced
542
Wasatch Advisors
Wasatch Advisors
Utah
$2.74M -$1.12M 1 0.04% Reduced
543
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$2.72M -$3.68K 1 0.12% Reduced
544
JIR
James Investment Research
Ohio
$2.72M +$690K 2 0.08% Increased
545
ACM
Alpha Capital Management
Texas
$2.71M -$64.6K 1 1.34% Reduced
546
SP
Summit Partners
Massachusetts
$2.7M $0 1 1.96% Maintained
547
WesBanco Bank
WesBanco Bank
West Virginia
$2.69M -$12.1K 2 0.15% Reduced
548
Achmea Investment Management
Achmea Investment Management
Netherlands
$2.65M -$433K 2 0.16% Reduced
549
GIA
Gargoyle Investment Advisor
New Jersey
$2.63M $0 1 1.04% Maintained
550
Palisade Capital Management
Palisade Capital Management
New Jersey
$2.63M -$6.74K 1 0.1% Reduced