← 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
551
Oppenheimer & Co
Oppenheimer & Co
New York
$4.58M +$659K 3 0.09% Increased
552
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.56M -$945K 2 0.02% Reduced
553
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.55M -$209K 6 0.02% Reduced
554
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$4.52M +$62.8K 4 0.11% Increased
555
FL
Fort LP
Maryland
$4.52M -$980K 5 1.5% Reduced
556
BM
Brandywine Managers
Delaware
$4.51M +$5.17M 1 4.71% New
557
Vontobel Holding
Vontobel Holding
Switzerland
$4.51M +$622K 4 0.04% Increased
558
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$4.48M $0 3 0.14% Maintained
559
PP
Prospector Partners
Connecticut
$4.45M +$343K 1 0.57% Increased
560
Shelton Capital Management
Shelton Capital Management
Colorado
$4.44M +$2.67M 2 0.17% Increased
561
Ninety One (UK)
Ninety One (UK)
United Kingdom
$4.43M +$6.34M 1 0.01% New
562
Davenport & Co
Davenport & Co
Virginia
$4.38M +$371K 3 0.03% Increased
563
Gotham Asset Management
Gotham Asset Management
New York
$4.36M -$286K 6 0.18% Reduced
564
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$4.35M +$4.55M 2 0.06% New
565
Simplex Trading
Simplex Trading
Illinois
$4.32M +$73.2K 9 0% Increased
566
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.32M -$5.67M 5 0.01% Reduced
567
CEI
Clark Estates Inc
New York
$4.31M +$593K 1 0.61% Increased
568
HCMT
Highland Capital Management (Tennessee)
Tennessee
$4.26M +$4.59M 1 0.26% New
569
WesBanco Bank
WesBanco Bank
West Virginia
$4.26M -$538K 2 0.16% Reduced
570
EI
EAM Investors
California
$4.23M -$5.61M 2 0.71% Reduced
571
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$4.22M +$44.4K 4 0.2% Increased
572
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$4.19M -$615K 1 0.06% Reduced
573
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$4.15M +$21.2K 2 0.16% Increased
574
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$4.11M +$53.4K 2 0.15% Increased
575
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$4.11M -$232K 1 0.21% Reduced