← 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
576
Zacks Investment Management
Zacks Investment Management
Illinois
$2.07M +$1.82M 1 0.05% Increased
577
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$2.05M -$938K 2 0.19% Reduced
578
GAM Holding
GAM Holding
Switzerland
$2.03M -$6.74M 1 0.09% Reduced
579
Coastline Trust
Coastline Trust
Rhode Island
$2.03M +$701K 2 0.35% Increased
580
Raymond James Trust
Raymond James Trust
Florida
$2.02M -$98.1K 3 0.14% Reduced
581
First Manhattan
First Manhattan
New York
$2.01M +$507K 8 0.01% Increased
582
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$1.99M +$268K 2 0.23% Increased
583
Whittier Trust
Whittier Trust
California
$1.98M -$55.5K 7 0.07% Reduced
584
North Star Asset Management
North Star Asset Management
Wisconsin
$1.97M -$178K 1 0.2% Reduced
585
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$1.94M +$389K 3 0.09% Increased
586
NAP
New Amsterdam Partners
New York
$1.94M +$1.96M 1 0.4% New
587
InterOcean Capital
InterOcean Capital
Illinois
$1.91M +$1.93M 1 0.28% New
588
IAM
ICM Asset Management
Washington
$1.91M +$823K 1 2.22% Increased
589
RCM
Rutabaga Capital Management
Massachusetts
$1.9M -$1.06M 1 0.41% Reduced
590
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$1.89M -$22.2M 2 0.02% Reduced
591
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$1.86M -$12.1K 1 0.02% Reduced
592
Brewin Dolphin Wealth Management
Brewin Dolphin Wealth Management
Ireland
$1.85M +$1.84M 1 1.29% New
593
ETrade Capital Management
ETrade Capital Management
Virginia
$1.85M +$300K 2 0.07% Increased
594
ACC
Accident Compensation Corp
New Zealand
$1.85M +$966K 1 0.51% Increased
595
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$1.84M $0 2 0.16% Maintained
596
Capital Investment Advisors
Capital Investment Advisors
Georgia
$1.83M +$152K 1 0.13% Increased
597
AWCI
Alpine Woods Capital Investors
New York
$1.83M +$594K 2 0.09% Increased
598
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$1.8M -$1.52M 1 0.16% Reduced
599
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$1.78M -$285K 3 0.05% Reduced
600
Cigna Investments
Cigna Investments
Connecticut
$1.78M -$278K 4 0.12% Reduced