← 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
Seizert Capital Partners
Seizert Capital Partners
Michigan
$5.09M +$2.78M 2 0.27% Increased
577
Moore Capital Management
Moore Capital Management
New York
$5.04M -$16.9M 1 0.12% Reduced
578
TCM
Telos Capital Management
California
$5M +$757K 3 0.73% Increased
579
Oppenheimer & Co
Oppenheimer & Co
New York
$4.98M -$130K 3 0.11% Reduced
580
Scotia Capital
Scotia Capital
Ontario, Canada
$4.96M +$1.66M 3 0.04% Increased
581
DSCM
Divisadero Street Capital Management
Florida
$4.95M +$281K 1 3.7% Increased
582
Zacks Investment Management
Zacks Investment Management
Illinois
$4.9M +$1.23M 3 0.07% Increased
583
Churchill Management
Churchill Management
California
$4.86M +$4.58M 2 0.12% New
584
BM
Bridger Management
New York
$4.8M -$8.35M 1 1.94% Reduced
585
Erste Asset Management
Erste Asset Management
Austria
$4.8M -$1.05M 1 0.1% Reduced
586
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$4.79M -$1.77M 5 0.21% Reduced
587
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$4.79M +$1.06M 3 0.16% Increased
588
Daiwa Securities Group
Daiwa Securities Group
Japan
$4.77M +$956K 4 0.04% Increased
589
Advisors Asset Management
Advisors Asset Management
Colorado
$4.75M +$352K 6 0.1% Increased
590
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$4.74M -$375K 7 0.08% Reduced
591
FTCM
First Trust Capital Management
Illinois
$4.73M +$3.54M 1 0.25% New
592
Rafferty Asset Management
Rafferty Asset Management
New York
$4.73M +$2M 4 0.04% Increased
593
EAM
Eukles Asset Management
Ohio
$4.72M +$94.3K 2 2.76% Increased
594
RBC
Romano Brothers & Co
Illinois
$4.7M -$140K 4 0.71% Reduced
595
Mercer Global Advisors
Mercer Global Advisors
Colorado
$4.7M +$406K 5 0.02% Increased
596
Vident Investment Advisory
Vident Investment Advisory
Georgia
$4.64M +$4.09M 4 0.18% Increased
597
Caption Management
Caption Management
Oklahoma
$4.64M +$1.2M 2 0.07% Increased
598
CPO
Cerity Partners OCIO
New York
$4.63M -$1.54M 2 0.15% Reduced
599
SAM
Sectoral Asset Management
Quebec, Canada
$4.58M -$5.03M 1 0.89% Reduced
600
CCLA Investment Management
CCLA Investment Management
United Kingdom
$4.53M +$21.8K 1 0.1% Increased
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