← 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
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$4.93M +$124K 3 0.12% Increased
577
BAM
Bullseye Asset Management
Colorado
$4.9M +$1.78M 1 2.4% Increased
578
Caption Management
Caption Management
Oklahoma
$4.85M +$4.68M 4 0.07% Increased
579
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$4.84M -$12.6M 2 0.08% Reduced
580
FNA
First National Advisers
Nebraska
$4.83M +$798K 2 0.88% Increased
581
Fisher Asset Management
Fisher Asset Management
Washington
$4.82M +$182K 1 0% Increased
582
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$4.81M +$2.04M 2 0.09% Increased
583
RBC
Romano Brothers & Co
Illinois
$4.78M -$64K 3 0.66% Reduced
584
Spire Wealth Management
Spire Wealth Management
Virginia
$4.77M -$533K 5 0.17% Reduced
585
HWM
Hohimer Wealth Management
Washington
$4.75M +$4.99M 2 1.1% New
586
Manning & Napier Advisors
Manning & Napier Advisors
New York
$4.73M +$5.01M 1 0.05% New
587
MLM
Mount Lucas Management
Pennsylvania
$4.73M -$186K 1 1.35% Reduced
588
Mizuho Securities USA
Mizuho Securities USA
New York
$4.71M +$4.91M 4 0.1% New
589
FP
Foundry Partners
Minnesota
$4.71M +$4.68M 1 0.25% Increased
590
Intact Investment Management
Intact Investment Management
Quebec, Canada
$4.69M +$997K 1 0.18% Increased
591
IEQ Capital
IEQ Capital
California
$4.68M +$440K 4 0.06% Increased
592
LI
LMCG Investments
Massachusetts
$4.66M -$533K 2 0.27% Reduced
593
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$4.66M $0 5 0.16% Maintained
594
SPA
Sherbrooke Park Advisers
New York
$4.65M +$3.05M 7 0.81% Increased
595
PFM
Patton Fund Management
Texas
$4.65M +$4.63M 1 0.98% New
596
BRCM
Bright Rock Capital Management
Massachusetts
$4.65M $0 2 0.98% Maintained
597
CIBC World Market
CIBC World Market
Ontario, Canada
$4.63M +$2.84M 3 0.01% Increased
598
MPM
MBB Public Markets
Illinois
$4.63M +$4.82M 5 0.09% New
599
Perigon Wealth Management
Perigon Wealth Management
California
$4.62M -$284K 1 0.13% Reduced
600
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.6M -$5.32M 2 0.04% Reduced