← 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.98M -$253K 14 0% Reduced
577
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.96M +$1.41M 1 1.02% Increased
578
RSS
Rosenblum Silverman Sutton
California
$3.96M +$356K 1 0.9% Increased
579
PEAK6
PEAK6
Illinois
$3.95M +$3.65M 3 0.01% Increased
580
WAMC
Western Asset Management Company
California
$3.94M +$4.95M 1 8.72% New
581
FCM
FourWorld Capital Management
New York
$3.93M +$1.05M 2 6.21% Increased
582
Jones Financial Companies
Jones Financial Companies
Missouri
$3.92M +$305K 17 0% Increased
583
Rheos Capital Works
Rheos Capital Works
Japan
$3.89M -$4.82M 1 0.22% Reduced
584
Vontobel Holding
Vontobel Holding
Switzerland
$3.88M +$9.9K 5 0.01% Increased
585
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$3.84M -$1.19M 7 0.08% Reduced
586
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$3.83M -$114K 5 0.12% Reduced
587
SteelPeak Wealth
SteelPeak Wealth
California
$3.8M $0 1 0.13% Maintained
588
Shelton Capital Management
Shelton Capital Management
Colorado
$3.79M -$1.23M 2 0.08% Reduced
589
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$3.77M +$400K 3 0.07% Increased
590
L2 Asset Management
L2 Asset Management
Massachusetts
$3.77M -$159K 1 0.55% Reduced
591
LRPA
L. Roy Papp & Associates
Arizona
$3.74M +$769K 1 0.42% Increased
592
WAM
Wakefield Asset Management
Colorado
$3.72M -$224K 1 1.02% Reduced
593
Affinity Asset Advisors
Affinity Asset Advisors
New York
$3.71M +$5.06M 1 0.32% New
594
Choreo LLC
Choreo LLC
Illinois
$3.69M -$48.3K 3 0.05% Reduced
595
Caprock Group
Caprock Group
Idaho
$3.69M +$3.71M 4 0.09% New
596
Brown Advisory
Brown Advisory
Maryland
$3.65M -$424K 3 0% Reduced
597
BC
Bridgefront Capital
Texas
$3.65M +$1.66M 6 1.07% Increased
598
Ascent Wealth Partners
Ascent Wealth Partners
New York
$3.64M +$44.5K 1 0.42% Increased
599
Ostrum Asset Management
Ostrum Asset Management
France
$3.63M -$545K 2 0.16% Reduced
600
AAA
Adams Asset Advisors
Texas
$3.61M +$67.3K 1 0.47% Increased