← 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
601
GSA Capital Partners
GSA Capital Partners
United Kingdom
$3.88M +$1.03M 8 0.51% Increased
602
SC
Stolper & Co
Oklahoma
$3.87M +$30.9K 1 1.91% Increased
603
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$3.85M -$6.35M 3 0.06% Reduced
604
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$3.84M -$726K 6 0.13% Reduced
605
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$3.82M -$225K 1 0.39% Reduced
606
Engineers Gate Manager
Engineers Gate Manager
New York
$3.81M +$959K 8 0.24% Increased
607
Easterly Investment Partners
Easterly Investment Partners
Massachusetts
$3.79M -$534K 1 0.36% Reduced
608
BG
Bollard Group
Massachusetts
$3.78M +$32.8K 3 0.16% Increased
609
LGT Capital Partners
LGT Capital Partners
Switzerland
$3.76M +$4.11M 1 0.11% New
610
DSCM
Divisadero Street Capital Management
Florida
$3.74M +$755K 1 4.15% Increased
611
KCM
Kingdon Capital Management
New York
$3.72M +$4.22M 1 0.48% New
612
Daiwa Securities Group
Daiwa Securities Group
Japan
$3.7M +$192K 4 0.03% Increased
613
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$3.69M -$213K 5 0.2% Reduced
614
Martingale Asset Management
Martingale Asset Management
Massachusetts
$3.69M -$6.55M 4 0.07% Reduced
615
Seizert Capital Partners
Seizert Capital Partners
Michigan
$3.68M +$24.3K 1 0.21% Increased
616
Parkman Healthcare Partners
Parkman Healthcare Partners
Connecticut
$3.62M +$42.6K 1 1.03% Increased
617
ETCM
Evolutionary Tree Capital Management
Virginia
$3.61M +$4.08M 1 3.47% New
618
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$3.57M -$184K 2 0.13% Reduced
619
NFJ Investment Group
NFJ Investment Group
Texas
$3.57M -$22.6M 1 0.09% Reduced
620
JSP
Jackson Square Partners
California
$3.57M +$3.98M 1 0.09% Increased
621
WAS
Wealth Advisory Solutions
Indiana
$3.55M -$74.7K 1 0.98% Reduced
622
Stephens Inc
Stephens Inc
Arkansas
$3.51M -$369K 3 0.08% Reduced
623
Advisor Partners II
Advisor Partners II
California
$3.49M +$3.69M 6 0.26% New
624
Axiom Investors
Axiom Investors
Connecticut
$3.47M -$1.15M 1 0.07% Reduced
625
Occudo Quantitative Strategies
Occudo Quantitative Strategies
Florida
$3.46M +$703K 3 0.27% Increased