← 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
626
Alyeska Investment Group
Alyeska Investment Group
Illinois
$4.27M -$116M 2 0.02% Reduced
627
First National Advisers
First National Advisers
Nebraska
$4.19M +$124K 2 0.67% Increased
628
MCB
Morton Community Bank
Illinois
$4.18M +$59.2K 1 1.09% Increased
629
Atom Investors
Atom Investors
Texas
$4.09M +$3.69M 1 0.43% New
630
LAM
LECAP Asset Management
United Kingdom
$4.09M +$1.69M 4 0.88% Increased
631
Equitable Holdings
Equitable Holdings
New York
$4.07M +$519K 2 0.04% Increased
632
SIM
SummerHaven Investment Management
Connecticut
$4.05M +$2.49M 5 2.47% Increased
633
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$4.04M -$126K 16 0.13% Reduced
634
Manning & Napier Advisors
Manning & Napier Advisors
New York
$4.02M -$1.31M 1 0.04% Reduced
635
EF
Exeter Financial
Arizona
$4.01M -$44.9K 2 1.78% Reduced
636
WSL
Western Standard LLC
California
$4M +$4.08M 1 3.75% New
637
Linden Thomas Advisory Services
Linden Thomas Advisory Services
North Carolina
$4M +$96.2K 2 0.55% Increased
638
Vontobel Holding
Vontobel Holding
Switzerland
$3.98M +$40.9K 5 0.01% Increased
639
PMIA
Patrick Mauro Investment Advisor
Illinois
$3.97M -$2.19M 2 2.09% Reduced
640
SRL
Scientech Research LLC
New Jersey
$3.96M -$964K 3 0.79% Reduced
641
ET
Entropy Technologies
New York
$3.92M +$2.79M 3 0.41% Increased
642
Naples Global Advisors
Naples Global Advisors
Florida
$3.91M +$873K 2 0.36% Increased
643
Inspire Advisors
Inspire Advisors
Idaho
$3.91M +$571K 6 0.48% Increased
644
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$3.91M -$59.2K 5 0.09% Reduced
645
Sound Income Strategies
Sound Income Strategies
Florida
$3.89M +$293K 4 0.25% Increased
646
Rakuten Investment Management
Rakuten Investment Management
Japan
$3.87M +$866K 5 0.02% Increased
647
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.86M -$165K 2 0.03% Reduced
648
Oppenheimer & Co
Oppenheimer & Co
New York
$3.84M +$610K 4 0.06% Increased
649
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$3.8M +$1.11M 1 0.4% Increased
650
PRCP
Pacific Ridge Capital Partners
Oregon
$3.8M -$311K 1 0.9% Reduced