← 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
676
Simplicity Solutions
Simplicity Solutions
Minnesota
$1.43M +$1.48M 1 0.04% New
677
PGCM
Prescott Group Capital Management
Oklahoma
$1.41M -$140K 1 0.7% Reduced
678
PineBridge Investments
PineBridge Investments
New York
$1.41M +$721K 1 0.03% Increased
679
Eagle Asset Management
Eagle Asset Management
Florida
$1.4M -$233K 2 0.01% Reduced
680
Polar Capital
Polar Capital
United Kingdom
$1.37M +$1.21M 1 0.01% New
681
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.37M -$7.37M 4 0.06% Reduced
682
Convergence Investment Partners
Convergence Investment Partners
Florida
$1.37M +$370K 2 0.6% Increased
683
WCA
Windsor Creek Advisors
Vermont
$1.36M +$1.39M 1 0.48% New
684
Raymond James Trust
Raymond James Trust
Florida
$1.35M -$216K 3 0.08% Reduced
685
Carmignac Gestion
Carmignac Gestion
France
$1.35M +$843K 1 0.02% Increased
686
LWMM
Legacy Wealth Management (Mississippi)
Mississippi
$1.34M +$1.15M 1 1.25% Increased
687
Cinctive Capital Management
Cinctive Capital Management
New York
$1.33M +$1.37M 1 0.3% New
688
LSC
Lyon Street Capital
California
$1.33M +$465K 1 2.11% Increased
689
TI
tru Independence
Oregon
$1.33M +$7.31K 2 0.22% Increased
690
FC
FORA Capital
Florida
$1.33M -$4.38M 7 0.29% Reduced
691
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$1.32M -$572K 3 0.1% Reduced
692
CRIG
Charter Research & Investment Group
Connecticut
$1.3M +$27.9K 1 1.72% Increased
693
AssetMark Inc
AssetMark Inc
California
$1.3M -$411K 6 0.01% Reduced
694
Cohen & Steers
Cohen & Steers
New York
$1.3M +$1.87M 1 0% New
695
Lombard Odier Asset Management (Switzerland)
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.3M -$192K 1 0.17% Reduced
696
Ziegler Capital Management
Ziegler Capital Management
Illinois
$1.29M +$1.31M 3 0.03% New
697
First Mercantile Trust
First Mercantile Trust
Tennessee
$1.28M -$146K 2 0.19% Reduced
698
LRPA
L. Roy Papp & Associates
Arizona
$1.28M $0 1 0.23% Maintained
699
SIC
Shoker Investment Counsel
Ohio
$1.28M +$86.7K 1 1.07% Increased
700
WAP
Wealthcare Advisory Partners
Pennsylvania
$1.26M -$352 4 0.19% Reduced