← 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
201
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$25.7M -$30.3M 12 0.05% Reduced
202
USAA
United Services Automobile Association
Texas
$25.3M +$3.06M 8 0.06% Increased
203
Nomura Holdings
Nomura Holdings
Japan
$24.9M -$8.23M 5 0.11% Reduced
204
SCM
Stadium Capital Management
Connecticut
$24.8M +$7.7M 1 11.46% Increased
205
MFAM
Motley Fool Asset Management
Virginia
$24.8M +$33K 1 2.77% Increased
206
Boston Trust Walden
Boston Trust Walden
Massachusetts
$24.4M -$146K 2 0.32% Reduced
207
HIM
HGC Investment Management
Ontario, Canada
$24.4M +$3.61M 2 4.78% Increased
208
PVI
Pura Vida Investments
New York
$24.3M +$2.24M 1 3.68% Increased
209
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.3M -$826K 7 0.13% Reduced
210
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$24.2M +$1.82M 1 0.68% Increased
211
Snyder Capital Management
Snyder Capital Management
California
$24.1M +$583K 1 1.08% Increased
212
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$24.1M +$6.95M 4 0.28% Increased
213
KXA
KPCB XII Associates
California
$24M $0 1 57.65% Maintained
214
EP
Edgestream Partners
New Jersey
$23.5M +$9.08M 2 2.65% Increased
215
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$23.3M -$8.2M 11 0.02% Reduced
216
AIG
American International Group
New York
$23.2M -$557K 11 0.09% Reduced
217
Moore Capital Management
Moore Capital Management
New York
$23.1M $0 2 0.55% Maintained
218
Whitebox Advisors
Whitebox Advisors
Minnesota
$22.7M +$4.16M 1 0.8% Increased
219
Guggenheim Capital
Guggenheim Capital
Illinois
$22.7M -$4.86M 7 0.18% Reduced
220
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$22.5M +$588K 9 0.27% Increased
221
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$22.4M +$71.8K 2 0.43% Increased
222
NONA
Ninety One North America
New York
$22.3M +$2.54M 1 1.96% Increased
223
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$22.2M -$1.39M 10 0.21% Reduced
224
Stifel Financial
Stifel Financial
Missouri
$22.1M -$1.15M 10 0.06% Reduced
225
MFWM
Motley Fool Wealth Management
Virginia
$22.1M -$227K 1 1.38% Reduced