← 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
26	Goldman Sachs New York	$255M	+$252M	10	0.1%	New
27	Allianz Asset Management Munich, Germany	$255M	+$256M	6	0.36%	New
28	BlackRock Group London, United Kingdom	$246M	+$248M	8	0.19%	New
29	Adage Capital Partners Boston, Massachusetts	$240M	+$237M	2	0.74%	New
30	Geode Capital Management Boston, Massachusetts	$234M	+$236M	10	0.21%	New
31	Soros Fund Management New York	$227M	+$215M	1	2.47%	New
32	Renaissance Technologies New York	$217M	+$219M	5	0.57%	New
33	Wells Fargo San Francisco, California	$214M	+$211M	9	0.11%	New
34	Wellington Management Group Boston, Massachusetts	$210M	+$203M	5	0.07%	New
35	Orbis Holdings Hamilton, Bermuda	$202M	+$209M	1	1.61%	New
36	Citadel Advisors Miami, Florida	$196M	+$195M	7	0.34%	New
37	Capital World Investors Los Angeles, California	$196M	+$191M	2	0.06%	New
38	PNC Financial Services Group Pittsburgh, Pennsylvania	$192M	+$196M	8	0.28%	New
39	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$186M	+$195M	6	1.4%	New
40	Diamond Hill Capital Management Columbus, Ohio	$184M	+$183M	1	1.98%	New
41	Epoch Investment Partners New York	$177M	+$183M	2	0.88%	New
42	Neuberger Berman Group New York	$177M	+$178M	4	0.21%	New
43	Deutsche Bank Frankfurt Am Main Ge, Germany	$173M	+$174M	11	0.14%	New
44	LCG Luxor Capital Group New York	$151M	+$158M	1	4.08%	New
45	First Manhattan New York	$150M	+$142M	7	1.04%	New
46	Gates Capital Management New York	$150M	+$155M	1	6.89%	New
47	Legal & General Group London, United Kingdom	$145M	+$145M	6	0.2%	New
48	Dimensional Fund Advisors Austin, Texas	$145M	+$143M	10	0.14%	New
49	River Road Asset Management Louisville, Kentucky	$145M	+$142M	1	1.8%	New
50	Kayne Anderson Rudnick Investment Management Los Angeles, California	$143M	+$140M	1	2.89%	New