← 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	AllianceBernstein Nashville, Tennessee	$289M	+$16.4M	10	0.29%	Increased
27	PCM Pennant Capital Management Summit, New Jersey	$273M	-$32.1M	1	4.89%	Reduced
28	Ameriprise Minneapolis, Minnesota	$267M	-$73.5M	10	0.18%	Reduced
29	BlackRock Group London, United Kingdom	$256M	+$12.7M	8	0.17%	Increased
30	Renaissance Technologies New York	$248M	+$37.4M	7	0.6%	Increased
31	TIAA CREF Investment Management New York	$238M	-$55.8M	9	0.19%	Reduced
32	Geode Capital Management Boston, Massachusetts	$238M	+$8.25M	10	0.19%	Increased
33	Allianz Asset Management Munich, Germany	$231M	-$15M	5	0.31%	Reduced
34	Adage Capital Partners Boston, Massachusetts	$223M	-$12.3M	2	0.64%	Reduced
35	Neuberger Berman Group New York	$219M	+$69.2M	4	0.24%	Increased
36	Wells Fargo San Francisco, California	$214M	-$2.02M	9	0.1%	Reduced
37	RP RR Partners New York	$211M	$0	1	9.47%	Maintained
38	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$207M	-$8.31M	6	1.5%	Reduced
39	PC Perry Capital New York	$198M	+$177M	2	4.95%	New
40	Gates Capital Management New York	$170M	+$28.7M	1	6.76%	Increased
41	Lord, Abbett & Co Jersey City, New Jersey	$165M	+$29.6M	2	0.38%	Increased
42	Epoch Investment Partners New York	$164M	-$2.08M	2	0.73%	Reduced
43	Deutsche Bank Frankfurt Am Main Ge, Germany	$159M	-$15.5M	11	0.12%	Reduced
44	Dimensional Fund Advisors Austin, Texas	$153M	+$9.77M	10	0.13%	Increased
45	Diamond Hill Capital Management Columbus, Ohio	$153M	-$7.86M	1	1.54%	Reduced
46	KI Kalmar Investments Greenville, Delaware	$148M	-$569K	2	2.62%	Reduced
47	Legal & General Group London, United Kingdom	$144M	+$1.13M	6	0.19%	Increased
48	First Manhattan New York	$143M	+$22.9M	7	1%	Increased
49	River Road Asset Management Louisville, Kentucky	$138M	-$10.1M	1	1.7%	Reduced
50	Kayne Anderson Rudnick Investment Management Los Angeles, California	$137M	-$9.13M	1	2.57%	Reduced