← 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	BlackRock Group London, United Kingdom	$266M	-$11.9M	8	0.17%	Reduced
27	Soros Fund Management New York	$252M	-$127M	1	2.14%	Reduced
28	RP RR Partners New York	$238M	$0	1	8.75%	Maintained
29	Citadel Advisors Miami, Florida	$234M	+$118M	8	0.3%	Increased
30	PCM Pennant Capital Management Summit, New Jersey	$231M	-$67.7M	1	3.95%	Reduced
31	Neuberger Berman Group New York	$222M	-$20.3M	4	0.23%	Reduced
32	TIAA CREF Investment Management New York	$221M	-$33.4M	9	0.16%	Reduced
33	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$214M	+$30.5M	5	1.47%	Increased
34	Allianz Asset Management Munich, Germany	$212M	-$33.9M	6	0.27%	Reduced
35	Wells Fargo San Francisco, California	$202M	-$29.9M	9	0.09%	Reduced
36	Harding Loevner Bridgewater, New Jersey	$199M	+$94.2M	2	1.54%	Increased
37	Lord, Abbett & Co Jersey City, New Jersey	$196M	+$12.4M	4	0.44%	Increased
38	Gates Capital Management New York	$191M	+$1.13M	1	6.3%	Increased
39	Adage Capital Partners Boston, Massachusetts	$186M	-$57.9M	2	0.49%	Reduced
40	Dimensional Fund Advisors Austin, Texas	$172M	+$9.52M	10	0.13%	Increased
41	Diamond Hill Capital Management Columbus, Ohio	$171M	+$1.4M	1	1.56%	Increased
42	Orbis Holdings Hamilton, Bermuda	$166M	-$270M	2	1.15%	Reduced
43	Legal & General Group London, United Kingdom	$161M	+$1.55M	6	0.19%	Increased
44	T. Rowe Price Associates Baltimore, Maryland	$161M	+$59.8M	7	0.04%	Increased
45	River Road Asset Management Louisville, Kentucky	$151M	+$5.49M	1	1.64%	Increased
46	KI Kalmar Investments Greenville, Delaware	$151M	+$976K	2	2.52%	Increased
47	JP Morgan Chase New York	$146M	-$379M	10	0.04%	Reduced
48	California Public Employees Retirement System Sacramento, California	$142M	+$13.3M	9	0.21%	Increased
49	Epoch Investment Partners New York	$139M	-$40.6M	1	0.59%	Reduced
50	Deutsche Bank Frankfurt Am Main Ge, Germany	$138M	-$26.5M	10	0.1%	Reduced