← 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	$247M	-$5.14M	8	0.14%	Reduced
27	PC Perry Capital New York	$244M	+$84.2M	1	8.85%	Increased
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$238M	+$11.4M	11	0.15%	Increased
29	Dimensional Fund Advisors Austin, Texas	$226M	+$16.8M	10	0.16%	Increased
30	Bank of America Charlotte, North Carolina	$206M	-$77.7M	11	0.07%	Reduced
31	Wells Fargo San Francisco, California	$201M	-$44.7M	10	0.08%	Reduced
32	PCM Pennant Capital Management Summit, New Jersey	$199M	-$66.8M	1	3.49%	Reduced
33	Credit Suisse Zurich, Switzerland	$194M	+$8.57M	10	0.16%	Increased
34	LSV Asset Management Chicago, Illinois	$193M	+$124M	2	0.42%	Increased
35	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$190M	+$10.3M	4	2.46%	Increased
36	Gates Capital Management New York	$188M	-$10.8M	1	5.65%	Reduced
37	First Trust Advisors Wheaton, Illinois	$187M	+$54.2M	8	0.74%	Increased
38	Manning & Napier Advisors Fairport, New York	$183M	+$44.7M	3	0.76%	Increased
39	JP Morgan Chase New York	$180M	+$48.6M	8	0.04%	Increased
40	Neuberger Berman Group New York	$180M	-$61.8M	4	0.18%	Reduced
41	Capital World Investors Los Angeles, California	$177M	-$300M	2	0.05%	Reduced
42	SC Sasco Capital Fairfield, Connecticut	$172M	+$14.7M	1	2.81%	Increased
43	VOYA Investment Management Atlanta, Georgia	$161M	+$93.1M	8	0.37%	Increased
44	American Century Companies Kansas City, Missouri	$158M	+$30M	4	0.18%	Increased
45	Legal & General Group London, United Kingdom	$156M	+$1.5M	8	0.19%	Increased
46	Fidelity International Hamilton, Bermuda	$156M	-$11.2M	1	0.6%	Reduced
47	Ameriprise Minneapolis, Minnesota	$156M	-$3.24M	10	0.09%	Reduced
48	Macquarie Group Sydney, NSW 2000, Australia	$153M	+$33.1M	6	0.33%	Increased
49	UBS AM Chicago, Illinois	$142M	+$774K	8	0.14%	Increased
50	RP RR Partners New York	$139M	$0	1	4.67%	Maintained