← 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	Lord, Abbett & Co Jersey City, New Jersey	$288M	-$35.8M	4	0.73%	Reduced
27	BlackRock Group London, United Kingdom	$283M	+$22.8M	8	0.15%	Increased
28	Dimensional Fund Advisors Austin, Texas	$271M	+$29.5M	10	0.18%	Increased
29	TIAA CREF Investment Management New York	$257M	-$15.9M	9	0.18%	Reduced
30	Morgan Stanley New York	$250M	-$239M	11	0.09%	Reduced
31	American Century Companies Kansas City, Missouri	$232M	+$56.9M	4	0.26%	Increased
32	VOYA Investment Management Atlanta, Georgia	$228M	+$50.6M	8	0.5%	Increased
33	LSV Asset Management Chicago, Illinois	$221M	+$9.09M	2	0.46%	Increased
34	Bank of America Charlotte, North Carolina	$218M	+$4.33M	10	0.08%	Increased
35	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$217M	+$763K	4	3.07%	Increased
36	Janus Henderson Investors US Denver, Colorado	$215M	+$167M	4	0.18%	Increased
37	Wells Fargo San Francisco, California	$213M	-$118K	10	0.08%	Reduced
38	SC Sasco Capital Fairfield, Connecticut	$188M	-$919K	1	3.17%	Reduced
39	Gates Capital Management New York	$187M	-$7.8M	1	5.48%	Reduced
40	Citadel Advisors Miami, Florida	$182M	+$114M	9	0.18%	Increased
41	Capital World Investors Los Angeles, California	$174M	+$14.5M	2	0.05%	Increased
42	Fidelity International Hamilton, Bermuda	$171M	-$79.9K	1	0.59%	Reduced
43	UBS Group Zurich, Switzerland	$170M	+$171M	11	0.12%	New
44	PCM Pennant Capital Management Summit, New Jersey	$170M	-$36.1M	1	3.19%	Reduced
45	Legal & General Group London, United Kingdom	$160M	-$3.3M	8	0.19%	Reduced
46	California Public Employees Retirement System Sacramento, California	$152M	+$18.2M	10	0.21%	Increased
47	UBS AM Chicago, Illinois	$147M	-$1.22M	8	0.14%	Reduced
48	Macquarie Group Sydney, NSW 2000, Australia	$140M	-$28.7M	6	0.29%	Reduced
49	JP Morgan Chase New York	$135M	-$50.4M	9	0.03%	Reduced
50	Neuberger Berman Group New York	$130M	-$59M	4	0.14%	Reduced