← 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	D.E. Shaw & Co New York	$284M	-$63M	6	0.44%	Reduced
27	Citadel Advisors Miami, Florida	$277M	+$85.6M	8	0.26%	Increased
28	Morgan Stanley New York	$257M	-$5.02M	10	0.09%	Reduced
29	Wells Fargo San Francisco, California	$254M	+$36.7M	10	0.1%	Increased
30	Bank of America Charlotte, North Carolina	$242M	+$13.4M	11	0.08%	Increased
31	Capital World Investors Los Angeles, California	$240M	+$36.4M	2	0.06%	Increased
32	TIAA CREF Investment Management New York	$236M	-$34.4M	9	0.16%	Reduced
33	VOYA Investment Management Atlanta, Georgia	$227M	-$2.05M	8	0.5%	Reduced
34	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$222M	-$49.1M	3	3%	Reduced
35	Egerton Capital (UK) London, United Kingdom	$221M	-$96.1M	1	3.03%	Reduced
36	LSV Asset Management Chicago, Illinois	$210M	-$11.6M	3	0.44%	Reduced
37	AG Artal Group Luxembourg	$206M	$0	1	9.51%	Maintained
38	SC Sasco Capital Fairfield, Connecticut	$204M	+$14.6M	1	2.29%	Increased
39	Lord, Abbett & Co Jersey City, New Jersey	$200M	-$102M	4	0.51%	Reduced
40	Deutsche Bank Frankfurt Am Main Ge, Germany	$192M	-$105M	11	0.12%	Reduced
41	PCM Pennant Capital Management Summit, New Jersey	$183M	$0	1	3.42%	Maintained
42	Gates Capital Management New York	$179M	-$19.8M	1	6.32%	Reduced
43	OppenheimerFunds New York	$168M	+$97.3M	2	0.19%	Increased
44	UBS O'Connor Chicago, Illinois	$167M	+$87.2M	2	1.62%	Increased
45	Legal & General Group London, United Kingdom	$166M	-$1.92M	8	0.2%	Reduced
46	Adage Capital Partners Boston, Massachusetts	$155M	+$60.4M	2	0.38%	Increased
47	California Public Employees Retirement System Sacramento, California	$152M	-$16.4K	10	0.21%	Reduced
48	Fidelity International Hamilton, Bermuda	$149M	-$22M	1	0.48%	Reduced
49	Neuberger Berman Group New York	$149M	+$9.54M	4	0.16%	Increased
50	Soros Fund Management New York	$147M	$0	1	1.45%	Maintained