← 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	TimesSquare Capital Management New York	$294M	+$13.6M	1	1.84%	Increased
27	Capital World Investors Los Angeles, California	$290M	-$5.48M	2	0.09%	Reduced
28	Morgan Stanley New York	$289M	-$13.8M	11	0.11%	Reduced
29	Dimensional Fund Advisors Austin, Texas	$277M	+$5.18M	10	0.18%	Increased
30	First Trust Advisors Wheaton, Illinois	$267M	+$109M	8	0.77%	Increased
31	American Century Companies Kansas City, Missouri	$263M	+$12.5M	3	0.32%	Increased
32	Credit Suisse Zurich, Switzerland	$248M	+$26.2M	10	0.3%	Increased
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$245M	+$28.9M	10	0.19%	Increased
34	Millennium Management New York	$243M	+$131M	8	0.47%	Increased
35	TIAA CREF Investment Management New York	$241M	-$10.6M	8	0.19%	Reduced
36	Wells Fargo San Francisco, California	$221M	+$6.32M	10	0.09%	Increased
37	SC Sasco Capital Fairfield, Connecticut	$217M	-$8.11M	1	4.7%	Reduced
38	Neuberger Berman Group New York	$215M	+$84.4M	4	0.28%	Increased
39	D.E. Shaw & Co New York	$209M	-$16.8M	8	0.31%	Reduced
40	Principal Financial Group Des Moines, Iowa	$206M	+$21.4M	7	0.32%	Increased
41	Wellington Management Group Boston, Massachusetts	$200M	+$85.2M	5	0.06%	Increased
42	Viking Global Investors Stamford, Connecticut	$198M	-$173M	1	0.76%	Reduced
43	Adage Capital Partners Boston, Massachusetts	$193M	+$22M	1	0.54%	Increased
44	AG Artal Group Luxembourg	$188M	$0	1	4.2%	Maintained
45	Legal & General Group London, United Kingdom	$172M	+$7.82M	8	0.21%	Increased
46	AL AJO LP Philadelphia, Pennsylvania	$165M	+$141M	4	0.76%	Increased
47	Renaissance Technologies New York	$165M	+$83.6M	8	0.39%	Increased
48	Royal Bank of Canada Toronto, Ontario, Canada	$160M	-$19M	10	0.12%	Reduced
49	Gates Capital Management New York	$155M	-$5.82M	1	5.98%	Reduced
50	PCM Pennant Capital Management Summit, New Jersey	$145M	-$12.3M	1	3.06%	Reduced