← 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	Millennium Management New York	$307M	+$56.8M	7	0.65%	Increased
27	Dimensional Fund Advisors Austin, Texas	$306M	+$18.8M	10	0.19%	Increased
28	Neuberger Berman Group New York	$306M	+$91.4M	4	0.4%	Increased
29	Renaissance Technologies New York	$302M	+$133M	11	0.66%	Increased
30	Harding Loevner Bridgewater, New Jersey	$296M	-$32M	2	2.4%	Reduced
31	Janus Henderson Investors US Denver, Colorado	$291M	-$19M	5	0.25%	Reduced
32	Credit Suisse Zurich, Switzerland	$278M	+$31.3M	9	0.32%	Increased
33	Citadel Advisors Miami, Florida	$277M	-$43M	9	0.3%	Reduced
34	D.E. Shaw & Co New York	$277M	+$71.7M	9	0.41%	Increased
35	First Trust Advisors Wheaton, Illinois	$253M	-$14.1M	7	0.66%	Reduced
36	Wells Fargo San Francisco, California	$245M	+$6.92M	10	0.1%	Increased
37	Jennison Associates New York	$234M	+$169M	2	0.23%	Increased
38	TIAA CREF Investment Management New York	$228M	-$17.1M	9	0.17%	Reduced
39	Principal Financial Group Des Moines, Iowa	$227M	+$23.9M	7	0.34%	Increased
40	Deutsche Bank Frankfurt Am Main Ge, Germany	$226M	-$27.4M	11	0.16%	Reduced
41	AL AJO LP Philadelphia, Pennsylvania	$217M	+$54.7M	4	0.94%	Increased
42	Adage Capital Partners Boston, Massachusetts	$204M	+$1.84M	3	0.53%	Increased
43	SC Sasco Capital Fairfield, Connecticut	$195M	-$30.3M	1	4.78%	Reduced
44	Legal & General Group London, United Kingdom	$189M	+$17.1M	8	0.21%	Increased
45	AQR Capital Management Greenwich, Connecticut	$176M	+$98.4M	6	0.31%	Increased
46	ICP Indus Capital Partners New York	$173M	+$56.3M	2	24.27%	Increased
47	American Century Companies Kansas City, Missouri	$169M	-$101M	3	0.2%	Reduced
48	Royal Bank of Canada Toronto, Ontario, Canada	$165M	+$3.06M	11	0.11%	Increased
49	Manning & Napier Advisors Fairport, New York	$147M	+$32.6M	3	0.86%	Increased
50	Charles Schwab San Francisco, California	$147M	+$2.79M	9	0.2%	Increased