← 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	Brown Advisory Baltimore, Maryland	$355M	-$5.08M	2	1.23%	Reduced
27	Egerton Capital (UK) London, United Kingdom	$334M	+$63K	1	3.19%	Increased
28	Dimensional Fund Advisors Austin, Texas	$334M	+$4.3M	10	0.2%	Increased
29	TimesSquare Capital Management New York	$330M	-$1.75M	1	2.16%	Reduced
30	TIAA CREF Investment Management New York	$318M	+$69.5M	9	0.24%	Increased
31	UBS O'Connor Chicago, Illinois	$315M	-$61.9M	2	3.14%	Reduced
32	Harding Loevner Bridgewater, New Jersey	$311M	-$840K	2	2.46%	Reduced
33	Wells Fargo San Francisco, California	$280M	+$21.2M	10	0.11%	Increased
34	Adage Capital Partners Boston, Massachusetts	$278M	+$61.9M	3	0.76%	Increased
35	American Century Companies Kansas City, Missouri	$276M	+$86M	5	0.32%	Increased
36	Janus Henderson Investors US Denver, Colorado	$273M	-$35M	5	0.24%	Reduced
37	AL AJO LP Philadelphia, Pennsylvania	$267M	+$19.5M	4	1.16%	Increased
38	Millennium Management New York	$266M	-$54.6M	7	0.67%	Reduced
39	Principal Financial Group Des Moines, Iowa	$248M	+$7.37M	7	0.36%	Increased
40	JP Morgan Chase New York	$241M	+$83.5M	9	0.06%	Increased
41	AQR Capital Management Greenwich, Connecticut	$241M	+$50.7M	7	0.43%	Increased
42	Deutsche Bank Frankfurt Am Main Ge, Germany	$240M	-$4.33M	11	0.18%	Reduced
43	Citadel Advisors Miami, Florida	$226M	-$61.5M	9	0.29%	Reduced
44	Nordea Investment Management Stockholm, Sweden	$207M	+$120M	4	0.62%	Increased
45	Jennison Associates New York	$205M	-$40.1M	1	0.22%	Reduced
46	Legal & General Group London, United Kingdom	$200M	-$2.04M	8	0.22%	Reduced
47	Acadian Asset Management Boston, Massachusetts	$195M	+$46.1M	5	0.99%	Increased
48	ROIC Route One Investment Company San Francisco, California	$194M	+$49.9M	1	10.16%	Increased
49	Teachers Advisors New York	$191M	+$32.6M	9	0.35%	Increased
50	SC Sasco Capital Fairfield, Connecticut	$189M	-$15.7M	1	4.82%	Reduced