← 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	Dimensional Fund Advisors Austin, Texas	$337M	+$16.4M	10	0.18%	Increased
27	Baillie Gifford & Co Edinburgh, United Kingdom	$334M	+$343M	1	0.52%	New
28	Brown Advisory Baltimore, Maryland	$331M	+$30.7M	3	1.14%	Increased
29	Wells Fargo San Francisco, California	$322M	+$20.6M	10	0.12%	Increased
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$311M	+$20M	11	0.22%	Increased
31	AG Artal Group Luxembourg	$304M	$0	1	6.02%	Maintained
32	AQR Capital Management Greenwich, Connecticut	$291M	-$10.8M	7	0.45%	Reduced
33	TimesSquare Capital Management New York	$289M	+$16.2M	1	1.87%	Increased
34	Millennium Management New York	$288M	-$112M	8	0.48%	Reduced
35	American Century Companies Kansas City, Missouri	$280M	+$48.3M	7	0.31%	Increased
36	Adage Capital Partners Boston, Massachusetts	$272M	-$30.4M	3	0.75%	Reduced
37	Principal Financial Group Des Moines, Iowa	$271M	+$11.9M	7	0.36%	Increased
38	Teachers Advisors New York	$243M	+$7.54M	9	0.4%	Increased
39	DVI Deccan Value Investors Greenwich, Connecticut	$242M	+$112M	1	22.49%	Increased
40	ROIC Route One Investment Company San Francisco, California	$242M	+$18.6M	1	10.95%	Increased
41	JP Morgan Chase New York	$236M	+$14.2M	9	0.06%	Increased
42	Legal & General Group London, United Kingdom	$230M	+$25.2M	8	0.23%	Increased
43	SC Sasco Capital Fairfield, Connecticut	$230M	+$38M	1	5.76%	Increased
44	Janus Henderson Investors US Denver, Colorado	$223M	-$21.1M	5	0.19%	Reduced
45	BlackRock Advisors Wilmington, Delaware	$219M	+$35.3M	9	0.23%	Increased
46	Acadian Asset Management Boston, Massachusetts	$212M	+$9.61M	6	1.05%	Increased
47	Third Point New York	$200M	+$196M	1	1.74%	New
48	Boston Partners Boston, Massachusetts	$190M	+$38.5M	4	0.27%	Increased
49	Jennison Associates New York	$190M	-$29.4M	2	0.2%	Reduced
50	UBS O'Connor Chicago, Illinois	$184M	+$20.7M	2	2.73%	Increased