← 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
Invesco
Invesco
Georgia
$378M +$74.5M 11 0.12% Increased
27
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$355M -$7.61M 1 0.52% Reduced
28
Credit Suisse
Credit Suisse
Switzerland
$344M -$38.5M 10 0.31% Reduced
29
Apollo Management Holdings
Apollo Management Holdings
New York
$341M +$322M 1 6.16% New
30
Millennium Management
Millennium Management
New York
$339M +$56M 10 0.62% Increased
31
American Century Companies
American Century Companies
Missouri
$323M +$2.57M 8 0.34% Increased
32
Principal Financial Group
Principal Financial Group
Iowa
$308M +$8.09M 8 0.37% Increased
33
SC
Sasco Capital
Connecticut
$303M -$25.4M 2 8.03% Reduced
34
Deutsche Bank
Deutsche Bank
Germany
$275M +$12.3M 12 0.2% Increased
35
Wellington Management Group
Wellington Management Group
Massachusetts
$270M +$143M 4 0.07% Increased
36
JP
Jana Partners
New York
$259M -$524M 1 4.82% Reduced
37
Legal & General Group
Legal & General Group
United Kingdom
$259M +$14.4M 10 0.22% Increased
38
Teachers Advisors
Teachers Advisors
New York
$253M -$3.63M 10 0.37% Reduced
39
JP Morgan Chase
JP Morgan Chase
New York
$244M +$125M 10 0.06% Increased
40
AQR Capital Management
AQR Capital Management
Connecticut
$235M -$21.8M 6 0.31% Reduced
41
Renaissance Technologies
Renaissance Technologies
New York
$223M -$61.6M 10 0.31% Reduced
42
Prudential Financial
Prudential Financial
New Jersey
$220M +$52.9M 8 0.34% Increased
43
Bank of Montreal
Bank of Montreal
Ontario, Canada
$212M +$55.3M 11 0.2% Increased
44
Acadian Asset Management
Acadian Asset Management
Massachusetts
$209M -$4.66M 6 0.96% Reduced
45
VAM
ValueInvest Asset Management
Luxembourg
$209M -$2.68M 2 12.67% Reduced
46
AllianceBernstein
AllianceBernstein
Tennessee
$196M +$123M 10 0.16% Increased
47
TimesSquare Capital Management
TimesSquare Capital Management
New York
$190M -$92.7M 1 1.23% Reduced
48
Gates Capital Management
Gates Capital Management
New York
$187M -$5.18M 2 6.79% Reduced
49
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$182M -$8.98M 5 0.15% Reduced
50
Perkins Investment Management
Perkins Investment Management
Illinois
$178M +$5.87M 3 2.2% Increased
1
2
3 4 5