← 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	Wells Fargo San Francisco, California	$403M	+$18.7M	14	0.12%	Increased
27	Wellington Management Group Boston, Massachusetts	$389M	-$66.3M	5	0.09%	Reduced
28	Morgan Stanley New York	$367M	-$133M	15	0.1%	Reduced
29	Legal & General Group London, United Kingdom	$347M	+$52.5M	11	0.2%	Increased
30	DVI Deccan Value Investors Greenwich, Connecticut	$321M	-$10.3M	1	24.36%	Reduced
31	American Century Companies Kansas City, Missouri	$304M	+$69.9M	6	0.31%	Increased
32	Charles Schwab San Francisco, California	$302M	-$3.81M	12	0.19%	Reduced
33	AG Artal Group Luxembourg	$299M	$0	1	12.19%	Maintained
34	Ameriprise Minneapolis, Minnesota	$294M	-$41.6M	11	0.14%	Reduced
35	Millennium Management New York	$287M	-$119M	14	0.43%	Reduced
36	OppenheimerFunds New York	$281M	-$6.1M	8	0.35%	Reduced
37	APG Asset Management Amsterdam, Netherlands	$274M	+$29M	6	0.5%	Increased
38	AQR Capital Management Greenwich, Connecticut	$273M	-$40.8M	7	0.29%	Reduced
39	Citadel Advisors Miami, Florida	$262M	+$24.8M	12	0.13%	Increased
40	Two Sigma Advisers New York	$255M	+$22.7M	12	0.64%	Increased
41	Deutsche Bank Frankfurt Am Main Ge, Germany	$251M	-$39M	14	0.15%	Reduced
42	UBS AM Chicago, Illinois	$249M	+$12.3M	11	0.19%	Increased
43	Two Sigma Investments New York	$237M	+$67M	10	0.77%	Increased
44	Credit Suisse Zurich, Switzerland	$233M	-$32.3M	11	0.21%	Reduced
45	Franklin Resources San Mateo, California	$230M	+$9.09M	6	0.12%	Increased
46	Royal Bank of Canada Toronto, Ontario, Canada	$230M	+$78.5M	13	0.1%	Increased
47	William Blair Investment Management Chicago, Illinois	$226M	+$46.8M	4	0.95%	Increased
48	Macquarie Group Sydney, NSW 2000, Australia	$222M	-$10.8M	7	0.38%	Reduced
49	Parametric Portfolio Associates Seattle, Washington	$218M	+$10.4M	11	0.19%	Increased
50	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$210M	+$20.3M	4	0.19%	Increased