← 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	DVI Deccan Value Investors Greenwich, Connecticut	$416M	+$174M	1	35.69%	Increased
27	JP Jana Partners New York	$397M	$0	1	33.18%	Maintained
28	Bank of America Charlotte, North Carolina	$383M	-$68.8M	14	0.06%	Reduced
29	Ameriprise Minneapolis, Minnesota	$348M	+$65.4M	12	0.16%	Increased
30	Legal & General Group London, United Kingdom	$346M	-$677K	11	0.19%	Reduced
31	D.E. Shaw & Co New York	$316M	-$170M	10	0.39%	Reduced
32	William Blair Investment Management Chicago, Illinois	$296M	+$91.8M	3	1.24%	Increased
33	Charles Schwab San Francisco, California	$294M	-$812K	12	0.18%	Reduced
34	Credit Suisse Zurich, Switzerland	$289M	+$91.7M	11	0.26%	Increased
35	American Century Companies Kansas City, Missouri	$289M	-$17.3M	5	0.29%	Reduced
36	AG Artal Group Luxembourg	$283M	$0	1	11.45%	Maintained
37	Deutsche Bank Frankfurt Am Main Ge, Germany	$280M	+$32.6M	14	0.16%	Increased
38	UBS AM Chicago, Illinois	$272M	+$24.5M	11	0.19%	Increased
39	Schroder Investment Management Group London, United Kingdom	$244M	+$174M	4	0.16%	Increased
40	Franklin Resources San Mateo, California	$240M	+$23.6M	7	0.13%	Increased
41	PAR Capital Management Boston, Massachusetts	$234M	+$62.2M	1	3.92%	Increased
42	Royal Bank of Canada Toronto, Ontario, Canada	$234M	+$20.2M	13	0.09%	Increased
43	Macquarie Group Sydney, NSW 2000, Australia	$233M	+$25.8M	9	0.39%	Increased
44	Citadel Advisors Miami, Florida	$210M	-$28.8M	13	0.1%	Reduced
45	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$207M	-$7.45M	4	0.19%	Reduced
46	Parametric Portfolio Associates Seattle, Washington	$203M	-$7.59M	12	0.17%	Reduced
47	Swiss National Bank Zurich, Switzerland	$190M	+$4.19M	10	0.21%	Increased
48	Congress Asset Management Boston, Massachusetts	$189M	-$2.97M	2	2.4%	Reduced
49	Amundi Asset Management US Boston, Massachusetts	$187M	+$26.7M	6	0.15%	Increased
50	Gates Capital Management New York	$186M	+$16.4M	1	7.8%	Increased