← 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
JP Morgan Chase
JP Morgan Chase
New York
$430M -$140M 12 0.09% Reduced
27
Morgan Stanley
Morgan Stanley
New York
$428M -$21.8M 15 0.11% Reduced
28
Bank of America
Bank of America
North Carolina
$414M +$10.5M 15 0.06% Increased
29
Ameriprise
Ameriprise
Minnesota
$411M +$16.8M 11 0.18% Increased
30
Legal & General Group
Legal & General Group
United Kingdom
$380M -$1.22M 10 0.2% Reduced
31
Nuveen
Nuveen
North Carolina
$370M -$245M 11 0.15% Reduced
32
Janus Henderson Group
Janus Henderson Group
$351M -$119M 8 0.19% Reduced
33
William Blair Investment Management
William Blair Investment Management
Illinois
$336M +$6.04M 4 1.44% Increased
34
Charles Schwab
Charles Schwab
California
$335M +$11.7M 12 0.2% Increased
35
Franklin Resources
Franklin Resources
California
$306M +$42.9M 6 0.17% Increased
36
CIP
Champlain Investment Partners
Vermont
$304M +$180M 3 2.5% Increased
37
UBS AM
UBS AM
Illinois
$301M -$3.34M 12 0.2% Reduced
38
D.E. Shaw & Co
D.E. Shaw & Co
New York
$297M -$43.4M 11 0.37% Reduced
39
Deutsche Bank
Deutsche Bank
Germany
$264M -$40.2M 14 0.18% Reduced
40
American Century Companies
American Century Companies
Missouri
$250M -$67.9M 4 0.25% Reduced
41
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$240M +$7.85M 4 0.21% Increased
42
PAR Capital Management
PAR Capital Management
Massachusetts
$237M $0 1 4.11% Maintained
43
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$234M +$13.9M 12 0.19% Increased
44
APG Asset Management
APG Asset Management
Netherlands
$232M +$59.8M 5 0.38% Increased
45
California Public Employees Retirement System
California Public Employees Retirement System
California
$224M +$24.3M 12 0.22% Increased
46
Congress Asset Management
Congress Asset Management
Massachusetts
$213M -$382K 2 2.74% Reduced
47
Swiss National Bank
Swiss National Bank
Switzerland
$212M +$1.14M 10 0.23% Increased
48
Glenview Capital Management
Glenview Capital Management
New York
$185M $0 1 1.94% Maintained
49
AQR Capital Management
AQR Capital Management
Connecticut
$166M -$56.3M 7 0.2% Reduced
50
Nordea Investment Management
Nordea Investment Management
Sweden
$166M +$29.3M 5 0.36% Increased
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