← 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
Bank of America
Bank of America
North Carolina
$466M -$7.61M 14 0.07% Reduced
27
Legal & General Group
Legal & General Group
United Kingdom
$456M +$11.5M 12 0.22% Increased
28
JP Morgan Chase
JP Morgan Chase
New York
$431M -$54.1M 13 0.08% Reduced
29
Franklin Resources
Franklin Resources
California
$428M +$55.2M 8 0.22% Increased
30
Janus Henderson Group
Janus Henderson Group
$412M +$12.3M 9 0.21% Increased
31
William Blair Investment Management
William Blair Investment Management
Illinois
$399M +$336K 3 1.59% Increased
32
Charles Schwab
Charles Schwab
California
$396M +$7.08M 13 0.21% Increased
33
Nuveen
Nuveen
North Carolina
$392M -$17.7M 12 0.15% Reduced
34
CIP
Champlain Investment Partners
Vermont
$390M +$41.7M 3 2.85% Increased
35
Ameriprise
Ameriprise
Minnesota
$383M -$63.7M 13 0.16% Reduced
36
APG Asset Management
APG Asset Management
Netherlands
$341M +$73.5M 5 0.55% Increased
37
UBS AM
UBS AM
Illinois
$325M -$18.7M 11 0.2% Reduced
38
PAR Capital Management
PAR Capital Management
Massachusetts
$312M $0 1 6.07% Maintained
39
Deutsche Bank
Deutsche Bank
Germany
$288M -$12.8M 14 0.19% Reduced
40
American Century Companies
American Century Companies
Missouri
$287M +$3.62M 6 0.27% Increased
41
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$281M +$1.85M 4 0.22% Increased
42
D.E. Shaw & Co
D.E. Shaw & Co
New York
$274M -$68.3M 11 0.31% Reduced
43
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$269M +$814K 12 0.2% Increased
44
Wellington Management Group
Wellington Management Group
Massachusetts
$266M -$279M 8 0.06% Reduced
45
California Public Employees Retirement System
California Public Employees Retirement System
California
$249M -$9.23M 12 0.23% Reduced
46
Congress Asset Management
Congress Asset Management
Massachusetts
$238M -$8.78M 2 2.9% Reduced
47
Swiss National Bank
Swiss National Bank
Switzerland
$237M -$7.78M 11 0.24% Reduced
48
Victory Capital Management
Victory Capital Management
Texas
$225M +$43.3M 12 0.27% Increased
49
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$223M +$35.8M 14 0.08% Increased
50
Credit Suisse
Credit Suisse
Switzerland
$208M +$63.3M 12 0.15% Increased
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