← 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
Franklin Resources
Franklin Resources
California
$375M +$45.9M 8 0.25% Increased
27
DVI
Deccan Value Investors
Connecticut
$367M +$80.6M 1 31.82% Increased
28
Wells Fargo
Wells Fargo
California
$367M -$62.2M 15 0.13% Reduced
29
JP
Jana Partners
New York
$344M -$97.3M 1 39.94% Reduced
30
Charles Schwab
Charles Schwab
California
$341M +$19.2M 13 0.2% Increased
31
Nuveen
Nuveen
North Carolina
$322M +$1.98M 12 0.16% Increased
32
UBS AM
UBS AM
Illinois
$318M +$42.3M 11 0.23% Increased
33
PAR Capital Management
PAR Capital Management
Massachusetts
$316M $0 1 13.43% Maintained
34
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$307M +$71.8M 4 0.26% Increased
35
CIP
Champlain Investment Partners
Vermont
$301M +$33.6M 3 2.71% Increased
36
Morgan Stanley
Morgan Stanley
New York
$297M -$201M 16 0.08% Reduced
37
APG Asset Management
APG Asset Management
Netherlands
$278M +$17.7M 5 0.54% Increased
38
Deerfield Management
Deerfield Management
New York
$275M $0 1 8.73% Maintained
39
Deutsche Bank
Deutsche Bank
Germany
$265M +$32.6M 14 0.24% Increased
40
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$252M +$27.1M 14 0.23% Increased
41
AG
Artal Group
Luxembourg
$251M $0 1 10.59% Maintained
42
Swiss National Bank
Swiss National Bank
Switzerland
$235M +$41.9M 11 0.25% Increased
43
Victory Capital Management
Victory Capital Management
Texas
$197M +$26.8M 14 0.33% Increased
44
ROIC
Route One Investment Company
California
$184M +$63M 2 6.04% Increased
45
California Public Employees Retirement System
California Public Employees Retirement System
California
$183M -$13.8M 13 0.22% Reduced
46
Congress Asset Management
Congress Asset Management
Massachusetts
$179M -$15.5M 2 2.72% Reduced
47
American Century Companies
American Century Companies
Missouri
$178M -$82.1M 9 0.21% Reduced
48
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$177M -$17.1M 15 0.09% Reduced
49
William Blair Investment Management
William Blair Investment Management
Illinois
$172M -$142M 2 0.84% Reduced
50
Citadel Advisors
Citadel Advisors
Florida
$157M +$14.4M 14 0.07% Increased
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