← 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
Legal & General Group
Legal & General Group
United Kingdom
$467M -$11.9M 13 0.23% Reduced
27
Charles Schwab
Charles Schwab
California
$432M +$10.6M 14 0.21% Increased
28
Nuveen
Nuveen
North Carolina
$425M +$26.9M 13 0.17% Increased
29
Morgan Stanley
Morgan Stanley
New York
$414M +$37.5M 17 0.09% Increased
30
Wells Fargo
Wells Fargo
California
$406M -$28.5M 17 0.12% Reduced
31
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$387M +$13.7M 4 0.27% Increased
32
CIP
Champlain Investment Partners
Vermont
$386M +$26.8M 3 2.77% Increased
33
JP
Jana Partners
New York
$382M -$29.2M 1 35.84% Reduced
34
UBS AM
UBS AM
Illinois
$380M -$8.87M 12 0.23% Reduced
35
AG
Artal Group
Luxembourg
$376M $0 1 10.52% Maintained
36
Victory Capital Management
Victory Capital Management
Texas
$351M +$103M 12 0.48% Increased
37
ROIC
Route One Investment Company
California
$345M +$80.1M 2 9.83% Increased
38
DVI
Deccan Value Investors
Connecticut
$329M -$205M 1 17.1% Reduced
39
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$317M +$9.02M 13 0.24% Increased
40
Swiss National Bank
Swiss National Bank
Switzerland
$283M -$2.81M 12 0.24% Reduced
41
APG Asset Management
APG Asset Management
Netherlands
$282M -$3.4M 7 0.51% Reduced
42
Deutsche Bank
Deutsche Bank
Germany
$273M -$56M 14 0.21% Reduced
43
Wellington Management Group
Wellington Management Group
Massachusetts
$272M +$161M 7 0.06% Increased
44
Capital International Investors
Capital International Investors
California
$236M +$152M 1 0.08% Increased
45
California Public Employees Retirement System
California Public Employees Retirement System
California
$225M +$3.62M 13 0.22% Increased
46
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$223M +$17.3M 15 0.09% Increased
47
Congress Asset Management
Congress Asset Management
Massachusetts
$214M -$3.82M 2 2.54% Reduced
48
American Century Companies
American Century Companies
Missouri
$209M -$5.41M 10 0.2% Reduced
49
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$208M +$33.3M 7 0.71% Increased
50
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$207M +$80.3M 8 0.24% Increased
1
2
3 4 5