← 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
$454M -$4.38M 13 0.2% Reduced
27
CIP
Champlain Investment Partners
Vermont
$446M +$11.9M 4 3.03% Increased
28
Charles Schwab
Charles Schwab
California
$439M -$8.63M 14 0.2% Reduced
29
Ameriprise
Ameriprise
Minnesota
$426M -$209M 14 0.17% Reduced
30
Nuveen
Nuveen
North Carolina
$421M -$14.2M 13 0.16% Reduced
31
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$413M +$43.3M 4 0.28% Increased
32
Wellington Management Group
Wellington Management Group
Massachusetts
$403M +$117M 8 0.08% Increased
33
Wells Fargo
Wells Fargo
California
$400M -$29.5M 17 0.11% Reduced
34
JP
Jana Partners
New York
$388M $0 1 34.69% Maintained
35
ROIC
Route One Investment Company
California
$369M +$11.5M 2 9.67% Increased
36
Victory Capital Management
Victory Capital Management
Texas
$333M -$42.7M 12 0.43% Reduced
37
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$330M +$3.94M 15 0.24% Increased
38
LSV Asset Management
LSV Asset Management
Illinois
$328M +$115M 4 0.67% Increased
39
UBS AM
UBS AM
Illinois
$317M -$64M 12 0.17% Reduced
40
Deutsche Bank
Deutsche Bank
Germany
$301M +$21.9M 14 0.21% Increased
41
APG Asset Management
APG Asset Management
Netherlands
$299M +$22.4M 6 0.52% Increased
42
Capital International Investors
Capital International Investors
California
$283M +$36.4M 1 0.09% Increased
43
AG
Artal Group
Luxembourg
$280M $0 1 6.79% Maintained
44
Swiss National Bank
Swiss National Bank
Switzerland
$270M -$10.6M 12 0.21% Reduced
45
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$227M +$10.5M 7 0.7% Increased
46
American Century Companies
American Century Companies
Missouri
$226M +$14M 10 0.2% Increased
47
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$216M +$14.1M 9 0.23% Increased
48
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$212M +$56.5M 12 0.34% Increased
49
Congress Asset Management
Congress Asset Management
Massachusetts
$194M -$9.72M 2 2.1% Reduced
50
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$192M -$40.2M 15 0.07% Reduced
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