← 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	APG Asset Management Amsterdam, Netherlands	$553M	+$240M	7	0.9%	Increased
27	Charles Schwab San Francisco, California	$540M	+$13.1M	14	0.21%	Increased
28	Legal & General Group London, United Kingdom	$540M	+$3.7M	14	0.21%	Increased
29	CIP Champlain Investment Partners Burlington, Vermont	$539M	-$18.3M	4	3.1%	Reduced
30	OCA OEP Capital Advisors New York	$519M	+$427M	1	30.46%	New
31	Nuveen Charlotte, North Carolina	$507M	+$13.4M	14	0.17%	Increased
32	Janus Henderson Group London,	$500M	-$97.7M	8	0.23%	Reduced
33	Goldman Sachs New York	$500M	-$49.3M	16	0.13%	Reduced
34	Bank of America Charlotte, North Carolina	$440M	-$115M	16	0.06%	Reduced
35	ROIC Route One Investment Company San Francisco, California	$426M	+$30.9M	2	11.97%	Increased
36	Capital International Investors Los Angeles, California	$423M	+$80.6M	1	0.12%	Increased
37	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$422M	-$58.4M	4	0.27%	Reduced
38	JP Jana Partners New York	$394M	$0	1	26.65%	Maintained
39	Parametric Portfolio Associates Seattle, Washington	$392M	+$8.6M	15	0.24%	Increased
40	UBS AM Chicago, Illinois	$387M	+$3.03M	12	0.18%	Increased
41	Deutsche Bank Frankfurt Am Main Ge, Germany	$363M	+$7.34M	15	0.22%	Increased
42	AG Artal Group Luxembourg	$362M	$0	1	7.76%	Maintained
43	Victory Capital Management San Antonio, Texas	$343M	-$61.8M	12	0.38%	Reduced
44	Swiss National Bank Zurich, Switzerland	$312M	-$4.92M	13	0.22%	Reduced
45	Amundi Asset Management US Boston, Massachusetts	$281M	+$21.2M	7	0.24%	Increased
46	Royal Bank of Canada Toronto, Ontario, Canada	$277M	+$45.8M	15	0.08%	Increased
47	Credit Suisse Zurich, Switzerland	$276M	+$47M	14	0.14%	Increased
48	American Century Companies Kansas City, Missouri	$263M	+$30.1M	9	0.2%	Increased
49	Robeco Institutional Asset Management Rotterdam, Netherlands	$258M	-$28.4M	8	0.68%	Reduced
50	Arrowstreet Capital Boston, Massachusetts	$257M	+$14M	11	0.36%	Increased