← 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 London, United Kingdom	$580M	+$1.78M	14	0.19%	Increased
27	ROIC Route One Investment Company San Francisco, California	$580M	+$21.8M	2	13.96%	Increased
28	Nuveen Charlotte, North Carolina	$562M	+$34.4M	15	0.17%	Increased
29	CIP Champlain Investment Partners Burlington, Vermont	$540M	+$5.41M	4	2.57%	Increased
30	APG Asset Management Amsterdam, Netherlands	$536M	-$32.6M	7	0.91%	Reduced
31	AG Artal Group Luxembourg	$536M	$0	1	10.87%	Maintained
32	Goldman Sachs New York	$503M	-$29.6M	16	0.11%	Reduced
33	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$466M	-$9.42M	5	0.28%	Reduced
34	Franklin Resources San Mateo, California	$461M	-$144M	10	0.18%	Reduced
35	Bank of America Charlotte, North Carolina	$460M	-$48.2M	15	0.05%	Reduced
36	Parametric Portfolio Associates Seattle, Washington	$453M	+$19.1M	16	0.25%	Increased
37	Deutsche Bank Frankfurt Am Main Ge, Germany	$441M	+$6.89M	15	0.21%	Increased
38	Citadel Advisors Miami, Florida	$436M	+$199M	16	0.1%	Increased
39	Amundi Paris, France	$428M	+$401M	8	0.3%	New
40	American Century Companies Kansas City, Missouri	$412M	+$14.4M	10	0.28%	Increased
41	UBS AM Chicago, Illinois	$411M	+$1.71M	14	0.18%	Increased
42	Millennium Management New York	$386M	+$135M	15	0.24%	Increased
43	Fiduciary Management Inc Milwaukee, Wisconsin	$379M	+$103M	2	2.79%	Increased
44	OCA OEP Capital Advisors New York	$379M	$0	1	30.43%	Maintained
45	Swiss National Bank Zurich, Switzerland	$358M	+$9.47M	14	0.22%	Increased
46	Victory Capital Management San Antonio, Texas	$339M	-$58.2M	12	0.33%	Reduced
47	Credit Suisse Zurich, Switzerland	$332M	+$41.4M	14	0.18%	Increased
48	OCBV Ownership Capital B.V. Amsterdam, Netherlands	$331M	+$93.4M	1	3.85%	Increased
49	JP Jana Partners New York	$293M	-$105M	1	24.17%	Reduced
50	ACM Alua Capital Management New York	$275M	+$41.1M	1	14.33%	Increased