← 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	CIP Champlain Investment Partners Burlington, Vermont	$556M	+$37M	4	2.66%	Increased
27	Morgan Stanley New York	$550M	-$60.7M	19	0.07%	Reduced
28	ROIC Route One Investment Company San Francisco, California	$531M	+$42.5M	2	13.68%	Increased
29	Goldman Sachs New York	$527M	+$71.9M	17	0.11%	Increased
30	Franklin Resources San Mateo, California	$513M	+$54M	12	0.19%	Increased
31	Nuveen Charlotte, North Carolina	$479M	-$34.4M	17	0.15%	Reduced
32	APG Asset Management Amsterdam, Netherlands	$474M	+$70.2M	7	0.84%	Increased
33	Bank of America Charlotte, North Carolina	$470M	+$56.9M	18	0.05%	Increased
34	American Century Companies Kansas City, Missouri	$456M	+$73M	8	0.31%	Increased
35	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$447M	-$17.4M	4	0.28%	Reduced
36	Amundi Paris, France	$413M	-$8.88M	8	0.29%	Reduced
37	UBS AM Chicago, Illinois	$408M	+$587K	14	0.17%	Increased
38	Parametric Portfolio Associates Seattle, Washington	$402M	-$24.4M	16	0.23%	Reduced
39	Deutsche Bank Frankfurt Am Main Ge, Germany	$387M	-$25.1M	17	0.18%	Reduced
40	OCBV Ownership Capital B.V. Amsterdam, Netherlands	$365M	+$12.1M	1	4.14%	Increased
41	Swiss National Bank Zurich, Switzerland	$334M	-$9.89M	14	0.21%	Reduced
42	OCA OEP Capital Advisors New York	$322M	$0	1	24.37%	Maintained
43	Fiduciary Management Inc Milwaukee, Wisconsin	$320M	+$3.92M	2	2.39%	Increased
44	Citadel Advisors Miami, Florida	$317M	-$87.6M	17	0.07%	Reduced
45	Marshall Wace North America New York	$310M	+$223M	10	1.32%	Increased
46	Credit Suisse Zurich, Switzerland	$310M	-$44.7M	14	0.17%	Reduced
47	William Blair Investment Management Chicago, Illinois	$276M	+$73.4M	2	0.78%	Increased
48	JP Jana Partners New York	$273M	$0	1	21.32%	Maintained
49	AG Artal Group Luxembourg	$270M	$0	1	6.05%	Maintained
50	Fred Alger Management New York	$266M	+$1.77M	1	0.63%	Increased