← 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	Bank of America Charlotte, North Carolina	$531M	+$66.6M	20	0.05%	Increased
27	CIP Champlain Investment Partners Burlington, Vermont	$531M	-$63.2M	4	2.75%	Reduced
28	Goldman Sachs New York	$518M	+$17.6M	19	0.11%	Increased
29	American Century Companies Kansas City, Missouri	$501M	+$2.91M	9	0.34%	Increased
30	SPM Sycamore Partners Management New York	$499M	$0	1	96.41%	Maintained
31	Ameriprise Minneapolis, Minnesota	$467M	+$199M	17	0.14%	Increased
32	Amundi Paris, France	$441M	+$64.6M	8	0.3%	Increased
33	Franklin Resources San Mateo, California	$429M	-$73M	11	0.17%	Reduced
34	Nuveen Charlotte, North Carolina	$420M	-$9.42M	17	0.14%	Reduced
35	Parametric Portfolio Associates Seattle, Washington	$402M	+$11.4M	17	0.21%	Increased
36	VSCP Vesey Street Capital Partners New York	$401M	$0	1	100%	Maintained
37	Pzena Investment Management New York	$390M	+$69.7M	1	1.47%	Increased
38	Allspring Global Investments Charlotte, North Carolina	$384M	-$179M	15	0.49%	Reduced
39	OCBV Ownership Capital B.V. Amsterdam, Netherlands	$374M	+$46.5M	1	4.94%	Increased
40	UBS AM Chicago, Illinois	$366M	-$715K	15	0.16%	Reduced
41	Swiss National Bank Zurich, Switzerland	$335M	+$40.5M	15	0.19%	Increased
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$328M	-$50.9M	6	0.22%	Reduced
43	Deutsche Bank Frankfurt Am Main Ge, Germany	$317M	-$48.3M	18	0.15%	Reduced
44	William Blair Investment Management Chicago, Illinois	$310M	-$6.35M	2	0.92%	Reduced
45	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$304M	+$287M	1	6.39%	Increased
46	London Company of Virginia Richmond, Virginia	$295M	+$79.5M	2	1.56%	Increased
47	Wells Fargo San Francisco, California	$291M	+$40M	21	0.07%	Increased
48	Federated Hermes Pittsburgh, Pennsylvania	$285M	+$36.4M	13	0.64%	Increased
49	Capital Research Global Investors Los Angeles, California	$281M	-$186M	2	0.07%	Reduced
50	JP Jana Partners New York	$270M	$0	1	17.54%	Maintained