← 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	$496M	+$11.4M	19	0.18%	Increased
27	LSV Asset Management Chicago, Illinois	$463M	-$41M	5	1%	Reduced
28	Nuveen Charlotte, North Carolina	$457M	+$67M	19	0.18%	Increased
29	CIP Champlain Investment Partners Burlington, Vermont	$441M	-$51.5M	4	2.85%	Reduced
30	Ameriprise Minneapolis, Minnesota	$431M	+$9.2M	17	0.15%	Increased
31	Wellington Management Group Boston, Massachusetts	$425M	-$217M	7	0.09%	Reduced
32	Amundi Paris, France	$423M	+$19.3M	9	0.34%	Increased
33	Millennium Management New York	$394M	+$252M	21	0.24%	Increased
34	TPG GP A Fort Worth, Texas	$368M	+$134M	1	5.68%	Increased
35	SPM Sycamore Partners Management New York	$356M	$0	1	92.52%	Maintained
36	Franklin Resources San Mateo, California	$350M	-$4.75M	12	0.17%	Reduced
37	UBS AM Chicago, Illinois	$338M	+$16M	16	0.18%	Increased
38	OCBV Ownership Capital B.V. Amsterdam, Netherlands	$336M	+$12.3M	1	5.77%	Increased
39	Pzena Investment Management New York	$329M	+$47.8M	1	1.47%	Increased
40	London Company of Virginia Richmond, Virginia	$324M	-$19.1M	2	1.98%	Reduced
41	Marshall Wace London, United Kingdom	$307M	+$84.8M	12	0.63%	Increased
42	Swiss National Bank Zurich, Switzerland	$302M	+$301K	16	0.2%	Increased
43	Federated Hermes Pittsburgh, Pennsylvania	$294M	+$37.1M	12	0.8%	Increased
44	Thrivent Financial for Lutherans Minneapolis, Minnesota	$292M	+$4.05M	14	0.78%	Increased
45	Deutsche Bank Frankfurt Am Main Ge, Germany	$277M	+$2.66M	19	0.15%	Increased
46	First Trust Advisors Wheaton, Illinois	$275M	+$151M	12	0.34%	Increased
47	Victory Capital Management San Antonio, Texas	$267M	+$71.3M	17	0.3%	Increased
48	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$266M	-$34M	7	0.2%	Reduced
49	Janus Henderson Group London,	$265M	-$281M	16	0.18%	Reduced
50	OCA OEP Capital Advisors New York	$249M	$0	1	34.74%	Maintained