← 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
ROIC
Route One Investment Company
California
$497M $0 2 18.82% Maintained
27
Legal & General Group
Legal & General Group
United Kingdom
$475M -$27.5M 19 0.19% Reduced
28
Renaissance Technologies
Renaissance Technologies
New York
$464M -$3.02M 18 0.66% Reduced
29
Nuveen
Nuveen
North Carolina
$461M +$8.17M 19 0.19% Increased
30
LSV Asset Management
LSV Asset Management
Illinois
$460M +$4.07M 5 1.08% Increased
31
Ameriprise
Ameriprise
Minnesota
$460M +$24.5M 17 0.17% Increased
32
CIP
Champlain Investment Partners
Vermont
$400M -$66.1M 4 2.73% Reduced
33
Wellington Management Group
Wellington Management Group
Massachusetts
$393M +$41.8M 7 0.08% Increased
34
SPM
Sycamore Partners Management
New York
$343M $0 1 100% Maintained
35
Franklin Resources
Franklin Resources
California
$337M +$655K 11 0.18% Increased
36
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$330M +$363M 3 0.26% New
37
London Company of Virginia
London Company of Virginia
Virginia
$330M -$6.09M 2 2.09% Reduced
38
OCBV
Ownership Capital B.V.
Netherlands
$324M -$26.4M 1 6.27% Reduced
39
UBS AM
UBS AM
Illinois
$322M -$19.7M 16 0.18% Reduced
40
Federated Hermes
Federated Hermes
Pennsylvania
$313M +$37.1M 12 0.92% Increased
41
Swiss National Bank
Swiss National Bank
Switzerland
$303M +$1.24M 16 0.22% Increased
42
Marshall Wace
Marshall Wace
United Kingdom
$302M -$17.3M 14 0.66% Reduced
43
TPG GP A
TPG GP A
Texas
$284M -$115M 1 4.65% Reduced
44
Point72 Asset Management
Point72 Asset Management
Connecticut
$283M +$51.8M 6 1.13% Increased
45
Janus Henderson Group
Janus Henderson Group
$275M -$4.55M 12 0.21% Reduced
46
OCA
OEP Capital Advisors
New York
$260M $0 1 34.42% Maintained
47
Deutsche Bank
Deutsche Bank
Germany
$259M -$15.8M 19 0.16% Reduced
48
First Trust Advisors
First Trust Advisors
Illinois
$247M -$22M 12 0.32% Reduced
49
Victory Capital Management
Victory Capital Management
Texas
$247M -$2.89M 15 0.29% Reduced
50
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$247M -$65.5M 13 0.68% Reduced
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