← 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
Legal & General Group
United Kingdom
$496M +$7.25M 19 0.19% Increased
27
LSV Asset Management
LSV Asset Management
Illinois
$493M +$2.15M 5 1.09% Increased
28
Millennium Management
Millennium Management
New York
$488M -$83.1M 18 0.27% Reduced
29
Franklin Resources
Franklin Resources
California
$472M +$31.7M 10 0.25% Increased
30
Point72 Asset Management
Point72 Asset Management
Connecticut
$459M +$118M 8 1.56% Increased
31
Nuveen
Nuveen
North Carolina
$444M -$48.8M 19 0.17% Reduced
32
Ameriprise
Ameriprise
Minnesota
$441M -$67.3M 16 0.15% Reduced
33
CIP
Champlain Investment Partners
Vermont
$431M -$37.8M 4 2.77% Reduced
34
Wellington Management Group
Wellington Management Group
Massachusetts
$426M +$11.7M 11 0.09% Increased
35
Pzena Investment Management
Pzena Investment Management
New York
$398M +$166M 2 1.76% Increased
36
Federated Hermes
Federated Hermes
Pennsylvania
$382M +$6.27M 12 1.06% Increased
37
London Company of Virginia
London Company of Virginia
Virginia
$380M -$5.32M 2 2.24% Reduced
38
UBS AM
UBS AM
Illinois
$358M +$20.7M 15 0.19% Increased
39
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$348M -$5.44M 3 0.27% Reduced
40
First Trust Advisors
First Trust Advisors
Illinois
$345M +$68.7M 16 0.41% Increased
41
Swiss National Bank
Swiss National Bank
Switzerland
$325M +$7.11M 16 0.23% Increased
42
Marshall Wace
Marshall Wace
United Kingdom
$317M -$34.3M 9 0.71% Reduced
43
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$298M +$8.48M 12 0.77% Increased
44
OCBV
Ownership Capital B.V.
Netherlands
$294M -$16.3M 1 5.77% Reduced
45
Deutsche Bank
Deutsche Bank
Germany
$287M +$24.3M 19 0.17% Increased
46
William Blair Investment Management
William Blair Investment Management
Illinois
$271M +$38.4M 2 1.04% Increased
47
OCA
OEP Capital Advisors
New York
$266M $0 1 28.11% Maintained
48
Janus Henderson Group
Janus Henderson Group
$263M -$15.1M 15 0.19% Reduced
49
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$259M +$17.3M 6 0.21% Increased
50
California Public Employees Retirement System
California Public Employees Retirement System
California
$252M -$5.54M 7 0.22% Reduced