← 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
Renaissance Technologies
Renaissance Technologies
New York
$536M -$28.1M 17 0.71% Reduced
27
Amundi
Amundi
France
$535M -$168M 11 0.29% Reduced
28
Legal & General Group
Legal & General Group
United Kingdom
$526M +$7.57M 19 0.19% Increased
29
Franklin Resources
Franklin Resources
California
$498M +$2.18M 10 0.25% Increased
30
Nuveen
Nuveen
North Carolina
$496M +$17.6M 19 0.18% Increased
31
LSV Asset Management
LSV Asset Management
Illinois
$491M -$7.12M 5 1.1% Reduced
32
Federated Hermes
Federated Hermes
Pennsylvania
$483M +$110M 13 1.22% Increased
33
Wellington Management Group
Wellington Management Group
Massachusetts
$473M +$74.2M 13 0.09% Increased
34
CIP
Champlain Investment Partners
Vermont
$453M +$4.27M 4 2.85% Increased
35
Pzena Investment Management
Pzena Investment Management
New York
$426M -$82.6M 1 1.84% Reduced
36
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$411M +$1.02M 3 0.29% Increased
37
UBS AM
UBS AM
Illinois
$387M +$15.9M 15 0.19% Increased
38
London Company of Virginia
London Company of Virginia
Virginia
$374M -$75.1M 2 2.16% Reduced
39
Ameriprise
Ameriprise
Minnesota
$373M -$78.9M 16 0.12% Reduced
40
SPM
Sycamore Partners Management
New York
$359M $0 1 100% Maintained
41
Stockbridge Partners
Stockbridge Partners
Massachusetts
$331M +$313M 1 7.66% New
42
Swiss National Bank
Swiss National Bank
Switzerland
$327M -$14.1M 15 0.22% Reduced
43
Man Group
Man Group
United Kingdom
$322M -$187M 0 – Closed
44
Point72 Asset Management
Point72 Asset Management
Connecticut
$315M -$181M 13 0.98% Reduced
45
OCBV
Ownership Capital B.V.
Netherlands
$306M -$3.22M 1 5.38% Reduced
46
Nordea Investment Management
Nordea Investment Management
Sweden
$303M +$256M 7 0.44% Increased
47
Allspring Global Investments
Allspring Global Investments
North Carolina
$293M +$51.9M 17 0.48% Increased
48
Deutsche Bank
Deutsche Bank
Germany
$285M -$14M 19 0.16% Reduced
49
Marshall Wace
Marshall Wace
United Kingdom
$279M -$58.5M 11 0.59% Reduced
50
Janus Henderson Group
Janus Henderson Group
$270M -$9.04M 15 0.18% Reduced
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