← 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
Nuveen
Nuveen
North Carolina
$551M +$32.5M 18 0.19% Increased
27
Goldman Sachs
Goldman Sachs
New York
$549M -$24.1M 20 0.12% Reduced
28
Nordea Investment Management
Nordea Investment Management
Sweden
$542M +$280M 7 0.74% Increased
29
ROIC
Route One Investment Company
California
$539M -$103M 2 19.02% Reduced
30
Legal & General Group
Legal & General Group
United Kingdom
$533M +$80.3K 19 0.17% Increased
31
Renaissance Technologies
Renaissance Technologies
New York
$518M -$10.3M 15 0.75% Reduced
32
LSV Asset Management
LSV Asset Management
Illinois
$504M +$11.8M 5 1.11% Increased
33
CIP
Champlain Investment Partners
Vermont
$494M -$26.8M 4 3.04% Reduced
34
Amundi
Amundi
France
$492M -$50.9M 9 0.25% Reduced
35
Point72 Asset Management
Point72 Asset Management
Connecticut
$484M +$134M 13 1.44% Increased
36
Federated Hermes
Federated Hermes
Pennsylvania
$462M -$30M 13 1.15% Reduced
37
Pzena Investment Management
Pzena Investment Management
New York
$399M -$76.9M 1 1.7% Reduced
38
Ameriprise
Ameriprise
Minnesota
$391M -$13M 16 0.12% Reduced
39
London Company of Virginia
London Company of Virginia
Virginia
$391M -$17.9M 2 2.21% Reduced
40
UBS AM
UBS AM
Illinois
$387M $0 15 0.19% Maintained
41
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$365M -$25.4M 3 0.25% Reduced
42
Janus Henderson Group
Janus Henderson Group
$357M +$81.7M 16 0.22% Increased
43
Stockbridge Partners
Stockbridge Partners
Massachusetts
$345M -$18M 1 7.04% Reduced
44
OCBV
Ownership Capital B.V.
Netherlands
$330M +$24.7M 1 5.77% Increased
45
Wasatch Advisors
Wasatch Advisors
Utah
$328M +$1.98M 2 1.98% Increased
46
UBS Group
UBS Group
Switzerland
$325M +$119M 20 0.11% Increased
47
Man Group
Man Group
United Kingdom
$320M +$325M 9 0.99% New
48
Swiss National Bank
Swiss National Bank
Switzerland
$312M -$22.8M 16 0.21% Reduced
49
William Blair Investment Management
William Blair Investment Management
Illinois
$290M +$173K 2 0.93% Increased
50
Allspring Global Investments
Allspring Global Investments
North Carolina
$287M -$37.6M 16 0.46% Reduced
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