← 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 Charlotte, North Carolina	$437M	-$36.9M	19	0.15%	Reduced
27	Nordea Investment Management Stockholm, Sweden	$434M	-$20.6M	7	0.6%	Reduced
28	CIP Champlain Investment Partners Burlington, Vermont	$421M	-$3.24M	4	2.73%	Reduced
29	LSV Asset Management Chicago, Illinois	$419M	-$20M	5	0.98%	Reduced
30	Renaissance Technologies New York	$418M	-$17.1M	16	0.71%	Reduced
31	Amundi Paris, France	$414M	+$80.2M	9	0.2%	Increased
32	Legal & General Group London, United Kingdom	$396M	-$20.7M	19	0.14%	Reduced
33	ROIC Route One Investment Company San Francisco, California	$391M	-$191M	2	13.42%	Reduced
34	Point72 Asset Management Stamford, Connecticut	$370M	-$18.3M	9	1.08%	Reduced
35	Janus Henderson Group London,	$353M	-$3.43M	16	0.23%	Reduced
36	Pzena Investment Management New York	$351M	-$9.31M	1	1.51%	Reduced
37	Marshall Wace London, United Kingdom	$350M	+$178M	15	0.71%	Increased
38	Federated Hermes Pittsburgh, Pennsylvania	$347M	-$8.56M	13	0.92%	Reduced
39	London Company of Virginia Richmond, Virginia	$333M	-$8.51M	2	2%	Reduced
40	UBS AM Chicago, Illinois	$317M	+$16.9M	16	0.14%	Increased
41	Barclays London, United Kingdom	$314M	+$103M	18	0.2%	Increased
42	Ameriprise Minneapolis, Minnesota	$306M	-$31.5M	16	0.1%	Reduced
43	UBS Group Zurich, Switzerland	$287M	+$6.79M	21	0.1%	Increased
44	T. Rowe Price Investment Management Baltimore, Maryland	$272M	-$86.6M	3	0.19%	Reduced
45	Stockbridge Partners Boston, Massachusetts	$243M	-$38M	1	5.4%	Reduced
46	Deerfield Management New York	$228M	+$60.1M	2	5.02%	Increased
47	Swiss National Bank Zurich, Switzerland	$224M	-$22.6M	16	0.18%	Reduced
48	First Trust Advisors Wheaton, Illinois	$218M	-$1.04M	14	0.26%	Reduced
49	D.E. Shaw & Co New York	$214M	+$23.7M	15	0.22%	Increased
50	California Public Employees Retirement System Sacramento, California	$213M	+$31.3M	6	0.18%	Increased