← 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
Wellington Management Group
Wellington Management Group
Massachusetts
$457M -$58M 8 0.09% Reduced
27
Nuveen
Nuveen
North Carolina
$455M -$50.3M 19 0.15% Reduced
28
Nordea Investment Management
Nordea Investment Management
Sweden
$427M -$26.6M 7 0.54% Reduced
29
Legal & General Group
Legal & General Group
United Kingdom
$410M -$33.3M 19 0.13% Reduced
30
London Company of Virginia
London Company of Virginia
Virginia
$409M +$3.23M 2 2.3% Increased
31
LSV Asset Management
LSV Asset Management
Illinois
$403M -$42M 7 0.88% Reduced
32
Federated Hermes
Federated Hermes
Pennsylvania
$386M +$22.6M 12 0.96% Increased
33
Viking Global Investors
Viking Global Investors
Connecticut
$383M +$341M 1 1.4% New
34
ROIC
Route One Investment Company
California
$381M -$92.6M 2 7.71% Reduced
35
Ameriprise
Ameriprise
Minnesota
$379M +$37.4M 16 0.11% Increased
36
Goldman Sachs
Goldman Sachs
New York
$377M -$166M 21 0.07% Reduced
37
AllianceBernstein
AllianceBernstein
Tennessee
$368M +$152M 17 0.14% Increased
38
CIP
Champlain Investment Partners
Vermont
$343M -$120M 3 2.03% Reduced
39
Stockbridge Partners
Stockbridge Partners
Massachusetts
$342M +$51.8M 1 7.31% Increased
40
UBS AM
UBS AM
Illinois
$342M -$13.9M 16 0.13% Reduced
41
Pzena Investment Management
Pzena Investment Management
New York
$339M +$116K 2 1.28% Increased
42
Point72 Asset Management
Point72 Asset Management
Connecticut
$318M -$77.6M 9 0.77% Reduced
43
Neuberger Berman Group
Neuberger Berman Group
New York
$316M +$135M 9 0.14% Increased
44
Janus Henderson Group
Janus Henderson Group
$293M -$110M 16 0.18% Reduced
45
Marshall Wace
Marshall Wace
United Kingdom
$289M -$105M 13 0.49% Reduced
46
Deutsche Bank
Deutsche Bank
Germany
$287M +$59.8M 17 0.15% Increased
47
Barclays
Barclays
United Kingdom
$285M -$62.3M 19 0.1% Reduced
48
Holocene Advisors
Holocene Advisors
New York
$284M +$132M 3 1.11% Increased
49
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$272M -$73.7M 2 0.18% Reduced
50
Renaissance Technologies
Renaissance Technologies
New York
$270M -$158M 10 0.42% Reduced