← 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	$448M	-$41.3M	18	0.13%	Reduced
27	Legal & General Group London, United Kingdom	$446M	-$6.22M	19	0.13%	Reduced
28	Millennium Management New York	$443M	+$14.2M	16	0.19%	Increased
29	Federated Hermes Pittsburgh, Pennsylvania	$431M	+$24.9M	12	0.99%	Increased
30	Amundi Paris, France	$428M	-$90.9M	9	0.18%	Reduced
31	Nordea Investment Management Stockholm, Sweden	$423M	-$29.7M	6	0.5%	Reduced
32	SPM Sycamore Partners Management New York	$402M	$0	1	100%	Maintained
33	LSV Asset Management Chicago, Illinois	$402M	-$44.1M	7	0.83%	Reduced
34	Stockbridge Partners Boston, Massachusetts	$401M	+$62.8M	1	8.27%	Increased
35	T. Rowe Price Investment Management Baltimore, Maryland	$382M	+$84.8M	2	0.23%	Increased
36	Ameriprise Minneapolis, Minnesota	$368M	-$30M	14	0.1%	Reduced
37	CIP Champlain Investment Partners Burlington, Vermont	$364M	+$3.48M	3	2.09%	Increased
38	London Company of Virginia Richmond, Virginia	$359M	-$52.5M	2	1.89%	Reduced
39	UBS AM Chicago, Illinois	$354M	-$17M	16	0.13%	Reduced
40	Baillie Gifford & Co Edinburgh, United Kingdom	$327M	+$46.5M	2	0.25%	Increased
41	Deerfield Management New York	$324M	+$9.5M	5	5.64%	Increased
42	Deutsche Bank Frankfurt Am Main Ge, Germany	$323M	+$23M	17	0.15%	Increased
43	Citadel Advisors Miami, Florida	$323M	-$177M	17	0.06%	Reduced
44	Pzena Investment Management New York	$314M	-$510K	1	1.08%	Reduced
45	Barclays London, United Kingdom	$288M	-$15.1M	20	0.1%	Reduced
46	ACM Anomaly Capital Management New York	$268M	+$157M	1	9.46%	Increased
47	W.K. Kellogg Foundation Trust Battle Creek, Michigan	$254M	$0	1	7.83%	Maintained
48	BAMCO Inc New York	$253M	+$3.1M	3	0.68%	Increased
49	Renaissance Technologies New York	$251M	+$13.6M	11	0.39%	Increased
50	Swiss National Bank Zurich, Switzerland	$245M	-$8.53M	16	0.17%	Reduced