← 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
Federated Hermes
Federated Hermes
Pennsylvania
$424M +$47.5M 12 1% Increased
27
AllianceBernstein
AllianceBernstein
Tennessee
$419M -$13.7M 17 0.15% Reduced
28
Wellington Management Group
Wellington Management Group
Massachusetts
$418M +$16.9M 6 0.07% Increased
29
APG Asset Management
APG Asset Management
Netherlands
$408M -$122M 4 0.73% Reduced
30
Legal & General Group
Legal & General Group
United Kingdom
$395M -$17.3M 18 0.11% Reduced
31
LSV Asset Management
LSV Asset Management
Illinois
$387M -$5.33M 7 0.85% Reduced
32
Marshall Wace
Marshall Wace
United Kingdom
$374M +$244M 12 0.5% Increased
33
Stockbridge Partners
Stockbridge Partners
Massachusetts
$335M +$18.6M 1 6.93% Increased
34
Amundi
Amundi
France
$324M -$92.7M 9 0.12% Reduced
35
Citadel Advisors
Citadel Advisors
Florida
$314M +$40.2M 16 0.06% Increased
36
Pzena Investment Management
Pzena Investment Management
New York
$309M -$1.79M 1 1.09% Reduced
37
Nuveen
Nuveen
North Carolina
$303M -$95.3M 18 0.09% Reduced
38
London Company of Virginia
London Company of Virginia
Virginia
$297M -$117K 2 1.67% Reduced
39
Deutsche Bank
Deutsche Bank
Germany
$295M -$5.53M 16 0.13% Reduced
40
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$282M -$81.6M 2 0.18% Reduced
41
Renaissance Technologies
Renaissance Technologies
New York
$279M +$69.7M 12 0.47% Increased
42
CIP
Champlain Investment Partners
Vermont
$279M -$3.29M 3 1.71% Reduced
43
Barclays
Barclays
United Kingdom
$278M +$21.2M 20 0.09% Increased
44
Deerfield Management
Deerfield Management
New York
$257M +$34.7M 8 4.27% Increased
45
Ameriprise
Ameriprise
Minnesota
$252M -$57.1M 15 0.07% Reduced
46
TPG GP A
TPG GP A
Texas
$246M +$106M 1 3.83% Increased
47
First Trust Advisors
First Trust Advisors
Illinois
$243M +$127M 10 0.25% Increased
48
Gates Capital Management
Gates Capital Management
New York
$238M +$134M 2 4.72% Increased
49
Janus Henderson Group
Janus Henderson Group
$225M +$79.3M 14 0.12% Increased
50
W.K. Kellogg Foundation Trust
W.K. Kellogg Foundation Trust
Michigan
$222M $0 1 7% Maintained