← 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
Citadel Advisors
Citadel Advisors
Florida
$472M +$161M 18 0.09% Increased
27
AllianceBernstein
AllianceBernstein
Tennessee
$439M +$5.58M 17 0.15% Increased
28
LSV Asset Management
LSV Asset Management
Illinois
$436M -$745K 6 0.93% Reduced
29
Franklin Resources
Franklin Resources
California
$396M -$69.2M 13 0.11% Reduced
30
Amundi
Amundi
France
$380M +$10.4M 9 0.14% Increased
31
Deutsche Bank
Deutsche Bank
Germany
$362M +$37M 16 0.15% Increased
32
Pacer Advisors
Pacer Advisors
Pennsylvania
$357M +$235M 5 0.76% Increased
33
Pzena Investment Management
Pzena Investment Management
New York
$345M +$619K 1 1.11% Increased
34
CIP
Champlain Investment Partners
Vermont
$336M +$41.4M 4 2.03% Increased
35
Nuveen
Nuveen
North Carolina
$303M -$34.2M 18 0.09% Reduced
36
Ameriprise
Ameriprise
Minnesota
$302M +$23.3M 15 0.08% Increased
37
Renaissance Technologies
Renaissance Technologies
New York
$295M +$9.68M 13 0.44% Increased
38
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$292M -$18.7M 2 0.22% Reduced
39
SPM
Sycamore Partners Management
New York
$291M -$56.4M 1 100% Reduced
40
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$278M -$19.3M 2 0.17% Reduced
41
Janus Henderson Group
Janus Henderson Group
$270M +$2.12M 14 0.14% Increased
42
Gates Capital Management
Gates Capital Management
New York
$266M +$42.8M 2 4.66% Increased
43
UBS Group
UBS Group
Switzerland
$261M +$38.9M 21 0.06% Increased
44
AQR Capital Management
AQR Capital Management
Connecticut
$260M +$27.1M 13 0.36% Increased
45
London Company of Virginia
London Company of Virginia
Virginia
$256M +$5.67M 2 1.35% Increased
46
Point72 Asset Management
Point72 Asset Management
Connecticut
$252M +$88.1M 5 0.64% Increased
47
Swiss National Bank
Swiss National Bank
Switzerland
$248M -$336K 14 0.16% Reduced
48
BAMCO Inc
BAMCO Inc
New York
$242M +$3.24M 3 0.64% Increased
49
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$236M +$10.7M 4 0.78% Increased
50
W.K. Kellogg Foundation Trust
W.K. Kellogg Foundation Trust
Michigan
$231M $0 1 5.4% Maintained