← 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	Macquarie Group Sydney, NSW 2000, Australia	$445M	-$33M	8	0.54%	Reduced
27	Legal & General Group London, United Kingdom	$444M	+$114K	18	0.12%	Increased
28	Pacer Advisors Malvern, Pennsylvania	$444M	+$144M	7	0.96%	Increased
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$443M	+$110M	16	0.17%	Increased
30	Millennium Management New York	$429M	-$135M	17	0.21%	Reduced
31	Capital Research Global Investors Los Angeles, California	$423M	+$473M	1	0.09%	New
32	LSV Asset Management Chicago, Illinois	$390M	+$4.48M	5	0.9%	Increased
33	SPM Sycamore Partners Management New York	$387M	$0	1	100%	Maintained
34	Amundi Paris, France	$380M	+$16M	11	0.13%	Increased
35	AllianceBernstein Nashville, Tennessee	$376M	-$104M	17	0.13%	Reduced
36	Citadel Advisors Miami, Florida	$351M	-$98.1M	17	0.06%	Reduced
37	Pzena Investment Management New York	$346M	-$20.2M	1	1.18%	Reduced
38	Ameriprise Minneapolis, Minnesota	$342M	+$59.8M	16	0.09%	Increased
39	Wellington Management Group Boston, Massachusetts	$340M	-$157M	6	0.06%	Reduced
40	CIP Champlain Investment Partners Burlington, Vermont	$331M	+$3.24M	4	2.1%	Increased
41	Renaissance Technologies New York	$311M	+$5.86M	11	0.46%	Increased
42	BNP Paribas Financial Markets Paris, France	$300M	+$186M	20	0.17%	Increased
43	T. Rowe Price Investment Management Baltimore, Maryland	$280M	-$24.6M	2	0.17%	Reduced
44	London Company of Virginia Richmond, Virginia	$279M	-$1.96M	2	1.53%	Reduced
45	Nuveen Charlotte, North Carolina	$272M	-$32.7M	18	0.08%	Reduced
46	Janus Henderson Group London,	$271M	-$6.63M	14	0.14%	Reduced
47	D.E. Shaw & Co New York	$269M	+$33.5M	15	0.2%	Increased
48	Boston Partners Boston, Massachusetts	$266M	+$37.9M	4	0.32%	Increased
49	Two Sigma Advisers New York	$251M	+$54M	10	0.58%	Increased
50	BAMCO Inc New York	$245M	+$29.7M	3	0.63%	Increased