← 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
51	Deerfield Management New York	$186M	-$66.7M	3	1.94%	Reduced
52	Victory Capital Management San Antonio, Texas	$185M	+$102M	11	0.1%	Increased
53	Ilex Capital Partners London, United Kingdom	$178M	+$101M	2	3.65%	Increased
54	Principal Financial Group Des Moines, Iowa	$176M	+$32.1M	9	0.09%	Increased
55	OCA OEP Capital Advisors New York	$170M	$0	1	100%	Maintained
56	Sessa Capital New York	$167M	+$75M	1	2.79%	Increased
57	Swiss National Bank Zurich, Switzerland	$161M	-$6.19M	13	0.08%	Reduced
58	CGC Continental Grain Company New York	$154M	+$40.3M	1	34.38%	Increased
59	Gates Capital Management New York	$153M	-$6.34M	1	3.68%	Reduced
60	Renaissance Technologies New York	$150M	-$7.97M	12	0.21%	Reduced
61	AllianceBernstein Nashville, Tennessee	$140M	+$19.9M	15	0.05%	Increased
62	VSCP Vesey Street Capital Partners New York	$136M	$0	1	100%	Maintained
63	Pacer Advisors Malvern, Pennsylvania	$136M	+$21.4M	7	0.35%	Increased
64	HSBC Holdings London, United Kingdom	$127M	-$16.8M	10	0.05%	Reduced
65	Wells Fargo San Francisco, California	$125M	+$24.4M	19	0.02%	Increased
66	HRT Financial New York	$125M	+$28.6M	9	0.23%	Increased
67	Gotham Asset Management New York	$124M	+$13.7M	8	0.29%	Increased
68	Qube Research & Technologies (QRT) London, United Kingdom	$124M	+$85M	6	0.12%	Increased
69	RhumbLine Advisers Boston, Massachusetts	$124M	-$11.3M	18	0.09%	Reduced
70	Bank of Montreal Toronto, Ontario, Canada	$122M	+$13.8M	10	0.04%	Increased
71	Baupost Group Boston, Massachusetts	$122M	$0	1	2.25%	Maintained
72	Jane Street New York	$118M	+$22M	11	0.01%	Increased
73	Hotchkis & Wiley Capital Management Los Angeles, California	$118M	+$23.1M	4	0.34%	Increased
74	Federated Hermes Pittsburgh, Pennsylvania	$117M	+$107M	10	0.17%	Increased
75	Brandes Investment Partners La Jolla, California	$117M	+$38.4M	3	0.82%	Increased