← 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	Lord, Abbett & Co Jersey City, New Jersey	$142M	+$146M	1	0.33%	New
52	WBC Westpac Banking Corp Sydney, Australia	$139M	+$1.29B	4	2.12%	New
53	UBS AM Chicago, Illinois	$137M	+$138M	9	0.18%	New
54	RP RR Partners New York	$136M	+$129M	1	6.62%	New
55	Robeco Institutional Asset Management Rotterdam, Netherlands	$131M	+$134M	3	1.32%	New
56	Millennium Management New York	$129M	+$130M	9	0.4%	New
57	Artisan Partners Milwaukee, Wisconsin	$128M	+$131M	2	0.28%	New
58	BNP Paribas Asset Management Paris, France	$127M	+$123M	4	0.94%	New
59	BlackRock Advisors Wilmington, Delaware	$123M	+$125M	9	0.13%	New
60	Munder Capital Management Birmingham, Michigan	$121M	+$125M	2	1.04%	New
61	Thornburg Investment Management Santa Fe, New Mexico	$121M	+$119M	1	0.55%	New
62	Ninety One (UK) London, United Kingdom	$121M	+$120M	2	0.93%	New
63	New York State Common Retirement Fund Albany, New York	$120M	+$122M	8	0.21%	New
64	California Public Employees Retirement System Sacramento, California	$115M	+$115M	9	0.23%	New
65	Harding Loevner Bridgewater, New Jersey	$114M	+$117M	1	1.1%	New
66	KI Kalmar Investments Greenville, Delaware	$111M	+$112M	2	2.19%	New
67	Amundi Asset Management US Boston, Massachusetts	$110M	+$112M	3	0.46%	New
68	Susquehanna International Group Bala Cynwyd, Pennsylvania	$108M	+$105M	7	0.06%	New
69	Royce & Associates New York	$103M	+$101M	6	0.32%	New
70	NA Navellier & Associates Reno, Nevada	$102M	+$106M	3	4.86%	New
71	T. Rowe Price Associates Baltimore, Maryland	$102M	+$102M	7	0.03%	New
72	Westwood Holdings Group Dallas, Texas	$101M	+$105M	1	0.88%	New
73	VOYA Investment Management Atlanta, Georgia	$99.7M	+$101M	8	0.28%	New
74	Credit Suisse Zurich, Switzerland	$99.6M	+$100M	10	0.1%	New
75	Russell Frank Company Seattle, Washington	$98.7M	+$98.1M	9	0.18%	New