← 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	Principal Financial Group Des Moines, Iowa	$141M	+$57.3M	7	0.21%	Increased
52	UBS AM Chicago, Illinois	$140M	-$15.7M	8	0.13%	Reduced
53	JP Morgan Chase New York	$133M	-$9.7M	10	0.03%	Reduced
54	Nordea Investment Management Stockholm, Sweden	$133M	+$5.34M	4	0.48%	Increased
55	RP RR Partners New York	$131M	-$3.97M	1	4.01%	Reduced
56	Guggenheim Capital Chicago, Illinois	$131M	+$6.84M	8	0.31%	Increased
57	APG Asset Management Amsterdam, Netherlands	$130M	-$2.51M	3	0.27%	Reduced
58	Manning & Napier Advisors Fairport, New York	$129M	+$107M	3	0.61%	Increased
59	Ameriprise Minneapolis, Minnesota	$127M	-$2.09M	8	0.07%	Reduced
60	New York State Common Retirement Fund Albany, New York	$124M	-$2.28M	6	0.18%	Reduced
61	Charles Schwab San Francisco, California	$122M	-$4.33M	9	0.17%	Reduced
62	Nicholas Company Milwaukee, Wisconsin	$122M	-$4.42M	2	2.3%	Reduced
63	Royal Bank of Canada Toronto, Ontario, Canada	$121M	-$4.49M	10	0.08%	Reduced
64	Wellington Management Group Boston, Massachusetts	$121M	+$15.5M	4	0.03%	Increased
65	Axa Paris, France	$114M	+$62.3M	4	0.47%	Increased
66	BlackRock Investment Management Wilmington, Delaware	$114M	+$1.59M	11	0.15%	Increased
67	HCM Holland Capital Management Chicago, Illinois	$113M	-$3.84M	1	2.57%	Reduced
68	Prudential Financial Newark, New Jersey	$111M	+$33.7M	7	0.19%	Increased
69	Macquarie Group Sydney, NSW 2000, Australia	$109M	-$48.9M	5	0.21%	Reduced
70	Alyeska Investment Group Chicago, Illinois	$107M	+$1.3M	4	1.48%	Increased
71	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$105M	+$8.63M	3	0.19%	Increased
72	River Road Asset Management Louisville, Kentucky	$105M	+$1.98M	1	1.45%	Increased
73	Parametric Portfolio Associates Seattle, Washington	$101M	+$7.07M	10	0.2%	Increased
74	HCM Huber Capital Management El Segundo, California	$97.8M	+$2.36M	2	3.07%	Increased
75	First Trust Advisors Wheaton, Illinois	$93.6M	+$1.73M	5	0.27%	Increased