← 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	California Public Employees Retirement System Sacramento, California	$138M	-$3.92M	10	0.23%	Reduced
52	Charles Schwab San Francisco, California	$133M	+$15.6M	9	0.2%	Increased
53	Nordea Investment Management Stockholm, Sweden	$127M	+$5.14M	4	0.47%	Increased
54	New York State Common Retirement Fund Albany, New York	$125M	+$4.64M	9	0.2%	Increased
55	UBS AM Chicago, Illinois	$122M	-$9.39M	8	0.13%	Reduced
56	Teachers Advisors New York	$121M	+$43.7M	8	0.24%	Increased
57	ICP Indus Capital Partners New York	$120M	+$20.5M	1	16.09%	Increased
58	Manning & Napier Advisors Fairport, New York	$119M	-$1.59M	3	0.64%	Reduced
59	JP Morgan Chase New York	$116M	-$6.28M	8	0.03%	Reduced
60	Macquarie Group Sydney, NSW 2000, Australia	$116M	+$40.8M	5	0.25%	Increased
61	BlackRock Investment Management Wilmington, Delaware	$115M	+$2.74M	10	0.15%	Increased
62	T TOBAM Paris, France	$113M	+$21.7M	2	4.43%	Increased
63	Soroban Capital Partners New York	$113M	+$22.2M	1	0.82%	Increased
64	Parametric Portfolio Associates Seattle, Washington	$112M	+$8.63M	10	0.22%	Increased
65	ROIC Route One Investment Company San Francisco, California	$112M	+$8.44M	1	6.61%	Increased
66	Guggenheim Capital Chicago, Illinois	$110M	-$16.1M	9	0.34%	Reduced
67	Nicholas Company Milwaukee, Wisconsin	$110M	+$274K	2	2.08%	Increased
68	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$109M	+$9.6M	4	1.39%	Increased
69	Gotham Asset Management New York	$107M	+$57.8M	4	1.05%	Increased
70	Ameriprise Minneapolis, Minnesota	$106M	-$4.48M	8	0.07%	Reduced
71	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$101M	+$2.53M	3	0.2%	Increased
72	BlackRock Advisors Wilmington, Delaware	$98.8M	+$60.2M	9	0.11%	Increased
73	HCM Huber Capital Management El Segundo, California	$98.3M	-$38.3M	2	3.44%	Reduced
74	Lord, Abbett & Co Jersey City, New Jersey	$95M	-$78M	3	0.29%	Reduced
75	Boston Partners Boston, Massachusetts	$90.8M	+$3.2M	4	0.14%	Increased