← 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	Perkins Investment Management Chicago, Illinois	$163M	+$7.58M	4	2.07%	Increased
52	Prudential Financial Newark, New Jersey	$159M	+$2.73M	8	0.26%	Increased
53	Charles Schwab San Francisco, California	$155M	-$5.11M	11	0.17%	Reduced
54	Jennison Associates New York	$150M	-$52.3M	1	0.17%	Reduced
55	BlackRock Investment Management Wilmington, Delaware	$144M	+$9.19M	10	0.17%	Increased
56	UBS O'Connor Chicago, Illinois	$142M	-$28.9M	4	2.74%	Reduced
57	Harding Loevner Bridgewater, New Jersey	$139M	-$1.51M	1	0.97%	Reduced
58	Bank of Montreal Toronto, Ontario, Canada	$138M	+$13.1M	10	0.15%	Increased
59	Mackenzie Financial Toronto Ontario, Ontario, Canada	$138M	+$25.5M	3	0.83%	Increased
60	Parametric Portfolio Associates Seattle, Washington	$134M	+$9.48M	11	0.19%	Increased
61	Swiss National Bank Zurich, Switzerland	$131M	-$17.5M	9	0.21%	Reduced
62	UBS AM Chicago, Illinois	$126M	-$21.1M	8	0.14%	Reduced
63	California Public Employees Retirement System Sacramento, California	$125M	-$8.74M	11	0.21%	Reduced
64	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$125M	+$56.1M	1	6.1%	Increased
65	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$124M	-$286K	4	1.52%	Reduced
66	Nordea Investment Management Stockholm, Sweden	$123M	-$249K	4	0.33%	Reduced
67	OCAM Owl Creek Asset Management New York	$120M	+$43.7M	2	7.81%	Increased
68	Guggenheim Capital Chicago, Illinois	$120M	+$16.1M	8	0.34%	Increased
69	PointState Capital New York	$119M	+$112M	1	1.71%	Increased
70	Third Point New York	$119M	-$92M	1	1.16%	Reduced
71	Gabelli Funds Rye, New York	$117M	+$10.3M	5	0.69%	Increased
72	Citadel Advisors Miami, Florida	$115M	-$13.4M	10	0.12%	Reduced
73	ICP Indus Capital Partners New York	$115M	-$21.6M	2	14.94%	Reduced
74	GAMCO Investors Greenwich, Connecticut	$114M	+$8.46M	5	0.72%	Increased
75	APG Asset Management Amsterdam, Netherlands	$114M	+$15.8M	4	0.21%	Increased