← 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	Charles Schwab San Francisco, California	$177M	+$8.9M	11	0.18%	Increased
52	OCAM Owl Creek Asset Management New York	$171M	+$33M	2	9.33%	Increased
53	Swiss National Bank Zurich, Switzerland	$169M	+$27.9M	9	0.21%	Increased
54	Numeric Investors Boston, Massachusetts	$152M	+$57.1M	5	1.38%	Increased
55	Mackenzie Financial Toronto Ontario, Ontario, Canada	$149M	+$6.11M	3	0.87%	Increased
56	Harding Loevner Bridgewater, New Jersey	$149M	+$9.65M	1	0.97%	Increased
57	UBS AM Chicago, Illinois	$145M	+$11.2M	8	0.15%	Increased
58	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$144M	+$519K	4	1.58%	Increased
59	Ameriprise Minneapolis, Minnesota	$144M	+$48.8M	11	0.07%	Increased
60	Jennison Associates New York	$144M	-$8.38M	1	0.15%	Reduced
61	Parametric Portfolio Associates Seattle, Washington	$142M	-$2.61M	12	0.22%	Reduced
62	Royal Bank of Canada Toronto, Ontario, Canada	$138M	-$28.5M	12	0.07%	Reduced
63	California Public Employees Retirement System Sacramento, California	$137M	+$1.7M	10	0.22%	Increased
64	Guggenheim Capital Chicago, Illinois	$135M	+$9.56M	9	0.37%	Increased
65	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$133M	+$2.32M	7	2.36%	Increased
66	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$132M	$0	1	5.46%	Maintained
67	APG Asset Management Amsterdam, Netherlands	$132M	+$2.48M	4	0.24%	Increased
68	New York State Common Retirement Fund Albany, New York	$127M	+$7.99M	11	0.17%	Increased
69	PWAM Park West Asset Management San Francisco, California	$126M	+$57.8M	1	7.35%	Increased
70	Nicholas Company Milwaukee, Wisconsin	$125M	+$4.64M	3	2.84%	Increased
71	Two Sigma Advisers New York	$122M	+$25.4M	10	0.4%	Increased
72	Farallon Capital Management San Francisco, California	$122M	$0	1	1.34%	Maintained
73	TCW Group Los Angeles, California	$121M	+$32.3M	2	1.01%	Increased
74	Gabelli Funds Rye, New York	$120M	+$128K	5	0.71%	Increased
75	Panagora Asset Management Boston, Massachusetts	$117M	-$5.58M	7	0.49%	Reduced