← 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	AL AJO LP Philadelphia, Pennsylvania	$165M	+$109M	4	0.7%	Increased
52	Acadian Asset Management Boston, Massachusetts	$160M	-$38M	7	0.73%	Reduced
53	Parametric Portfolio Associates Seattle, Washington	$159M	+$9.1M	11	0.19%	Increased
54	OCAM Owl Creek Asset Management New York	$157M	-$35.1M	2	6.19%	Reduced
55	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$157M	+$843K	4	1.58%	Increased
56	PWAM Park West Asset Management San Francisco, California	$156M	+$26.2M	2	8.62%	Increased
57	Citadel Advisors Miami, Florida	$154M	+$48.5M	12	0.13%	Increased
58	TimesSquare Capital Management New York	$152M	-$30.2M	1	0.98%	Reduced
59	Farallon Capital Management San Francisco, California	$150M	$0	1	1.56%	Maintained
60	Mackenzie Financial Toronto Ontario, Ontario, Canada	$145M	+$3.34M	4	0.81%	Increased
61	APG Asset Management Amsterdam, Netherlands	$145M	+$20.2M	3	0.26%	Increased
62	UBS AM Chicago, Illinois	$141M	+$1.12M	9	0.14%	Increased
63	Royal Bank of Canada Toronto, Ontario, Canada	$138M	+$2.78M	12	0.07%	Increased
64	California Public Employees Retirement System Sacramento, California	$136M	-$3.72M	10	0.22%	Reduced
65	Guggenheim Capital Chicago, Illinois	$136M	+$8.08M	9	0.36%	Increased
66	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$135M	+$639K	7	2.28%	Increased
67	Ruffer LLP London, United Kingdom	$131M	+$19.3M	1	6.32%	Increased
68	Franklin Resources San Mateo, California	$130M	+$91.9M	4	0.06%	Increased
69	Cambiar Investors Denver, Colorado	$129M	+$3.22M	2	2.03%	Increased
70	New York State Common Retirement Fund Albany, New York	$128M	+$1.93M	10	0.17%	Increased
71	Jennison Associates New York	$127M	-$892K	1	0.13%	Reduced
72	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$126M	$0	1	4.27%	Maintained
73	First Trust Advisors Wheaton, Illinois	$125M	+$30.9M	10	0.33%	Increased
74	Bank of Montreal Toronto, Ontario, Canada	$121M	-$85.4M	12	0.12%	Reduced
75	Numeric Investors Boston, Massachusetts	$121M	-$18.5M	4	1.07%	Reduced