← 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	Prudential Financial Newark, New Jersey	$204M	-$30.4M	9	0.3%	Reduced
52	Franklin Resources San Mateo, California	$200M	+$20M	6	0.1%	Increased
53	Capital International Investors Los Angeles, California	$199M	+$205M	1	0.09%	New
54	APG Asset Management Amsterdam, Netherlands	$192M	+$53.1M	6	0.34%	Increased
55	AL AJO LP Philadelphia, Pennsylvania	$191M	+$31.7M	6	0.9%	Increased
56	California Public Employees Retirement System Sacramento, California	$183M	+$4.65M	10	0.24%	Increased
57	Royal Bank of Canada Toronto, Ontario, Canada	$180M	+$13.1M	14	0.07%	Increased
58	Swiss National Bank Zurich, Switzerland	$177M	-$7.04M	10	0.2%	Reduced
59	JP Jana Partners New York	$175M	+$51.2M	1	5.32%	Increased
60	Principal Financial Group Des Moines, Iowa	$167M	+$14.8M	9	0.15%	Increased
61	Two Sigma Investments New York	$164M	-$37.2M	6	0.45%	Reduced
62	New York State Common Retirement Fund Albany, New York	$164M	+$9.66M	11	0.19%	Increased
63	Jupiter Investment Management London, United Kingdom	$156M	+$26.6M	3	1.06%	Increased
64	Acadian Asset Management Boston, Massachusetts	$151M	+$38.8M	8	0.62%	Increased
65	Jennison Associates New York	$143M	+$20M	4	0.13%	Increased
66	CP Coho Partners Berwyn, Pennsylvania	$141M	+$55.1M	1	3.33%	Increased
67	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$140M	+$7.88M	2	0.87%	Increased
68	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$139M	$0	1	3.43%	Maintained
69	Russell Investments Group London, United Kingdom	$136M	+$32.8M	12	0.26%	Increased
70	GGHC Gilder Gagnon Howe & Co New York	$134M	-$3.8M	2	1.36%	Reduced
71	Gates Capital Management New York	$133M	-$11.1M	1	3.39%	Reduced
72	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$133M	+$3.43M	4	0.14%	Increased
73	PAR Capital Management Boston, Massachusetts	$130M	+$21.2M	1	1.49%	Increased
74	Man Group London, United Kingdom	$129M	+$6.91M	10	0.47%	Increased
75	O'Shaughnessy Asset Management Stamford, Connecticut	$128M	+$14.9M	6	2.63%	Increased