← 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	Arrowstreet Capital Boston, Massachusetts	$206M	-$31.9M	7	0.49%	Reduced
52	Teachers Advisors New York	$200M	-$4.09M	11	0.24%	Reduced
53	Congress Asset Management Boston, Massachusetts	$192M	-$7.62M	2	2.51%	Reduced
54	First Trust Advisors Wheaton, Illinois	$192M	+$35.4M	10	0.38%	Increased
55	Acadian Asset Management Boston, Massachusetts	$191M	+$39.5M	7	0.82%	Increased
56	Capital International Investors Los Angeles, California	$188M	-$1.78M	1	0.08%	Reduced
57	TimesSquare Capital Management New York	$188M	-$42.2M	3	1.45%	Reduced
58	Swiss National Bank Zurich, Switzerland	$187M	+$6.72M	11	0.21%	Increased
59	California Public Employees Retirement System Sacramento, California	$179M	+$15.7M	11	0.22%	Increased
60	Neuberger Berman Group New York	$166M	-$36M	7	0.2%	Reduced
61	Gates Capital Management New York	$162M	+$41.8M	1	7.22%	Increased
62	PAR Capital Management Boston, Massachusetts	$161M	+$45.4M	1	2.98%	Increased
63	Allianz Asset Management Munich, Germany	$160M	-$19.7M	9	0.16%	Reduced
64	Viking Global Investors Stamford, Connecticut	$150M	+$8.02M	1	0.86%	Increased
65	New York State Common Retirement Fund Albany, New York	$137M	-$5.92M	11	0.18%	Reduced
66	Barclays London, United Kingdom	$129M	+$35.5M	13	0.09%	Increased
67	CP Coho Partners Berwyn, Pennsylvania	$121M	+$11.9M	1	2.73%	Increased
68	Amundi Asset Management US Boston, Massachusetts	$117M	+$27.7M	6	0.16%	Increased
69	GAMCO Investors Greenwich, Connecticut	$115M	-$1.63M	5	0.88%	Reduced
70	ROIC Route One Investment Company San Francisco, California	$112M	-$105M	1	2.67%	Reduced
71	Mackenzie Financial Toronto Ontario, Ontario, Canada	$111M	+$25.5M	7	0.27%	Increased
72	Principal Financial Group Des Moines, Iowa	$111M	-$675K	10	0.1%	Reduced
73	Russell Investments Group London, United Kingdom	$110M	+$11.2M	12	0.2%	Increased
74	State of New Jersey Common Pension Fund D Trenton, New Jersey	$107M	+$16.3M	5	0.4%	Increased
75	RhumbLine Advisers Boston, Massachusetts	$105M	-$6.33M	11	0.2%	Reduced