← 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	Glenview Capital Management New York	$182M	+$96.8M	1	1.65%	Increased
52	California Public Employees Retirement System Sacramento, California	$178M	+$9.2M	12	0.21%	Increased
53	Millennium Management New York	$178M	-$95.4M	11	0.27%	Reduced
54	APG Asset Management Amsterdam, Netherlands	$174M	-$58.7M	5	0.3%	Reduced
55	AQR Capital Management Greenwich, Connecticut	$173M	-$92.4M	8	0.19%	Reduced
56	Viking Global Investors Stamford, Connecticut	$164M	+$7.85M	1	0.73%	Increased
57	Acadian Asset Management Boston, Massachusetts	$152M	-$14.4M	6	0.73%	Reduced
58	Neuberger Berman Group New York	$148M	-$9M	6	0.18%	Reduced
59	Nordea Investment Management Stockholm, Sweden	$134M	+$91.2M	5	0.3%	Increased
60	Barclays London, United Kingdom	$133M	+$8.66M	12	0.08%	Increased
61	New York State Common Retirement Fund Albany, New York	$131M	-$5.25M	11	0.16%	Reduced
62	Capital International Investors Los Angeles, California	$126M	-$34M	1	0.05%	Reduced
63	Pictet Asset Management (UK) London, United Kingdom	$121M	+$27.2M	5	0.26%	Increased
64	CIP Champlain Investment Partners Burlington, Vermont	$120M	+$6.09M	1	1.01%	Increased
65	Los Angeles Capital Management Los Angeles, California	$120M	+$52.9M	6	0.64%	Increased
66	CP Coho Partners Berwyn, Pennsylvania	$114M	-$1.27M	1	2.69%	Reduced
67	Victory Capital Management San Antonio, Texas	$114M	+$30.1M	10	0.23%	Increased
68	CCM Camber Capital Management Boston, Massachusetts	$113M	+$25.9M	1	5.24%	Increased
69	GAMCO Investors Greenwich, Connecticut	$111M	+$1.7M	5	0.84%	Increased
70	Principal Financial Group Des Moines, Iowa	$109M	-$1.7M	10	0.1%	Reduced
71	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$109M	$0	1	2.02%	Maintained
72	Citigroup New York	$109M	+$28.2M	13	0.09%	Increased
73	Thornburg Investment Management Santa Fe, New Mexico	$108M	+$54.7M	2	1.03%	Increased
74	RhumbLine Advisers Boston, Massachusetts	$107M	-$220K	11	0.2%	Reduced
75	River Road Asset Management Louisville, Kentucky	$106M	+$14.7M	1	2.05%	Increased