← 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	JP Jana Partners New York	$275M	$0	1	17.78%	Maintained
52	Fiduciary Management Inc Milwaukee, Wisconsin	$274M	-$25.5M	2	2.02%	Reduced
53	Ameriprise Minneapolis, Minnesota	$271M	+$88.7M	15	0.08%	Increased
54	BDT Capital Partners Chicago, Illinois	$271M	+$169K	1	8.67%	Increased
55	Deerfield Management New York	$265M	+$65.1M	2	5.56%	Increased
56	Wells Fargo San Francisco, California	$259M	-$417M	20	0.06%	Reduced
57	Federated Hermes Pittsburgh, Pennsylvania	$249M	+$121M	12	0.46%	Increased
58	AG Artal Group Luxembourg	$239M	$0	1	6.49%	Maintained
59	London Company of Virginia Richmond, Virginia	$235M	+$60.9M	1	1.18%	Increased
60	Fred Alger Management New York	$235M	-$30.2M	1	0.59%	Reduced
61	Thrivent Financial for Lutherans Minneapolis, Minnesota	$226M	+$19.3M	9	0.44%	Increased
62	BAMCO Inc New York	$225M	+$15M	3	0.48%	Increased
63	ACM Alua Capital Management New York	$219M	+$5.76M	1	11.88%	Increased
64	Victory Capital Management San Antonio, Texas	$212M	-$55.5M	13	0.2%	Reduced
65	Neuberger Berman Group New York	$206M	-$28M	12	0.16%	Reduced
66	SC SkyKnight Capital San Francisco, California	$198M	+$190M	1	94.33%	New
67	Nordea Investment Management Stockholm, Sweden	$197M	+$48.1M	6	0.24%	Increased
68	GGHC Gilder Gagnon Howe & Co New York	$193M	-$32.5M	4	1.1%	Reduced
69	Gates Capital Management New York	$182M	+$11.2M	1	5.04%	Increased
70	Royal Bank of Canada Toronto, Ontario, Canada	$181M	-$211K	20	0.04%	Reduced
71	Baird Financial Group Milwaukee, Wisconsin	$181M	+$10.3M	8	0.42%	Increased
72	Principal Financial Group Des Moines, Iowa	$176M	-$10M	13	0.11%	Reduced
73	California Public Employees Retirement System Sacramento, California	$174M	-$8.21M	6	0.12%	Reduced
74	RhumbLine Advisers Boston, Massachusetts	$171M	-$2.07M	16	0.21%	Reduced
75	CP Coho Partners Berwyn, Pennsylvania	$167M	-$12M	1	2.63%	Reduced