← 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	Wasatch Advisors Salt Lake City, Utah	$266M	+$10.5M	2	1.65%	Increased
52	First Trust Advisors Wheaton, Illinois	$261M	-$93.7M	15	0.3%	Reduced
53	ACM Anomaly Capital Management New York	$257M	+$61.3M	1	11.33%	Increased
54	Wells Fargo San Francisco, California	$252M	+$288K	21	0.07%	Increased
55	Thrivent Financial for Lutherans Minneapolis, Minnesota	$250M	-$81.8M	11	0.61%	Reduced
56	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$246M	-$1.84M	6	0.18%	Reduced
57	California Public Employees Retirement System Sacramento, California	$241M	-$17.7M	8	0.21%	Reduced
58	TPG GP A Fort Worth, Texas	$236M	+$34.8M	1	3.86%	Increased
59	Principal Financial Group Des Moines, Iowa	$234M	+$48.4K	15	0.17%	Increased
60	Holocene Advisors New York	$227M	+$175M	7	1.12%	Increased
61	BDT Capital Partners Chicago, Illinois	$222M	$0	1	77.72%	Maintained
62	Credit Suisse Zurich, Switzerland	$219M	-$9.98M	15	0.22%	Reduced
63	RhumbLine Advisers Boston, Massachusetts	$215M	+$10.6M	19	0.27%	Increased
64	UBS Group Zurich, Switzerland	$215M	-$19.6M	22	0.08%	Reduced
65	Victory Capital Management San Antonio, Texas	$214M	-$30.7M	15	0.24%	Reduced
66	William Blair Investment Management Chicago, Illinois	$210M	-$37.9M	2	0.73%	Reduced
67	DFO Duquesne Family Office New York	$207M	+$31.7M	1	8.96%	Increased
68	Jacobs Levy Equity Management Florham Park, New Jersey	$205M	+$39.7M	6	1.25%	Increased
69	BAMCO Inc New York	$189M	+$4.63M	3	0.57%	Increased
70	Deerfield Management New York	$188M	+$85.3M	2	4.19%	Increased
71	Balyasny Asset Management Chicago, Illinois	$186M	+$65M	12	0.47%	Increased
72	SEI Investments Oaks, Pennsylvania	$182M	+$35.8M	15	0.34%	Increased
73	CP Coho Partners Berwyn, Pennsylvania	$177M	-$2.6M	1	3.05%	Reduced
74	Barclays London, United Kingdom	$173M	-$6.86M	19	0.08%	Reduced
75	OCA OEP Capital Advisors New York	$172M	$0	1	16.86%	Maintained