← 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	Swiss National Bank Zurich, Switzerland	$218M	-$3.73M	14	0.15%	Reduced
52	UBS Group Zurich, Switzerland	$215M	+$8.01M	22	0.05%	Increased
53	BAMCO Inc New York	$209M	+$30M	3	0.6%	Increased
54	Hotchkis & Wiley Capital Management Los Angeles, California	$207M	+$32.4M	4	0.72%	Increased
55	Baillie Gifford & Co Edinburgh, United Kingdom	$201M	-$9.15M	2	0.16%	Reduced
56	Jane Street New York	$199M	+$135M	20	0.05%	Increased
57	California Public Employees Retirement System Sacramento, California	$196M	-$19.6M	6	0.14%	Reduced
58	Wells Fargo San Francisco, California	$191M	-$2.29M	20	0.05%	Reduced
59	Royal Bank of Canada Toronto, Ontario, Canada	$188M	+$15.7M	21	0.04%	Increased
60	AQR Capital Management Greenwich, Connecticut	$187M	+$59.9M	17	0.29%	Increased
61	Envestnet Asset Management Chicago, Illinois	$183M	+$17M	13	0.06%	Increased
62	HSBC Holdings London, United Kingdom	$178M	-$17M	9	0.11%	Reduced
63	D.E. Shaw & Co New York	$177M	+$13.6M	15	0.17%	Increased
64	RhumbLine Advisers Boston, Massachusetts	$175M	-$10.9M	20	0.16%	Reduced
65	Kayne Anderson Rudnick Investment Management Los Angeles, California	$172M	+$6.11M	6	0.42%	Increased
66	Principal Financial Group Des Moines, Iowa	$164M	+$993K	15	0.1%	Increased
67	8KM 8 Knots Management Dallas, Texas	$163M	$0	1	15.78%	Maintained
68	Stephens Investment Management Group Houston, Texas	$157M	-$1.44M	2	2.2%	Reduced
69	Fidelity International Hamilton, Bermuda	$150M	-$13.8M	3	0.15%	Reduced
70	Bank of Montreal Toronto, Ontario, Canada	$149M	+$27.7M	13	0.04%	Increased
71	Los Angeles Capital Management Los Angeles, California	$144M	+$45.7M	6	0.52%	Increased
72	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$143M	-$9.93M	5	0.11%	Reduced
73	Point72 Asset Management Stamford, Connecticut	$139M	-$60.1M	7	0.36%	Reduced
74	GC Greenvale Capital London, United Kingdom	$139M	+$55.8M	1	8.72%	Increased
75	Arrowstreet Capital Boston, Massachusetts	$139M	+$30.2M	11	0.12%	Increased