← 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	Two Sigma Investments New York	$167M	-$57.9M	16	0.24%	Reduced
52	Pacer Advisors Malvern, Pennsylvania	$162M	+$68.8M	7	0.41%	Increased
53	HSBC Holdings London, United Kingdom	$161M	+$35.9M	10	0.08%	Increased
54	Janus Henderson Group London,	$160M	+$26.5M	13	0.07%	Increased
55	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$147M	+$74.9M	14	0.12%	Increased
56	RhumbLine Advisers Boston, Massachusetts	$147M	-$5.15M	17	0.12%	Reduced
57	Squarepoint New York	$144M	+$25.1M	14	0.15%	Increased
58	Principal Financial Group Des Moines, Iowa	$143M	+$13.9M	9	0.07%	Increased
59	OCA OEP Capital Advisors New York	$138M	$0	1	100%	Maintained
60	Hotchkis & Wiley Capital Management Los Angeles, California	$137M	+$24.2M	3	0.41%	Increased
61	Franklin Resources San Mateo, California	$136M	-$73.8M	13	0.03%	Reduced
62	Qube Research & Technologies (QRT) London, United Kingdom	$134M	-$46.2M	7	0.14%	Reduced
63	Citigroup New York	$134M	+$50.9M	19	0.06%	Increased
64	Gates Capital Management New York	$134M	-$65.5M	1	3.52%	Reduced
65	CCP Clarkston Capital Partners Rochester, Michigan	$133M	+$151K	3	3.07%	Increased
66	AllianceBernstein Nashville, Tennessee	$132M	+$1.48M	17	0.04%	Increased
67	Prudential Financial Newark, New Jersey	$132M	+$42.5M	11	0.16%	Increased
68	M&G plc London, United Kingdom	$129M	+$113M	1	0.66%	Increased
69	Jane Street New York	$127M	+$22M	16	0.02%	Increased
70	CAPTRUST Financial Advisors Raleigh, North Carolina	$122M	-$14M	6	0.23%	Reduced
71	Quantinno Capital Management New York	$121M	+$37.9M	15	0.24%	Increased
72	TIA Tandem Investment Advisors Charleston, South Carolina	$120M	-$1.3M	1	4.49%	Reduced
73	Allianz Asset Management Munich, Germany	$119M	-$8.46M	8	0.12%	Reduced
74	Baupost Group Boston, Massachusetts	$119M	+$15.9M	1	2.26%	Increased
75	Jefferies Financial Group New York	$119M	+$47.5M	9	0.61%	Increased