← 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
76	Allianz Asset Management Munich, Germany	$104M	+$13.1M	9	0.1%	Increased
77	Marshall Wace North America New York	$101M	+$25.3M	3	0.57%	Increased
78	GAMCO Investors Greenwich, Connecticut	$99M	-$22M	5	0.83%	Reduced
79	TimesSquare Capital Management New York	$98M	-$5.1M	2	0.87%	Reduced
80	Amundi Asset Management US Boston, Massachusetts	$96.7M	-$68M	7	0.14%	Reduced
81	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$93.1M	+$7M	7	0.24%	Increased
82	Russell Investments Group London, United Kingdom	$91.9M	-$3.26M	12	0.18%	Reduced
83	London Company of Virginia Richmond, Virginia	$91.5M	+$4.37M	1	0.75%	Increased
84	OrbiMed New York	$89.8M	$0	1	1.7%	Maintained
85	Jennison Associates New York	$89M	-$1.44M	2	0.09%	Reduced
86	Gabelli Funds Rye, New York	$87.6M	-$16.3M	6	0.58%	Reduced
87	Baird Financial Group Milwaukee, Wisconsin	$87.2M	+$3.07M	5	0.34%	Increased
88	ACM American Capital Management New York	$86.2M	-$357K	1	3.82%	Reduced
89	CCM Camber Capital Management Boston, Massachusetts	$85.6M	-$29M	1	4.5%	Reduced
90	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$85.4M	+$1.63M	10	0.1%	Increased
91	Pictet Asset Management (UK) London, United Kingdom	$83.5M	-$33.7M	5	0.18%	Reduced
92	Man Group London, United Kingdom	$82.2M	+$11.1M	10	0.31%	Increased
93	SEI Investments Oaks, Pennsylvania	$82.1M	+$25.9M	9	0.21%	Increased
94	Barclays London, United Kingdom	$81.8M	-$59.3M	11	0.05%	Reduced
95	State Board of Administration of Florida Retirement System Tallahassee, Florida	$81.5M	-$1M	10	0.21%	Reduced
96	Lone Pine Capital Greenwich, Connecticut	$79.6M	+$82M	1	0.47%	New
97	Empyrean Capital Partners Los Angeles, California	$79.3M	+$39M	1	4.13%	Increased
98	Prudential Financial Newark, New Jersey	$78.8M	-$7.26M	9	0.12%	Reduced
99	Bank of Montreal Toronto, Ontario, Canada	$78.7M	+$7M	13	0.07%	Increased
100	DC DPM Capital Coral Gables, Florida	$78.5M	$0	1	66.13%	Maintained