← 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	Thrivent Financial for Lutherans Minneapolis, Minnesota	$146M	+$10.8M	10	0.34%	Increased
77	Acadian Asset Management Boston, Massachusetts	$145M	-$7.46M	9	0.56%	Reduced
78	Prudential Financial Newark, New Jersey	$145M	+$6.08M	9	0.24%	Increased
79	Wasatch Advisors Salt Lake City, Utah	$144M	-$60.1M	1	0.71%	Reduced
80	PAR Capital Management Boston, Massachusetts	$143M	$0	1	4.17%	Maintained
81	ACM Alua Capital Management New York	$138M	+$139M	1	9.68%	New
82	New York State Common Retirement Fund Albany, New York	$137M	-$10.7M	13	0.15%	Reduced
83	Nordea Investment Management Stockholm, Sweden	$136M	+$6.09M	6	0.22%	Increased
84	Federated Hermes Pittsburgh, Pennsylvania	$135M	+$16.8M	12	0.28%	Increased
85	Citadel Advisors Miami, Florida	$134M	-$35.4M	14	0.03%	Reduced
86	Teacher Retirement System of Texas Austin, Texas	$131M	-$7.74M	8	0.79%	Reduced
87	Gates Capital Management New York	$130M	-$25.4M	1	3.92%	Reduced
88	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$127M	+$1.66M	6	0.26%	Increased
89	ACM American Capital Management New York	$125M	-$1.45M	1	3.73%	Reduced
90	William Blair Investment Management Chicago, Illinois	$124M	+$10.6M	3	0.41%	Increased
91	Driehaus Capital Management Chicago, Illinois	$121M	+$543K	4	1.96%	Increased
92	Eagle Asset Management St Petersburg, Florida	$120M	-$21.7M	3	0.68%	Reduced
93	Bellevue Group Kuesnacht, Switzerland	$119M	+$11.2M	3	1.36%	Increased
94	Carillon Tower Advisers St. Petersburg, Florida	$118M	+$54.1M	4	0.72%	Increased
95	Barclays London, United Kingdom	$116M	+$13.2M	10	0.06%	Increased
96	AQR Capital Management Greenwich, Connecticut	$114M	-$11.7M	9	0.2%	Reduced
97	Lord, Abbett & Co Jersey City, New Jersey	$114M	-$10.9M	1	0.3%	Reduced
98	Silvercrest Asset Management New York	$113M	+$34.9M	3	0.83%	Increased
99	Russell Investments Group London, United Kingdom	$111M	-$9.05M	13	0.22%	Reduced
100	SEI Investments Oaks, Pennsylvania	$110M	+$2.96M	12	0.29%	Increased