← 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	Loomis, Sayles & Company Boston, Massachusetts	$167M	+$64.8M	8	0.29%	Increased
77	Prudential Financial Newark, New Jersey	$167M	+$79.7M	16	0.26%	Increased
78	VOYA Investment Management Atlanta, Georgia	$159M	+$5.32M	17	0.17%	Increased
79	Russell Investments Group London, United Kingdom	$159M	+$25.5M	17	0.31%	Increased
80	AllianceBernstein Nashville, Tennessee	$152M	-$9.14M	17	0.07%	Reduced
81	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$149M	$0	1	3.18%	Maintained
82	D.E. Shaw & Co New York	$148M	+$59.2M	14	0.16%	Increased
83	VSCP Vesey Street Capital Partners New York	$148M	$0	1	100%	Maintained
84	Allianz Asset Management Munich, Germany	$147M	+$34.9M	10	0.26%	Increased
85	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$145M	-$2.04M	19	0.22%	Reduced
86	HSBC Holdings London, United Kingdom	$145M	-$12.1M	10	0.17%	Reduced
87	Arrowstreet Capital Boston, Massachusetts	$144M	-$43.9M	13	0.19%	Reduced
88	Driehaus Capital Management Chicago, Illinois	$143M	+$4.56M	4	2.01%	Increased
89	Baird Financial Group Milwaukee, Wisconsin	$141M	-$24.5M	8	0.35%	Reduced
90	Lord, Abbett & Co Jersey City, New Jersey	$141M	+$20.6M	3	0.51%	Increased
91	Lazard Asset Management New York	$136M	+$34.4M	11	0.18%	Increased
92	Kayne Anderson Rudnick Investment Management Los Angeles, California	$135M	-$28.2M	3	0.4%	Reduced
93	Aberdeen Group Edinburgh, United Kingdom	$131M	+$9.49M	5	0.33%	Increased
94	Bridgewater Associates Westport, Connecticut	$130M	-$2.4M	10	0.8%	Reduced
95	Royal Bank of Canada Toronto, Ontario, Canada	$129M	-$39.5M	21	0.04%	Reduced
96	Fred Alger Management New York	$128M	+$9.68M	2	0.69%	Increased
97	Stephens Investment Management Group Houston, Texas	$128M	+$250K	2	2.15%	Increased
98	Envestnet Asset Management Chicago, Illinois	$128M	+$85.8M	14	0.06%	Increased
99	GGHC Gilder Gagnon Howe & Co New York	$126M	-$5.53M	4	2.08%	Reduced
100	Congress Asset Management Boston, Massachusetts	$121M	+$1.39M	2	1.12%	Increased