← 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	Baird Financial Group Milwaukee, Wisconsin	$142M	+$18.2M	8	0.39%	Increased
77	Two Sigma Advisers New York	$141M	+$95M	11	0.36%	Increased
78	Kayne Anderson Rudnick Investment Management Los Angeles, California	$139M	+$19.7M	4	0.4%	Increased
79	Balyasny Asset Management Chicago, Illinois	$139M	-$26.3M	11	0.28%	Reduced
80	VOYA Investment Management Atlanta, Georgia	$136M	-$34.4M	16	0.15%	Reduced
81	SEI Investments Oaks, Pennsylvania	$135M	-$23.4M	14	0.24%	Reduced
82	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$134M	-$12.2M	4	0.11%	Reduced
83	Neuberger Berman Group New York	$134M	+$25.6M	12	0.12%	Increased
84	Fiduciary Management Inc Milwaukee, Wisconsin	$131M	-$2.43M	1	1.34%	Reduced
85	Driehaus Capital Management Chicago, Illinois	$129M	-$44.7M	3	1.68%	Reduced
86	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$129M	$0	1	2.36%	Maintained
87	Bridgewater Associates Westport, Connecticut	$129M	+$17.5M	11	0.78%	Increased
88	TPG GP A Fort Worth, Texas	$128M	-$79M	1	2.21%	Reduced
89	Holocene Advisors New York	$127M	-$27.2M	3	0.56%	Reduced
90	Envestnet Asset Management Chicago, Illinois	$127M	+$19.9M	13	0.06%	Increased
91	Loomis, Sayles & Company Boston, Massachusetts	$126M	-$38.4M	7	0.22%	Reduced
92	OCA OEP Capital Advisors New York	$126M	$0	1	23.74%	Maintained
93	Stephens Investment Management Group Houston, Texas	$125M	+$883K	2	2.05%	Increased
94	Royal Bank of Canada Toronto, Ontario, Canada	$121M	-$23.2M	21	0.03%	Reduced
95	BNP Paribas Financial Markets Paris, France	$120M	+$29.2M	13	0.15%	Increased
96	PointState Capital New York	$119M	+$29.6M	1	2.04%	Increased
97	1832 Asset Management Toronto, Ontario, Canada	$116M	+$45.2M	5	0.16%	Increased
98	CP Coho Partners Berwyn, Pennsylvania	$112M	-$12M	1	2.4%	Reduced
99	Allianz Asset Management Munich, Germany	$112M	-$12.5M	8	0.19%	Reduced
100	AG Avala Global New York	$111M	+$16.9M	1	10.79%	Increased