← 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	Man Group London, United Kingdom	$148M	+$37.5M	11	0.39%	Increased
77	Capital World Investors Los Angeles, California	$147M	$0	1	0.02%	Maintained
78	Bank of Montreal Toronto, Ontario, Canada	$146M	-$4.01M	13	0.06%	Reduced
79	Marshall Wace London, United Kingdom	$142M	-$257M	13	0.17%	Reduced
80	Congress Asset Management Boston, Massachusetts	$140M	-$856K	3	0.95%	Reduced
81	Fiduciary Management Inc Milwaukee, Wisconsin	$140M	+$27.4M	1	1.22%	Increased
82	Holocene Advisors New York	$139M	+$129M	4	0.56%	New
83	BNP Paribas Financial Markets Paris, France	$138M	+$10.4M	12	0.09%	Increased
84	SEI Investments Oaks, Pennsylvania	$131M	+$5.05M	14	0.17%	Increased
85	Victory Capital Management San Antonio, Texas	$131M	-$4.6M	13	0.13%	Reduced
86	Wells Fargo San Francisco, California	$129M	-$69M	20	0.03%	Reduced
87	SCA Southpoint Capital Advisors New York	$129M	+$132M	1	3.07%	New
88	KeyBank National Association Cleveland, Ohio	$129M	-$2.12M	6	0.5%	Reduced
89	Federated Hermes Pittsburgh, Pennsylvania	$127M	-$353M	11	0.28%	Reduced
90	LCP LGT Capital Partners Pfaeffikon, Switzerland	$127M	-$13M	1	4.42%	Reduced
91	Balyasny Asset Management Chicago, Illinois	$124M	-$25.4M	8	0.2%	Reduced
92	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$124M	-$2.78M	18	0.15%	Reduced
93	Squarepoint New York	$123M	-$10M	9	0.19%	Reduced
94	TIA Tandem Investment Advisors Charleston, South Carolina	$121M	-$1.06M	1	4.59%	Reduced
95	Qube Research & Technologies (QRT) London, United Kingdom	$117M	+$44.7M	9	0.17%	Increased
96	Los Angeles Capital Management Los Angeles, California	$116M	-$62.5M	6	0.47%	Reduced
97	Coatue Management New York	$116M	+$106M	1	0.43%	New
98	Artisan Partners Milwaukee, Wisconsin	$115M	+$223K	1	0.17%	Increased
99	8KM 8 Knots Management Dallas, Texas	$113M	-$72.2M	1	13.38%	Reduced
100	Envestnet Asset Management Chicago, Illinois	$113M	-$74.5M	12	0.04%	Reduced