← 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	Woodline Partners San Francisco, California	$107M	+$50.1M	7	0.41%	Increased
77	Franklin Resources San Mateo, California	$105M	-$992K	11	0.03%	Reduced
78	SPM Sycamore Partners Management New York	$104M	$0	1	98.83%	Maintained
79	Russell Investments Group London, United Kingdom	$104M	+$979K	18	0.11%	Increased
80	SG Americas Securities New York	$102M	+$8.14M	14	0.11%	Increased
81	SC SkyKnight Capital San Francisco, California	$102M	$0	1	95.3%	Maintained
82	California Public Employees Retirement System Sacramento, California	$101M	-$10.4M	4	0.06%	Reduced
83	Fiduciary Management Inc Milwaukee, Wisconsin	$101M	-$11.5M	1	1.25%	Reduced
84	TIA Tandem Investment Advisors Charleston, South Carolina	$98.1M	-$15.8M	1	4.81%	Reduced
85	AustralianSuper Melbourne, Australia	$97.6M	+$6.42M	1	0.51%	Increased
86	Employees Provident Fund Board Shah Alam, Malaysia	$96.5M	+$17.9M	1	0.73%	Increased
87	Brookfield Corp Toronto, Ontario, Canada	$94.1M	$0	1	0.13%	Maintained
88	Ilex Capital Partners London, United Kingdom	$92.9M	+$41.8M	1	2.29%	Increased
89	HRT Financial New York	$92.9M	+$28M	10	0.23%	Increased
90	Victory Capital Management San Antonio, Texas	$90M	-$20.8M	12	0.06%	Reduced
91	Mitsubishi UFJ Asset Management Tokyo, Japan	$89.7M	-$1.2M	7	0.06%	Reduced
92	Envestnet Asset Management Chicago, Illinois	$89.2M	+$5.6M	12	0.02%	Increased
93	Royal London Asset Management United Kingdom	$87.3M	+$5.64M	3	0.18%	Increased
94	BNP Paribas Asset Management Paris, France	$86.5M	+$4.43M	11	0.1%	Increased
95	London Company of Virginia Richmond, Virginia	$86.5M	-$5.49M	2	0.53%	Reduced
96	Flossbach Von Storch Cologne, Germany	$86.5M	+$5.64M	1	0.4%	Increased
97	Dodge & Cox San Francisco, California	$86.3M	$0	1	0.05%	Maintained
98	VSCP Vesey Street Capital Partners New York	$85.8M	$0	1	100%	Maintained
99	American Century Companies Kansas City, Missouri	$84.6M	-$94.6M	13	0.04%	Reduced
100	Thompson Siegel & Walmsley Richmond, Virginia	$83.5M	+$5.31M	3	1.46%	Increased