← 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

Inflow
Outflow
Net flow
Funds Holding 1,334
Funds Holding Change +16
Funds Holding Growth +1%
Value $59.6B
Holding in Top 10 53
Top 10 Change -17
Top 10 Growth -24%
Value Growth +0.5%
New 127
Increased 495
Reduced 503
Closed 97
Capital Inflow $5.01B
Capital Outflow $3.97B
Net Capital Flow +$1.04B
Capital Flow Change +$1.12B
Calls $964M
Puts $1.79B
Net Calls -$821M
Put/Call Ratio 1.85