← 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 1,408
Funds Holding Change +88
Funds Holding Growth +7%
Value $65B
Holding in Top 10 72
Top 10 Change +8
Top 10 Growth +13%
Value Growth +16%
New 217
Increased 457
Reduced 530
Closed 102
Capital Inflow $3.39B
Capital Outflow $3.33B
Net Capital Flow +$52.5M
Capital Flow Change +$1.36B
Calls $840M
Puts $861M
Net Calls -$20.5M
Put/Call Ratio 1.02