← 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 1,401
Funds Holding Change +65
Funds Holding Growth +5%
Value $67B
Holding in Top 10 68
Top 10 Change -3
Top 10 Growth -4%
Value Growth +25%
New 189
Increased 503
Reduced 519
Closed 112
Capital Inflow $4.64B
Capital Outflow $3.53B
Net Capital Flow +$1.11B
Capital Flow Change +$1.72B
Calls $555M
Puts $693M
Net Calls -$138M
Put/Call Ratio 1.25