← 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 1,374
Funds Holding Change -27
Funds Holding Growth -2%
Value $66.7B
Holding in Top 10 60
Top 10 Change -8
Top 10 Growth -12%
Value Growth -0.4%
New 121
Increased 512
Reduced 540
Closed 136
Capital Inflow $2.88B
Capital Outflow $4.66B
Net Capital Flow -$1.78B
Capital Flow Change -$2.89B
Calls $638M
Puts $537M
Net Calls +$101M
Put/Call Ratio 0.84