← 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 1,768
Funds Holding Change -4
Funds Holding Growth -0.2%
Value $81.7B
Holding in Top 10 78
Top 10 Change -17
Top 10 Growth -18%
Value Growth +7%
New 161
Increased 660
Reduced 692
Closed 126
Capital Inflow $5.75B
Capital Outflow $4.38B
Net Capital Flow +$1.37B
Capital Flow Change +$1.24B
Calls $614M
Puts $456M
Net Calls +$158M
Put/Call Ratio 0.74