← 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 1,816
Funds Holding Change +106
Funds Holding Growth +6%
Value $72.3B
Holding in Top 10 65
Top 10 Change +2
Top 10 Growth +3%
Value Growth +6%
New 305
Increased 622
Reduced 706
Closed 178
Capital Inflow $4.82B
Capital Outflow $8.82B
Net Capital Flow -$4B
Capital Flow Change -$2.74B
Calls $1.24B
Puts $1.11B
Net Calls +$132M
Put/Call Ratio 0.89