← 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

Increased
Reduced
Net increased
Funds Holding 1,093
Funds Holding Change +55
Funds Holding Growth +5%
Value $38.1B
Holding in Top 10 47
Top 10 Change +5
Top 10 Growth +12%
Value Growth +6%
New 136
Increased 353
Reduced 445
Closed 66
Capital Inflow $3.72B
Capital Outflow $2.69B
Net Capital Flow +$1.03B
Capital Flow Change +$947M
Calls $1.34B
Puts $2.25B
Net Calls -$910M
Put/Call Ratio 1.68