← 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 1,080
Funds Holding Change -27
Funds Holding Growth -2%
Value $39.6B
Holding in Top 10 57
Top 10 Change +2
Top 10 Growth +4%
Value Growth -6%
New 68
Increased 384
Reduced 424
Closed 90
Capital Inflow $4.1B
Capital Outflow $3.28B
Net Capital Flow +$822M
Capital Flow Change +$807M
Calls $784M
Puts $840M
Net Calls -$56.8M
Put/Call Ratio 1.07