← 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 1,144
Funds Holding Change +12
Funds Holding Growth +1%
Value $45.8B
Holding in Top 10 55
Top 10 Change +6
Top 10 Growth +12%
Value Growth +4%
New 87
Increased 436
Reduced 444
Closed 66
Capital Inflow $3.1B
Capital Outflow $2.9B
Net Capital Flow +$206M
Capital Flow Change -$229M
Calls $1.39B
Puts $1.25B
Net Calls +$144M
Put/Call Ratio 0.9