← 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 1,141
Funds Holding Change -24
Funds Holding Growth -2%
Value $47.8B
Holding in Top 10 51
Top 10 Change -11
Top 10 Growth -18%
Value Growth -2%
New 81
Increased 411
Reduced 473
Closed 96
Capital Inflow $3.47B
Capital Outflow $3.28B
Net Capital Flow +$191M
Capital Flow Change -$422M
Calls $1.02B
Puts $1.86B
Net Calls -$840M
Put/Call Ratio 1.83