← 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

New
Closed
Net new
Funds Holding 1,020
Funds Holding Change +1,020
Funds Holding Growth –
Value $36.7B
Holding in Top 10 54
Top 10 Change +54
Top 10 Growth –
Value Growth –
New 1,020
Increased –
Reduced –
Closed –
Capital Inflow $37.9B
Capital Outflow $0
Net Capital Flow +$37.9B
Capital Flow Change +$37.9B
Calls $686M
Puts $712M
Net Calls -$26.2M
Put/Call Ratio 1.04