← 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 1,079
Funds Holding Change +73
Funds Holding Growth +7%
Value $38.4B
Holding in Top 10 41
Top 10 Change -2
Top 10 Growth -5%
Value Growth +5%
New 162
Increased 407
Reduced 386
Closed 79
Capital Inflow $3.67B
Capital Outflow $4.25B
Net Capital Flow -$582M
Capital Flow Change +$1.34B
Calls $1.79B
Puts $2.72B
Net Calls -$933M
Put/Call Ratio 1.52