← 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 1,132
Funds Holding Change +27
Funds Holding Growth +2%
Value $44.1B
Holding in Top 10 49
Top 10 Change -5
Top 10 Growth -9%
Value Growth +7%
New 122
Increased 402
Reduced 445
Closed 82
Capital Inflow $3.84B
Capital Outflow $3.4B
Net Capital Flow +$436M
Capital Flow Change +$479M
Calls $1.55B
Puts $1.23B
Net Calls +$322M
Put/Call Ratio 0.79