← 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 1,480
Funds Holding Change +106
Funds Holding Growth +8%
Value $79.9B
Holding in Top 10 68
Top 10 Change +8
Top 10 Growth +13%
Value Growth +20%
New 226
Increased 510
Reduced 536
Closed 98
Capital Inflow $4.4B
Capital Outflow $3.62B
Net Capital Flow +$782M
Capital Flow Change +$2.56B
Calls $723M
Puts $518M
Net Calls +$204M
Put/Call Ratio 0.72