← 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 1,660
Funds Holding Change -43
Funds Holding Growth -3%
Value $73.5B
Holding in Top 10 88
Top 10 Change +4
Top 10 Growth +5%
Value Growth -0.7%
New 133
Increased 642
Reduced 611
Closed 152
Capital Inflow $4.24B
Capital Outflow $4.08B
Net Capital Flow +$163M
Capital Flow Change -$1.64B
Calls $622M
Puts $402M
Net Calls +$220M
Put/Call Ratio 0.65