← 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 1,710
Funds Holding Change -30
Funds Holding Growth -2%
Value $68.2B
Holding in Top 10 63
Top 10 Change 0
Top 10 Growth 0%
Value Growth -19%
New 173
Increased 591
Reduced 705
Closed 181
Capital Inflow $5.08B
Capital Outflow $6.34B
Net Capital Flow -$1.26B
Capital Flow Change -$820M
Calls $852M
Puts $1.01B
Net Calls -$161M
Put/Call Ratio 1.19