← 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 1,888
Funds Holding Change +96
Funds Holding Growth +5%
Value $78B
Holding in Top 10 57
Top 10 Change +5
Top 10 Growth +10%
Value Growth -1%
New 287
Increased 599
Reduced 734
Closed 160
Capital Inflow $6.93B
Capital Outflow $4.49B
Net Capital Flow +$2.44B
Capital Flow Change +$3B
Calls $1.03B
Puts $1.81B
Net Calls -$777M
Put/Call Ratio 1.75