← 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 1,848
Funds Holding Change -40
Funds Holding Growth -2%
Value $73.9B
Holding in Top 10 50
Top 10 Change -7
Top 10 Growth -12%
Value Growth -5%
New 165
Increased 692
Reduced 711
Closed 180
Capital Inflow $4.67B
Capital Outflow $4.35B
Net Capital Flow +$318M
Capital Flow Change -$2.12B
Calls $892M
Puts $1.13B
Net Calls -$236M
Put/Call Ratio 1.26