← 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

Holding in Top 10
Increase
Decrease
Funds Holding 1,006
Funds Holding Change -14
Funds Holding Growth -1%
Value $36.6B
Holding in Top 10 43
Top 10 Change -11
Top 10 Growth -20%
Value Growth -0.2%
New 99
Increased 397
Reduced 393
Closed 103
Capital Inflow $3.64B
Capital Outflow $5.56B
Net Capital Flow -$1.92B
Capital Flow Change -$39.8B
Calls $1.3B
Puts $1.65B
Net Calls -$360M
Put/Call Ratio 1.28