← 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 1,642
Funds Holding Change +126
Funds Holding Growth +8%
Value $83.5B
Holding in Top 10 75
Top 10 Change +16
Top 10 Growth +27%
Value Growth +2%
New 272
Increased 551
Reduced 592
Closed 126
Capital Inflow $6.33B
Capital Outflow $4.93B
Net Capital Flow +$1.4B
Capital Flow Change +$381M
Calls $672M
Puts $626M
Net Calls +$46.4M
Put/Call Ratio 0.93