← 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 1,810
Funds Holding Change -11
Funds Holding Growth -0.6%
Value $71.3B
Holding in Top 10 49
Top 10 Change -11
Top 10 Growth -18%
Value Growth -9%
New 187
Increased 706
Reduced 651
Closed 166
Capital Inflow $6.72B
Capital Outflow $5.29B
Net Capital Flow +$1.43B
Capital Flow Change +$770M
Calls $952M
Puts $1.09B
Net Calls -$139M
Put/Call Ratio 1.15