← 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

Value
Increase
Decrease
Funds Holding 1,107
Funds Holding Change +13
Funds Holding Growth +1%
Value $42B
Holding in Top 10 55
Top 10 Change -1
Top 10 Growth -2%
Value Growth +5%
New 104
Increased 358
Reduced 469
Closed 82
Capital Inflow $3.13B
Capital Outflow $3.11B
Net Capital Flow +$15M
Capital Flow Change -$290M
Calls $1.99B
Puts $1.25B
Net Calls +$745M
Put/Call Ratio 0.63