← 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 1,241
Funds Holding Change +100
Funds Holding Growth +9%
Value $51.1B
Holding in Top 10 69
Top 10 Change +18
Top 10 Growth +35%
Value Growth +7%
New 206
Increased 391
Reduced 488
Closed 95
Capital Inflow $3.53B
Capital Outflow $4.83B
Net Capital Flow -$1.3B
Capital Flow Change -$1.49B
Calls $1.08B
Puts $2.26B
Net Calls -$1.18B
Put/Call Ratio 2.1