← 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 1,259
Funds Holding Change +18
Funds Holding Growth +1%
Value $54.1B
Holding in Top 10 70
Top 10 Change +1
Top 10 Growth +1%
Value Growth +6%
New 143
Increased 449
Reduced 501
Closed 109
Capital Inflow $3.87B
Capital Outflow $4.22B
Net Capital Flow -$352M
Capital Flow Change +$949M
Calls $660M
Puts $1.27B
Net Calls -$613M
Put/Call Ratio 1.93