← 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 1,472
Funds Holding Change -8
Funds Holding Growth -0.5%
Value $78.8B
Holding in Top 10 63
Top 10 Change -5
Top 10 Growth -7%
Value Growth -1%
New 151
Increased 544
Reduced 554
Closed 142
Capital Inflow $5.04B
Capital Outflow $4.92B
Net Capital Flow +$117M
Capital Flow Change -$665M
Calls $508M
Puts $422M
Net Calls +$86.8M
Put/Call Ratio 0.83