← 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 1,518
Funds Holding Change +46
Funds Holding Growth +3%
Value $86.5B
Holding in Top 10 64
Top 10 Change +1
Top 10 Growth +2%
Value Growth +10%
New 156
Increased 566
Reduced 555
Closed 95
Capital Inflow $4.43B
Capital Outflow $4.32B
Net Capital Flow +$115M
Capital Flow Change -$2.13M
Calls $589M
Puts $536M
Net Calls +$53.1M
Put/Call Ratio 0.91