← 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 1,772
Funds Holding Change +112
Funds Holding Growth +7%
Value $76.7B
Holding in Top 10 95
Top 10 Change +7
Top 10 Growth +8%
Value Growth +4%
New 261
Increased 613
Reduced 647
Closed 117
Capital Inflow $4.29B
Capital Outflow $4.16B
Net Capital Flow +$130M
Capital Flow Change -$33.1M
Calls $694M
Puts $513M
Net Calls +$181M
Put/Call Ratio 0.74