← 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 1,740
Funds Holding Change -28
Funds Holding Growth -2%
Value $84.7B
Holding in Top 10 63
Top 10 Change -15
Top 10 Growth -19%
Value Growth +4%
New 139
Increased 693
Reduced 639
Closed 155
Capital Inflow $4.44B
Capital Outflow $4.88B
Net Capital Flow -$439M
Capital Flow Change -$1.81B
Calls $841M
Puts $465M
Net Calls +$375M
Put/Call Ratio 0.55