← 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

New
Increased
Maintained
Reduced
Closed
Funds Holding 1,056
Funds Holding Change -23
Funds Holding Growth -2%
Value $36B
Holding in Top 10 38
Top 10 Change -3
Top 10 Growth -7%
Value Growth -6%
New 109
Increased 432
Reduced 405
Closed 118
Capital Inflow $4.12B
Capital Outflow $4.04B
Net Capital Flow +$81.3M
Capital Flow Change +$663M
Calls $1.07B
Puts $1.87B
Net Calls -$796M
Put/Call Ratio 1.74