← 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 1,038
Funds Holding Change -23
Funds Holding Growth -2%
Value $35.8B
Holding in Top 10 42
Top 10 Change -4
Top 10 Growth -9%
Value Growth -2%
New 72
Increased 372
Reduced 439
Closed 85
Capital Inflow $3.22B
Capital Outflow $3.14B
Net Capital Flow +$77.9M
Capital Flow Change +$618M
Calls $1.04B
Puts $1.69B
Net Calls -$650M
Put/Call Ratio 1.62