← 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 1,164
Funds Holding Change +20
Funds Holding Growth +2%
Value $43.9B
Holding in Top 10 65
Top 10 Change +10
Top 10 Growth +18%
Value Growth -4%
New 113
Increased 425
Reduced 426
Closed 80
Capital Inflow $3.79B
Capital Outflow $3.79B
Net Capital Flow +$895K
Capital Flow Change -$205M
Calls $1.66B
Puts $1.08B
Net Calls +$580M
Put/Call Ratio 0.65