← 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 1,703
Funds Holding Change +78
Funds Holding Growth +5%
Value $74B
Holding in Top 10 84
Top 10 Change +13
Top 10 Growth +18%
Value Growth -9%
New 221
Increased 732
Reduced 547
Closed 120
Capital Inflow $6.2B
Capital Outflow $4.4B
Net Capital Flow +$1.8B
Capital Flow Change -$1.54B
Calls $575M
Puts $492M
Net Calls +$82.5M
Put/Call Ratio 0.86