← 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 1,750
Funds Holding Change -84
Funds Holding Growth -5%
Value $62.5B
Holding in Top 10 37
Top 10 Change -3
Top 10 Growth -8%
Value Growth -10%
New 171
Increased 608
Reduced 751
Closed 230
Capital Inflow $4.76B
Capital Outflow $7.98B
Net Capital Flow -$3.21B
Capital Flow Change -$3.18B
Calls $782M
Puts $1.24B
Net Calls -$459M
Put/Call Ratio 1.59