← 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

Calls
Puts
Net calls
Funds Holding 1,061
Funds Holding Change +5
Funds Holding Growth +0.5%
Value $36.4B
Holding in Top 10 46
Top 10 Change +8
Top 10 Growth +21%
Value Growth +1%
New 96
Increased 423
Reduced 413
Closed 84
Capital Inflow $2.81B
Capital Outflow $3.35B
Net Capital Flow -$540M
Capital Flow Change -$621M
Calls $1.08B
Puts $1.82B
Net Calls -$736M
Put/Call Ratio 1.68