← 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 1,186
Funds Holding Change +7
Funds Holding Growth +0.6%
Value $47.7B
Holding in Top 10 65
Top 10 Change +5
Top 10 Growth +8%
Value Growth +9%
New 126
Increased 437
Reduced 482
Closed 103
Capital Inflow $8.13B
Capital Outflow $4.16B
Net Capital Flow +$3.98B
Capital Flow Change +$3.58B
Calls $632M
Puts $1.06B
Net Calls -$428M
Put/Call Ratio 1.68