← 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 1,310
Funds Holding Change -24
Funds Holding Growth -2%
Value $52.1B
Holding in Top 10 50
Top 10 Change -3
Top 10 Growth -6%
Value Growth -13%
New 175
Increased 460
Reduced 529
Closed 188
Capital Inflow $7.09B
Capital Outflow $3.92B
Net Capital Flow +$3.17B
Capital Flow Change +$2.12B
Calls $967M
Puts $1.22B
Net Calls -$250M
Put/Call Ratio 1.26