← 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 1,792
Funds Holding Change -18
Funds Holding Growth -1%
Value $79.1B
Holding in Top 10 52
Top 10 Change +3
Top 10 Growth +6%
Value Growth +11%
New 180
Increased 663
Reduced 683
Closed 178
Capital Inflow $5.79B
Capital Outflow $6.34B
Net Capital Flow -$555M
Capital Flow Change -$1.99B
Calls $1.63B
Puts $1.85B
Net Calls -$218M
Put/Call Ratio 1.13