← 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

Funds Holding in Top 10 Value Capital Flow New & Closed Increased & Reduced Calls & Puts Put/Call Ratio

New

Closed

Net new

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