← 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 1,320

Funds Holding Change +37

Funds Holding Growth +3%

Value $56.2B

Holding in Top 10 64

Top 10 Change +13

Top 10 Growth +25%

Value Growth +6%

New 145

Increased 455

Reduced 505

Closed 97

Capital Inflow $3.72B

Capital Outflow $5.03B

Net Capital Flow -$1.31B

Capital Flow Change -$2.24B

Calls $691M

Puts $860M

Net Calls -$169M

Put/Call Ratio 1.24