← 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 1,810

Funds Holding Change -11

Funds Holding Growth -0.6%

Value $71.3B

Holding in Top 10 49

Top 10 Change -11

Top 10 Growth -18%

Value Growth -9%

New 187

Increased 706

Reduced 651

Closed 166

Capital Inflow $6.72B

Capital Outflow $5.29B

Net Capital Flow +$1.43B

Capital Flow Change +$770M

Calls $952M

Puts $1.09B

Net Calls -$139M

Put/Call Ratio 1.15