← 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 1,933

Funds Holding Change +183

Funds Holding Growth +10%

Value $60.7B

Holding in Top 10 41

Top 10 Change +4

Top 10 Growth +11%

Value Growth -3%

New 380

Increased 729

Reduced 634

Closed 160

Capital Inflow $9.05B

Capital Outflow $3.72B

Net Capital Flow +$5.33B

Capital Flow Change +$8.55B

Calls $804M

Puts $998M

Net Calls -$195M

Put/Call Ratio 1.24