← 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

Put/Call Ratio
Increase
Decrease
Funds Holding 1,080
Funds Holding Change -27
Funds Holding Growth -2%
Value $39.6B
Holding in Top 10 57
Top 10 Change +2
Top 10 Growth +4%
Value Growth -6%
New 68
Increased 384
Reduced 424
Closed 90
Capital Inflow $4.1B
Capital Outflow $3.28B
Net Capital Flow +$822M
Capital Flow Change +$807M
Calls $784M
Puts $840M
Net Calls -$56.8M
Put/Call Ratio 1.07