← 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 1,105
Funds Holding Change +25
Funds Holding Growth +2%
Value $41.1B
Holding in Top 10 54
Top 10 Change -3
Top 10 Growth -5%
Value Growth +4%
New 122
Increased 385
Reduced 391
Closed 82
Capital Inflow $3.31B
Capital Outflow $3.35B
Net Capital Flow -$43.5M
Capital Flow Change -$865M
Calls $836M
Puts $874M
Net Calls -$38.1M
Put/Call Ratio 1.05