← 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 1,179
Funds Holding Change +15
Funds Holding Growth +1%
Value $44B
Holding in Top 10 60
Top 10 Change -5
Top 10 Growth -8%
Value Growth +0.2%
New 144
Increased 412
Reduced 542
Closed 106
Capital Inflow $4.08B
Capital Outflow $3.68B
Net Capital Flow +$401M
Capital Flow Change +$400M
Calls $1.08B
Puts $1.43B
Net Calls -$350M
Put/Call Ratio 1.32