← 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 1,848
Funds Holding Change -40
Funds Holding Growth -2%
Value $73.9B
Holding in Top 10 50
Top 10 Change -7
Top 10 Growth -12%
Value Growth -5%
New 165
Increased 692
Reduced 711
Closed 180
Capital Inflow $4.67B
Capital Outflow $4.35B
Net Capital Flow +$318M
Capital Flow Change -$2.12B
Calls $892M
Puts $1.13B
Net Calls -$236M
Put/Call Ratio 1.26