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
Value
Increase
Decrease
Funds Holding
1,336
Funds Holding Change
-72
Funds Holding Growth
-5%
Value
$53.4B
Holding in Top 10
71
Top 10 Change
-1
Top 10 Growth
-1%
Value Growth
-18%
New
138
Increased
460
Reduced
567
Closed
190
Capital Inflow
$3.75B
Capital Outflow
$4.36B
Net Capital Flow
-$610M
Capital Flow Change
-$662M
Calls
$507M
Puts
$328M
Net Calls
+$179M
Put/Call Ratio
0.65