← 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

Funds Holding in Top 10 Value Capital Flow New & Closed Increased & Reduced Calls & Puts Put/Call Ratio

New

Increased

Maintained

Reduced

Closed

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