Investment Themes

Digital Health and Telemedicine

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Investment Themes

This selection of companies is aimed at investors wishing to benefit from the growing trend in digital healthcare and telemedicine.

It offers exposure to companies that provide or are affiliated with digital medical services, that digitally connect doctors and patients, that collect, produce, use and store data for statistical and medical analysis including artificial intelligence analytics and cloud-based analytics platforms, and that develop healthcare devices that automatically transmit results to patients.

The global telemedicine market is expected to reach $200 billion by 2027, up from $75 billion in 2022. This market will benefit from the fact that more than half the world's population still lacks essential healthcare services. As more and more underserved markets benefit from broadband access, telemedicine offers vast opportunities to bridge the gap. What's more, the pandemic has increased the adoption of digital healthcare services, with many turning to telemedicine for the first time, accelerating the theme's reach.

Our selection

Healthcare
Biopharmaceuticals
2.99B +53.97%
Healthcare
Medical Equipment
9.31B +37.11%
Healthcare
Other Healthcare Facilities & Services
715M +17.32%
Healthcare
Other Healthcare Facilities & Services
22.52B +8.92%
Healthcare
Telemedicine Services
89.71M +10.39%
Healthcare
Other Medical Equipment, Supplies & Distribution
375M +2.88%
Healthcare
Medical & Diagnostic Laboratories
96.4M -.--%
Healthcare
Other Healthcare Facilities & Services
2.85B -4.22%
Healthcare
Other Medical Equipment, Supplies & Distribution
25.28B -1.04%
Healthcare
Other Medical Equipment, Supplies & Distribution
279M +20.83%
Healthcare
Medical Software & Technology Services
728M -10.83%
Industrials
Data Processing Services
1.47B -11.42%
Healthcare
Other Medical Equipment, Supplies & Distribution
1.35B -10.46%
Healthcare
Other Advanced Medical Equipment & Technology
33.07B -5.35%
Healthcare
Medical Software & Technology Services
163M -0.29%
Healthcare
Other Healthcare Facilities & Services
2.53B -7.81%
Healthcare
Other Advanced Medical Equipment & Technology
18.91B -5.71%
Industrials
Online Job Portals
399M -11.79%
Healthcare
Medical Software & Technology Services
259M -18.89%
Healthcare
Diagnostic & Testing Substances
11.43B -14.66%
Healthcare
Other Advanced Medical Equipment & Technology
32.61B -15.20%
Technology
Other Internet Services
740M -20.30%
Consumer Non-Cyclical
Other Drug Retailers
20.72B -7.57%
Healthcare
Other Biotechnology & Medical Research
637M -23.49%
Healthcare
Bio Diagnostics & Testing
2.49B -25.53%
Technology
Other Internet Services
6.9B -24.36%
Healthcare
Other Advanced Medical Equipment & Technology
12.87M -24.18%
Consumer Non-Cyclical
Other Drug Retailers
9.59B -8.12%
Healthcare
Telemedicine Services
937M -25.00%
Healthcare
Medical Software & Technology Services
1.61B -21.70%
Healthcare
Other Healthcare Facilities & Services
3.27B -13.71%
Healthcare
Other Advanced Medical Equipment & Technology
408M -27.81%
Healthcare
Medical Monitoring Systems
3.82B -33.41%
Healthcare
Home Healthcare Services
56.96M -34.29%
Healthcare
Telemedicine Services
4.5B -39.17%
Healthcare
Medical Software & Technology Services
272M -39.00%
Healthcare
Other Medical Equipment, Supplies & Distribution
51.83M -37.61%
Technology
Application Software
3.91B -52.21%
Technology
Other Software
492M -52.19%
Technology
Other Internet Services
116M -49.76%
Technology
Other Software
101M -66.18%
Financials
Insurance Brokers
41.02M -71.30%

News of the components

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Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Digital Health and Telemedicine