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
Medical Software & Technology Services
617M +204.24%
Healthcare
Medical & Diagnostic Laboratories
110M +37.54%
Healthcare
Telemedicine Services
13.26B +152.56%
Healthcare
Other Biotechnology & Medical Research
550M +13.32%
Technology
Other Internet Services
248M +168.72%
Technology
Other Software
406M -7.91%
Healthcare
Medical Monitoring Systems
4.63B +61.55%
Industrials
Data Processing Services
1.75B -1.04%
Consumer Non-Cyclical
Other Drug Retailers
17.16B +48.04%
Healthcare
Diagnostic & Testing Substances
6.14B +65.56%
Healthcare
Other Medical Equipment, Supplies & Distribution
32.09B +4.17%
Technology
Other Internet Services
9.37B +45.45%
Healthcare
Other Advanced Medical Equipment & Technology
36.6B +9.70%
Healthcare
Other Healthcare Facilities & Services
21.72B +13.98%
Healthcare
Other Advanced Medical Equipment & Technology
390M -28.42%
Healthcare
Other Advanced Medical Equipment & Technology
14.16B -32.42%
Healthcare
Other Healthcare Facilities & Services
2.23B +27.74%
Healthcare
Other Medical Equipment, Supplies & Distribution
1.34B -43.35%
Healthcare
Other Medical Equipment, Supplies & Distribution
30.72M -8.42%
Technology
Enterprise Software
532M -.--%
Technology
Other Internet Services
1.68B -3.46%
Technology
Enterprise Software
1.32B +3.12%
Healthcare
Other Healthcare Facilities & Services
2.73B +11.56%
Industrials
Online Job Portals
680M -21.12%
Healthcare
Other Advanced Medical Equipment & Technology
32.98B -14.01%
Technology
Other Software
1.52B +1.99%
Healthcare
Other Healthcare Facilities & Services
5.86M -22.44%
Healthcare
Other Advanced Medical Equipment & Technology
10.97M -80.87%
Technology
Application Software
10.99B +6.84%
Healthcare
Medical Equipment
8.64B -1.53%
Healthcare
Other Healthcare Facilities & Services
842M -6.56%
Healthcare
Medical Software & Technology Services
747M -54.36%
Consumer Non-Cyclical
Other Drug Retailers
9.67B +37.35%
Healthcare
Other Medical Equipment, Supplies & Distribution
406M -11.68%
Healthcare
Medical Software & Technology Services
1.33B -36.50%
Healthcare
Bio Diagnostics & Testing
2.1B -32.30%
Healthcare
Medical Software & Technology Services
984M -23.11%
Healthcare
Medical Software & Technology Services
336M +16.63%
Healthcare
Telemedicine Services
104M -6.07%
Healthcare
Other Medical Equipment, Supplies & Distribution
404M -3.44%
Healthcare
Biopharmaceuticals
2.03B -22.72%
Healthcare
Telemedicine Services
1.24B -22.88%
Healthcare
Other Healthcare Facilities & Services
1.96B -33.11%
Healthcare
Home Healthcare Services
159M -61.79%
Financials
Insurance Brokers
123M -56.81%
Healthcare
Other Medical Equipment, Supplies & Distribution
133 -99.50%
- - 6.04B -

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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