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
Telemedicine Services
133M +62.32%
Healthcare
Medical Software & Technology Services
231M +40.18%
Healthcare
Medical Software & Technology Services
470M +4.50%
Healthcare
Telemedicine Services
1.31B +3.57%
Healthcare
Other Healthcare Facilities & Services
1.12B +83.82%
Healthcare
Medical Equipment
9.34B +37.10%
Healthcare
Medical Software & Technology Services
376M +17.04%
Healthcare
Telemedicine Services
6.53B -12.94%
Technology
Other Internet Services
989M +7.75%
Healthcare
Other Advanced Medical Equipment & Technology
21.47B +8.17%
Healthcare
Medical Software & Technology Services
1.99B -3.27%
Healthcare
Biopharmaceuticals
3.54B +79.22%
Healthcare
Other Healthcare Facilities & Services
2.99B +9.38%
Healthcare
Other Advanced Medical Equipment & Technology
14.31M -15.69%
Healthcare
Bio Diagnostics & Testing
3.23B -3.99%
Healthcare
Other Healthcare Facilities & Services
2.91B -2.74%
Healthcare
Medical & Diagnostic Laboratories
96.4M -.--%
Healthcare
Other Medical Equipment, Supplies & Distribution
384M +3.70%
Industrials
Data Processing Services
1.41B -15.56%
Industrials
Online Job Portals
442M -2.42%
Healthcare
Medical Software & Technology Services
758M -7.08%
Healthcare
Diagnostic & Testing Substances
12.69B -6.31%
Technology
Application Software
4.8B -41.33%
Healthcare
Other Healthcare Facilities & Services
20.84B +1.29%
Healthcare
Other Advanced Medical Equipment & Technology
32.67B -15.03%
Healthcare
Other Medical Equipment, Supplies & Distribution
23.39B -8.68%
Financials
Insurance Brokers
59.99M -58.91%
Technology
Other Software
618M -39.89%
Healthcare
Medical Monitoring Systems
3.97B -32.00%
Healthcare
Other Medical Equipment, Supplies & Distribution
1.06B -29.57%
Healthcare
Other Healthcare Facilities & Services
3.02B -20.95%
Healthcare
Other Medical Equipment, Supplies & Distribution
57.02M -31.37%
Technology
Other Internet Services
5.79B -35.71%
Healthcare
Other Advanced Medical Equipment & Technology
438M -24.60%
Consumer Non-Cyclical
Other Drug Retailers
18.68B -17.95%
Healthcare
Other Advanced Medical Equipment & Technology
29.99B -14.16%
Consumer Non-Cyclical
Other Drug Retailers
9.5B -8.91%
Healthcare
Other Biotechnology & Medical Research
626M -24.87%
Healthcare
Home Healthcare Services
56.32M -35.03%
Healthcare
Other Medical Equipment, Supplies & Distribution
251M -8.88%
Technology
Other Internet Services
121M -47.47%
Technology
Other Software
100M -66.80%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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