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
3.02B +55.23%
Healthcare
Other Medical Equipment, Supplies & Distribution
1.3B -12.78%
Healthcare
Other Medical Equipment, Supplies & Distribution
27.29B +5.42%
Healthcare
Other Medical Equipment, Supplies & Distribution
304M +34.60%
Industrials
Online Job Portals
468M +1.15%
Healthcare
Other Healthcare Facilities & Services
22.98B +10.49%
Healthcare
Other Biotechnology & Medical Research
715M +1.19%
Healthcare
Other Healthcare Facilities & Services
780M +28.81%
Healthcare
Other Healthcare Facilities & Services
2.66B -2.98%
Healthcare
Other Advanced Medical Equipment & Technology
39.57B +12.77%
Healthcare
Telemedicine Services
72.69M -9.57%
Consumer Non-Cyclical
Other Drug Retailers
12.62B +20.79%
Healthcare
Diagnostic & Testing Substances
13.12B -0.28%
Healthcare
Medical & Diagnostic Laboratories
96.4M -.--%
Healthcare
Medical Software & Technology Services
294M -8.25%
Healthcare
Medical Software & Technology Services
1.66B -18.17%
Healthcare
Other Healthcare Facilities & Services
3.83B -1.78%
Healthcare
Other Advanced Medical Equipment & Technology
549M -2.67%
Healthcare
Other Medical Equipment, Supplies & Distribution
386M +5.35%
Healthcare
Other Advanced Medical Equipment & Technology
18.29B -8.72%
Consumer Non-Cyclical
Other Drug Retailers
24.29B +6.58%
Healthcare
Medical Equipment
7.47B +6.99%
Healthcare
Medical Software & Technology Services
806M -1.25%
Healthcare
Other Healthcare Facilities & Services
2.7B -7.25%
Healthcare
Other Advanced Medical Equipment & Technology
36.65B -4.77%
Healthcare
Bio Diagnostics & Testing
2.86B -14.04%
Technology
Other Internet Services
7.5B -17.72%
Healthcare
Medical Monitoring Systems
4.72B -17.45%
Healthcare
Other Medical Equipment, Supplies & Distribution
67.25M -12.57%
Technology
Other Internet Services
828M -9.96%
Technology
Other Software
206M -30.66%
Healthcare
Home Healthcare Services
76.07M -11.40%
Industrials
Data Processing Services
1.43B -13.80%
Healthcare
Other Advanced Medical Equipment & Technology
11.7M -24.84%
Healthcare
Telemedicine Services
889M -28.43%
Healthcare
Medical Software & Technology Services
151M -7.92%
Financials
Insurance Brokers
68.3M -51.74%
Technology
Other Internet Services
203M -11.17%
Healthcare
Telemedicine Services
5.24B -29.10%
Technology
Other Software
736M -27.90%
Healthcare
Medical Software & Technology Services
318M -28.75%
Technology
Application Software
5.12B -37.38%

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Heatmap

Calendar of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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