Investment Themes

Digital Health and Telemedicine

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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
2.92B +50.25%
Healthcare
Other Medical Equipment, Supplies & Distribution
310M +37.32%
Healthcare
Other Medical Equipment, Supplies & Distribution
25.38B -1.94%
Healthcare
Other Healthcare Facilities & Services
2.69B -1.70%
Healthcare
Other Advanced Medical Equipment & Technology
556M -1.60%
Healthcare
Telemedicine Services
70.89M -11.81%
Healthcare
Diagnostic & Testing Substances
13.24B +0.61%
Healthcare
Other Biotechnology & Medical Research
745M +5.40%
Healthcare
Other Healthcare Facilities & Services
23.06B +10.85%
Consumer Non-Cyclical
Other Drug Retailers
12.78B +21.78%
Healthcare
Other Medical Equipment, Supplies & Distribution
1.27B -14.97%
Healthcare
Medical & Diagnostic Laboratories
96.4M -.--%
Healthcare
Other Medical Equipment, Supplies & Distribution
381M +3.29%
Healthcare
Medical Software & Technology Services
1.62B -20.13%
Healthcare
Other Healthcare Facilities & Services
625M +3.17%
Healthcare
Other Advanced Medical Equipment & Technology
35.8B +2.02%
Healthcare
Other Medical Equipment, Supplies & Distribution
76.03M -1.14%
Industrials
Online Job Portals
476M -8.70%
Healthcare
Other Advanced Medical Equipment & Technology
17.49B -12.75%
Healthcare
Medical Software & Technology Services
274M -14.59%
Consumer Non-Cyclical
Other Drug Retailers
24.63B +7.57%
Healthcare
Medical Software & Technology Services
765M -6.25%
Healthcare
Other Healthcare Facilities & Services
3.83B -2.63%
Healthcare
Other Healthcare Facilities & Services
2.64B -9.32%
Healthcare
Medical Equipment
7.14B +2.23%
Industrials
Data Processing Services
1.58B -8.03%
Healthcare
Bio Diagnostics & Testing
2.78B -16.51%
Healthcare
Medical Monitoring Systems
4.78B -16.36%
Healthcare
Other Advanced Medical Equipment & Technology
35.32B -8.22%
Technology
Other Internet Services
740M -19.56%
Healthcare
Other Advanced Medical Equipment & Technology
11.09M -28.76%
Healthcare
Home Healthcare Services
69.45M -19.12%
Technology
Other Internet Services
7.61B -23.16%
Healthcare
Telemedicine Services
793M -36.14%
Healthcare
Medical Software & Technology Services
295M -34.00%
Technology
Other Software
159M -46.34%
Healthcare
Medical Software & Technology Services
135M -17.89%
Technology
Other Software
715M -29.91%
Technology
Other Internet Services
153M -33.03%
Technology
Application Software
4.56B -44.20%
Healthcare
Telemedicine Services
3.6B -51.34%
Financials
Insurance Brokers
50.45M -64.35%

News of the components

░░░░ ░ ░░░░░░░ ░░░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░░░░ ░░ ░░░░░░░░░░ ░ ░░░░░░ ░░ ░░░ ░░░░ ░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░ ░░░░░░ ░░░ ░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░░░░░░ ░░░ ░░░░░░░ ░░░ ░░ ░░░░░░░░░░
░░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░░░ ░░░ ░░░░░░░ ░░░ ░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░ ░░ ░░░░░░░░ ░░░ ░░░░░ ░░░ ░░░░░░ ░░░ ░░░░░░░ ░░░ ░░ ░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░ ░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░ ░░░░ ░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░░░░ ░░ ░░░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░░░ ░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░ ░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░ ░░ ░░░░░░░░░░░ ░░ ░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░ ░░░ ░░░░░░░░ ░░░ ░░░░░ ░░░ ░░░░ ░░░░░░░ ░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░ ░░░░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░ ░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░░░░ ░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░ ░░░░ ░░░░░░░░░░░ ░░░░░ ░░ ░░░░░░░ ░░ ░░░░ ░░░░░░ ░░░ ░░░░░░░░

Heatmap

Calendar of the components

░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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