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
Other Biotechnology & Medical Research
1.63B +93.34%
Healthcare
Medical Software & Technology Services
638M +45.25%
Healthcare
Diagnostic & Testing Substances
20.55B +52.60%
Healthcare
Bio Diagnostics & Testing
4.73B +40.45%
Healthcare
Telemedicine Services
183M +169.45%
Healthcare
Other Healthcare Facilities & Services
4.38B +64.49%
Healthcare
Other Healthcare Facilities & Services
1.33B +122.08%
Healthcare
Telemedicine Services
1.71B +34.71%
Healthcare
Biopharmaceuticals
5.68B +195.87%
Healthcare
Other Advanced Medical Equipment & Technology
28.78B +42.31%
Technology
Other Internet Services
1.06B +15.87%
Healthcare
Other Medical Equipment, Supplies & Distribution
30.09B +15.49%
Healthcare
Medical Software & Technology Services
2.14B +1.26%
Healthcare
Telemedicine Services
7.8B +1.14%
Technology
Other Internet Services
7.91B -9.22%
Technology
Other Software
673M -36.70%
Healthcare
Medical Software & Technology Services
388M +18.89%
Healthcare
Other Healthcare Facilities & Services
3.43B +13.45%
Healthcare
Other Advanced Medical Equipment & Technology
38.44B -3.39%
Healthcare
Medical Software & Technology Services
218M +21.70%
Healthcare
Medical Software & Technology Services
534M -1.04%
Healthcare
Home Healthcare Services
63.03M -25.81%
Healthcare
Medical & Diagnostic Laboratories
23.12B +12.95%
Healthcare
Other Medical Equipment, Supplies & Distribution
384M +6.17%
Healthcare
Medical Equipment
9.42B +38.36%
Technology
Other Internet Services
125M -45.43%
Healthcare
Medical & Diagnostic Laboratories
96.4M -.--%
Healthcare
Other Medical Equipment, Supplies & Distribution
49.5M -40.12%
Healthcare
Medical Monitoring Systems
3.79B -37.51%
Healthcare
Other Advanced Medical Equipment & Technology
13.43M -24.84%
Technology
Application Software
4.06B -51.40%
Healthcare
Other Advanced Medical Equipment & Technology
463M -22.99%
Healthcare
Other Advanced Medical Equipment & Technology
29.25B -17.39%
Industrials
Online Job Portals
391M -12.18%
Industrials
Data Processing Services
1.3B -20.83%
Financials
Insurance Brokers
47.29M -67.61%
Healthcare
Other Medical Equipment, Supplies & Distribution
1.12B -22.29%
Technology
Other Software
86.66M -73.55%
Healthcare
Other Medical Equipment, Supplies & Distribution
268M -7.43%
Consumer Non-Cyclical
Other Drug Retailers
15.95B -32.94%
Consumer Non-Cyclical
Other Drug Retailers
7.16B -33.47%
Healthcare
Other Healthcare Facilities & Services
2.11B -46.73%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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