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 Advanced Medical Equipment & Technology
700M +26.78%
Healthcare
Other Biotechnology & Medical Research
872M +69.90%
Healthcare
Diagnostic & Testing Substances
13.42B +240.98%
Healthcare
Other Medical Equipment, Supplies & Distribution
1.41B -42.42%
Healthcare
Bio Diagnostics & Testing
3.51B +12.02%
Healthcare
Medical Software & Technology Services
1.95B -2.18%
Healthcare
Other Medical Equipment, Supplies & Distribution
82.23M -22.72%
Healthcare
Other Advanced Medical Equipment & Technology
19.44B -4.77%
Healthcare
Biopharmaceuticals
1.97B -30.66%
Healthcare
Other Healthcare Facilities & Services
2.49B -13.03%
Healthcare
Medical Software & Technology Services
331M +15.47%
Healthcare
Other Advanced Medical Equipment & Technology
40.32B +6.03%
Industrials
Online Job Portals
502M -34.13%
Healthcare
Medical Software & Technology Services
841M -49.23%
Healthcare
Other Healthcare Facilities & Services
2.91B +20.87%
Healthcare
Telemedicine Services
1.34B -16.83%
Healthcare
Other Medical Equipment, Supplies & Distribution
374M -15.81%
Healthcare
Medical Equipment
7.57B -14.79%
Financials
Insurance Brokers
113M -60.96%
Healthcare
Other Healthcare Facilities & Services
21.55B +13.35%
Technology
Other Internet Services
9.61B +56.73%
Healthcare
Medical Monitoring Systems
5.58B +92.23%
Healthcare
Other Advanced Medical Equipment & Technology
36.44B +9.34%
Consumer Non-Cyclical
Other Drug Retailers
24.77B +111.03%
Industrials
Data Processing Services
1.67B +0.10%
Healthcare
Medical & Diagnostic Laboratories
96.4M +7.69%
Healthcare
Other Medical Equipment, Supplies & Distribution
25.59B -15.62%
Healthcare
Telemedicine Services
8.91B +61.79%
Healthcare
Other Healthcare Facilities & Services
631M -31.35%
Technology
Other Internet Services
261M +188.27%
Healthcare
Other Medical Equipment, Supplies & Distribution
273M -36.19%
Technology
Other Software
1.21B -20.03%
Consumer Non-Cyclical
Other Drug Retailers
11.2B +61.14%
Technology
Other Internet Services
923M -41.51%
Technology
Application Software
8.6B -14.44%
Healthcare
Home Healthcare Services
98.79M -76.18%
Healthcare
Other Healthcare Facilities & Services
4.03B +124.19%
Healthcare
Medical Software & Technology Services
175M -26.46%
Technology
Other Software
253M -40.39%
Healthcare
Telemedicine Services
64.83M -45.38%
Healthcare
Medical Software & Technology Services
439M -65.07%
Healthcare
Other Advanced Medical Equipment & Technology
16.69M -90.52%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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