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
Medical & Diagnostic Laboratories
127M +42.15%
Healthcare
Medical Software & Technology Services
544M +141.82%
Healthcare
Other Biotechnology & Medical Research
606M +18.69%
Healthcare
Telemedicine Services
10.96B +102.48%
Technology
Other Internet Services
253M +181.69%
Technology
Other Software
448M +1.46%
Industrials
Data Processing Services
1.67B +1.38%
Consumer Non-Cyclical
Other Drug Retailers
17.73B +55.34%
Healthcare
Other Healthcare Facilities & Services
2.66B +53.55%
Healthcare
Other Advanced Medical Equipment & Technology
15.71B -25.71%
Healthcare
Medical Monitoring Systems
4.3B +49.31%
Healthcare
Other Medical Equipment, Supplies & Distribution
32.84B +7.70%
Healthcare
Telemedicine Services
133M +17.10%
Healthcare
Diagnostic & Testing Substances
6.3B +66.35%
Healthcare
Other Advanced Medical Equipment & Technology
37.56B +12.20%
Healthcare
Other Advanced Medical Equipment & Technology
450M -18.03%
Healthcare
Medical Software & Technology Services
1.36B +4.71%
Healthcare
Other Medical Equipment, Supplies & Distribution
31.15M -10.89%
Healthcare
Other Advanced Medical Equipment & Technology
34.37B -9.92%
Technology
Application Software
11.55B +15.13%
Technology
Other Software
1.69B +12.92%
Healthcare
Telemedicine Services
1.49B -6.38%
Technology
Other Internet Services
8.9B +36.47%
Technology
Other Internet Services
1.86B +4.09%
Healthcare
Other Healthcare Facilities & Services
21.55B +12.27%
Healthcare
Other Advanced Medical Equipment & Technology
11.17M -80.81%
Healthcare
Other Healthcare Facilities & Services
846M -7.65%
Healthcare
Medical Equipment
8.8B -1.78%
Industrials
Online Job Portals
665M -16.56%
Healthcare
Medical Software & Technology Services
715M -56.82%
Healthcare
Biopharmaceuticals
2.22B -20.42%
Technology
Enterprise Software
1.37B +4.14%
Consumer Non-Cyclical
Other Drug Retailers
8.7B +28.01%
Healthcare
Other Medical Equipment, Supplies & Distribution
1.11B -53.86%
Technology
Enterprise Software
532M -.--%
Healthcare
Other Healthcare Facilities & Services
2.62B +10.08%
Healthcare
Medical Software & Technology Services
1.39B -33.38%
Healthcare
Medical Software & Technology Services
334M +16.58%
Healthcare
Other Medical Equipment, Supplies & Distribution
407M -14.43%
Healthcare
Other Medical Equipment, Supplies & Distribution
401M -5.39%
Healthcare
Bio Diagnostics & Testing
2.08B -32.88%
Healthcare
Other Healthcare Facilities & Services
1.84B -35.82%
Financials
Insurance Brokers
128M -55.21%
Healthcare
Home Healthcare Services
154M -63.44%
Healthcare
Other Healthcare Facilities & Services
3.1M -75.56%
Healthcare
Other Medical Equipment, Supplies & Distribution
133 -99.50%
- - 6.04B -

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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