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
3.67B +92.95%
Healthcare
Telemedicine Services
101M +33.20%
Healthcare
Medical Equipment
9.31B +37.16%
Healthcare
Medical Software & Technology Services
336M +2.81%
Healthcare
Medical Software & Technology Services
196M +48.53%
Healthcare
Other Healthcare Facilities & Services
780M +29.44%
Healthcare
Other Healthcare Facilities & Services
3.02B +1.35%
Healthcare
Other Medical Equipment, Supplies & Distribution
1.41B -3.12%
Healthcare
Medical & Diagnostic Laboratories
96.4M -.--%
Healthcare
Other Medical Equipment, Supplies & Distribution
381M +2.06%
Healthcare
Other Healthcare Facilities & Services
22.25B +6.76%
Healthcare
Other Healthcare Facilities & Services
2.69B -1.63%
Healthcare
Other Advanced Medical Equipment & Technology
20.43B +1.34%
Industrials
Data Processing Services
1.49B -11.42%
Industrials
Online Job Portals
441M +0.76%
Healthcare
Other Medical Equipment, Supplies & Distribution
24.69B -2.70%
Healthcare
Telemedicine Services
6.57B -3.06%
Healthcare
Medical Software & Technology Services
716M -12.50%
Healthcare
Telemedicine Services
1.03B -14.79%
Healthcare
Other Advanced Medical Equipment & Technology
33.09B -6.39%
Healthcare
Other Advanced Medical Equipment & Technology
34.44B -11.24%
Healthcare
Other Medical Equipment, Supplies & Distribution
283M +24.09%
Healthcare
Other Advanced Medical Equipment & Technology
14.31M -15.04%
Technology
Other Internet Services
778M -12.36%
Healthcare
Bio Diagnostics & Testing
2.69B -20.88%
Healthcare
Diagnostic & Testing Substances
11.85B -10.95%
Healthcare
Home Healthcare Services
64.06M -20.88%
Technology
Other Internet Services
6.66B -25.00%
Healthcare
Other Advanced Medical Equipment & Technology
510M -7.49%
Healthcare
Medical Software & Technology Services
1.74B -16.11%
Healthcare
Other Healthcare Facilities & Services
3.27B -13.21%
Healthcare
Medical Software & Technology Services
317M -27.12%
Healthcare
Medical Monitoring Systems
4.05B -30.48%
Consumer Non-Cyclical
Other Drug Retailers
19.87B -12.00%
Consumer Non-Cyclical
Other Drug Retailers
9.7B -6.14%
Healthcare
Other Biotechnology & Medical Research
704M -20.79%
Technology
Application Software
4.56B -45.01%
Technology
Other Internet Services
135M -41.44%
Healthcare
Other Medical Equipment, Supplies & Distribution
53M -35.06%
Technology
Other Software
557M -44.39%
Financials
Insurance Brokers
57.17M -60.11%
Technology
Other Software
108M -62.72%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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