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Trend

Digital Health

Digital health companies are rebuilding how medicine is delivered — moving consultations online, automating clinical workflows, connecting devices to the cloud, and using AI to spot disease earlier than any doctor could. After the pandemic accelerated adoption by a decade, the question is no longer whether digital health works, but which companies will own the infrastructure.

18
companies
4
pure play
7
major beneficiary
7
indirect exposure
Pure Play
Core business is this trend
HIMSHIMS
HIMS
Hims & Hers
Pure Play

Direct-to-consumer telehealth platform covering mental health, sexual health, weight loss, and dermatology. Disrupting traditional primary care for conditions where patients prefer privacy and convenience over in-person visits.

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TDOCTDOC
TDOC
Teladoc Health
Pure Play

The world's largest telehealth platform — serves over 90 million members across employer health plans and insurers. Struggled post-pandemic with profitability but remains the dominant infrastructure for virtual care delivery.

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VEEVVEEV
VEEV
Veeva Systems
Pure Play

The dominant cloud software platform for the life sciences industry. Runs clinical trials, regulatory submissions, and commercial operations for virtually every major pharma company. Healthcare's Salesforce.

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GEHCGEHC
GEHC
GE HealthCare
Pure Play

Scores 9/10 for AI in Healthcare. Also relevant to Digital Health.

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