Digital health
Health care delivered or run through software: telehealth, health-care software and data, and remote patient monitoring.
More of health care is delivered and run through software. This theme covers telehealth, health-care software and data, and remote patient monitoring.
Companies
56
Core
42
With a moat
50%
Average quality
36
2 wide moat · 26 narrow moat · 28 no moat · Open in screener →
Core The theme describes the company's main business. Partial A meaningful part of the business, but not the main one.
Companies
| Company | Exposure | Industry | Moat | Quality | Market cap |
|---|---|---|---|---|---|
| VEEV VEEVA SYSTEMS INC | Core | Health Care Technology | Wide | 78 | $51.3B |
| HNGE Hinge Health, Inc. | Core | Health Care Technology | Narrow | 44 | $8.4B |
| HQY HEALTHEQUITY, INC. | Core | Health Care Technology | Narrow | 65 | $7.7B |
| HIMS Hims & Hers Health, Inc. | Core | Health Care Technology | Narrow | 47 | $6.6B |
| WAY Waystar Holding Corp. | Core | Health Care Technology | Narrow | 53 | $5.4B |
| LFST LifeStance Health Group, Inc. | Core | Healthcare Providers & Services | None | 30 | $4.5B |
| HTFL Heartflow, Inc. | Core | Medical Devices & Supplies | Narrow | 34 | $4.4B |
| IRTC iRhythm Holdings, Inc. | Core | Medical Devices & Supplies | Narrow | 36 | $3.6B |
| SDGR Schrodinger, Inc. | Core | Pharmaceuticals | Narrow | 37 | $1.7B |
| CERT Certara, Inc. | Core | Health Care Technology | Narrow | 52 | $1.4B |
| GDRX GoodRx Holdings, Inc. | Core | Health Care Technology | Narrow | 43 | $1.1B |
| OMDA Omada Health, Inc. | Core | Healthcare Providers & Services | None | 30 | $1.1B |
| TDOC Teladoc Health, Inc. | Core | Health Care Technology | None | 27 | $1.0B |
| HSTM HEALTHSTREAM INC | Core | Health Care Technology | Narrow | 47 | $974M |
| TALK Talkspace, Inc. | Core | Healthcare Providers & Services | None | 33 | $871M |
| PHR Phreesia, Inc. | Core | Health Care Technology | Narrow | 29 | $701M |
| WEAV Weave Communications, Inc. | Core | Payments & Fintech | Narrow | 35 | $592M |
| SOPH SOPHiA GENETICS SA | Core | Health Care Technology | None | 15 | $526M |
| NRC NRC HEALTH | Core | Life Sciences Tools & Diagnostics | Narrow | 48 | $453M |
| SLP Simulations Plus, Inc. | Core | Health Care Technology | Narrow | 49 | $374M |
| CTEV Claritev Corp | Core | Health Care Technology | None | 9 | $373M |
| AMWL American Well Corp | Core | Health Care Technology | None | 13 | $211M |
| OPRX OptimizeRx Corp | Core | Health Care Technology | Narrow | 48 | $164M |
| HCAT Health Catalyst, Inc. | Core | Health Care Technology | None | 20 | $129M |
| DH Definitive Healthcare Corp. | Core | Health Care Technology | None | 31 | $117M |
| LFMD LifeMD, Inc. | Core | Health Care Technology | None | 33 | $109M |
| VSEE VSEE HEALTH, INC. | Core | Health Care Technology | None | 14 | $107M |
| NNOX Nano-X Imaging Ltd. | Core | Medical Devices & Supplies | None | 20 | $100M |
| MRAI Marpai, Inc. | Core | Property & Casualty Insurance | None | 10 | $84M |
| CCLD CareCloud, Inc. | Core | Health Care Technology | None | 39 | $77M |
| DRIO DarioHealth Corp. | Core | Medical Devices & Supplies | None | 20 | $49M |
| ONMD OneMedNet Corp | Core | Life Sciences Tools & Diagnostics | None | 3 | $40M |
| ALRTF ALR Technologies SG Ltd. | Core | Medical Devices & Supplies | None | 52 | $20M |
| CRVW CareView Communications Inc | Core | Medical Devices & Supplies | None | 19 | $18M |
| AIFF FIREFLY NEUROSCIENCE, INC. | Core | Health Care Technology | None | 19 | $16M |
| MGRX MANGOCEUTICALS, INC. | Core | Specialty Retail | None | 27 | $6M |
| ACON Aclarion, Inc. | Core | Life Sciences Tools & Diagnostics | None | 11 | $5M |
| HCTI Healthcare Triangle, Inc. | Core | Health Care Technology | None | 12 | $5M |
| USAQ QHSLab, Inc. | Core | Medical Devices & Supplies | None | 33 | $5M |
| MNDR Mobile-health Network Solutions | Core | Health Care Technology | None | 10 | $3M |
| WORX SCWorx Corp. | Core | Health Care Technology | None | 22 | $3M |
| BTCY BIOTRICITY INC. | Core | Medical Devices & Supplies | None | 36 | $1M |
| UNH UNITEDHEALTH GROUP INC | Partial | Managed Care | Wide | 59 | $365.2B |
| IQV IQVIA HOLDINGS INC. | Partial | Life Sciences Tools & Diagnostics | Narrow | 53 | $43.8B |
| RMD RESMED INC | Partial | Medical Devices & Supplies | Narrow | 84 | $34.6B |
| SOLV Solventum Corp | Partial | Medical Devices & Supplies | Narrow | 49 | $14.5B |
| TEM Tempus AI, Inc. | Partial | Life Sciences Tools & Diagnostics | Narrow | 18 | $11.6B |
| HSIC HENRY SCHEIN INC | Partial | Healthcare Providers & Services | Narrow | 42 | $9.4B |
| WEX WEX Inc. | Partial | Payments & Fintech | Narrow | 55 | $6.2B |
| DOCS Doximity, Inc. | Partial | Health Care Technology | Narrow | 77 | $5.6B |
| CRVL CORVEL CORP | Partial | Health Care Technology | Narrow | 70 | $4.0B |
| CLVT CLARIVATE PLC | Partial | Professional & Business Services | Narrow | 40 | $1.7B |
| OMCL OMNICELL, INC. | Partial | Medical Devices & Supplies | Narrow | 47 | $1.6B |
| SPOK Spok Holdings, Inc | Partial | Telecom & Cable | Narrow | 53 | $218M |
| EUDA EUDA Health Holdings Ltd | Partial | Health Care Technology | None | 14 | $30M |
| POM POMDOCTOR Ltd | Partial | Healthcare Providers & Services | None | 7 | — |
56 companies.
Price versus fair value for every company is in the screener.