100 stocks in the theme · theme 1-month +8.3% · as of 2026-10-23
Digital Health & Telemedicine is bouncing back: its median constituent jumped 3.3% over the past week after falling 1.3% over the prior three months, with 60% of its members advancing. Companies providing telehealth, remote monitoring, health IT, and digital therapeutics.
Below are the 10 largest Digital Health & Telemedicine stocks by market capitalization, led by UNH (UNITEDHEALTH GROUP INCORPORATED (Delaware)) at $333.8B. Each is shown with its 1-month, 3-month, and year-to-date performance, relative-strength rank, and recent price action — a snapshot of where the money and momentum sit in the theme today.
These are the recognizable leaders, not micro-cap lottery tickets: ranking by market cap surfaces the companies with the scale, liquidity, and institutional ownership to actually represent the theme. Use the relative-strength column to separate the names outperforming the broad market from those just along for the ride.
UnitedHealth Group is one of the largest private health insurers and provides medical benefits to about 51 million members globally, including 1 million outside the US as of December 2025. As a leader in employer-sponsored, self-directed, and government-backed insurance plans,…
UNH (UNITEDHEALTH GROUP INCORPORATED (Delaware)) carries a $333.8B valuation. Within the theme it sits in the Health IT & Data Infrastructure sub-group. A +11.5% one-month move shows buyers in control. Relative strength sits mid-pack at 78. Over longer windows it's +0.1% in three months and +24.3% year-to-date.
#2. CVS — CVS HEALTH CORPORATION · $110.6B
Healthcare Services · Healthcare Services — Integrated Health Insurance & Services · Public since 1952
CVS Health offers a diverse set of healthcare services. Its roots are in its retail pharmacy operations, where it operates around 9,000 stores primarily in the US. CVS is also a large pharmacy benefit manager (acquired through Caremark), processing about 2 billion adjusted…
CVS (CVS HEALTH CORPORATION) commands a $110.6B market cap. Within the theme it sits in the Health IT & Data Infrastructure sub-group. The stock is up +9.9% over the past month — clear momentum. An RS rank of 75 is middling — neither leader nor laggard. Over longer windows it's -12.7% in three months and +16.6% year-to-date.
#3. IQV — IQVIA Holdings Inc. · $42.5B
Life Sciences Tools & Services · Scientific Instruments — Life Sciences Focus · Public since 2013
Iqvia is a global leader in clinical research and technology solutions for the life science industry. Formed in 2016 from the merger of Quintiles and IMS Health, it combined clinical trial services with extensive healthcare data and analytics. Its research and development…
IQV (IQVIA Holdings Inc.) is a $42.5B name. Within the theme it sits in the Health IT & Data Infrastructure sub-group. It's roughly flat over the past month (+1.6%). An RS rank of 87 puts it among the market's leaders. Over longer windows it's +31.0% in three months and +24.0% year-to-date.
#4. DXCM — DexCom, Inc. · $32.2B
Medical Devices · Therapeutic Devices — Chronic Disease Management · Public since 2005
DexCom designs and commercializes continuous glucose monitoring systems for diabetic patients. CGM systems serve as an alternative to the traditional blood glucose meter process, and the company is evolving its CGM systems to provide integration with insulin pumps from Insulet…
DXCM (DexCom, Inc.) is a $32.2B name. Within the theme it sits in the Remote Patient Monitoring sub-group. It's down -10.9% over the past month, lagging the theme's leaders. An RS rank of 71 is middling — neither leader nor laggard. Over longer windows it's +6.2% in three months and +17.1% year-to-date.
#5. RMD — ResMed Inc. · $30.8B
Medical Devices · Respiratory Care — Oxygen Therapy Equipment · Public since 1995
ResMed is one of the largest respiratory care device companies globally, primarily developing and supplying flow generators, masks, and accessories for the treatment of sleep apnea. Increasing diagnosis of sleep apnea, combined with aging populations and increasing prevalence of…
RMD (ResMed Inc.) carries a $30.8B valuation. Within the theme it sits in the Remote Patient Monitoring sub-group. A +14.0% one-month move shows buyers in control. Relative strength sits mid-pack at 48. Over longer windows it's +24.5% in three months and +3.3% year-to-date.
#6. GEHC — GE HealthCare Technologies Inc. Common Stock · $29.0B
Medical Devices · Medical Imaging — Ultrasound Innovation · Public since 2022
GE HealthCare Technologies is a leading medical technology firm with leading market share in imaging and ultrasound equipment. The company reports four major segments: imaging (45% of revenue), advanced visualization solutions (26%), patient care solutions (15%), and…
GEHC (GE HealthCare Technologies Inc. Common Stock) carries a $29.0B valuation. Within the theme it sits in the Health IT & Data Infrastructure sub-group. A +7.6% one-month move shows buyers in control. Relative strength sits mid-pack at 48. Over longer windows it's +16.9% in three months and -13.7% year-to-date.
#7. PHG — KONINKLIJKE PHILIPS N.V. · $23.4B
Medical Devices · Medical Devices — Orthopedic Implants & Surgical Equipment · Public since 1976
Koninklijke Philips is a diversified global healthcare company operating in three segments: diagnosis and treatment, connected care, and personal health. Nearly 50% of the company's revenue comes from the diagnosis and treatment segment, which features imaging systems,…
PHG (KONINKLIJKE PHILIPS N.V.) carries a $23.4B valuation. Within the theme it sits in the Health IT & Data Infrastructure sub-group. A +9.5% one-month move shows buyers in control. Relative strength sits mid-pack at 54. Over longer windows it's +7.5% in three months and +3.0% year-to-date.
#8. SOLV — Solventum Corporation · $15.0B
Medical Devices · Medical Devices — Orthopedic Implants & Surgical Equipment · Public since 2024
In spring 2024, 3M spun out its legacy healthcare segment as a stand-alone firm, Solventum. At that time, the firm comprised four segments. The smallest one—purification and filtration—has since been sold. Now, medsurg is the largest business, contributing roughly 64% of…
SOLV (Solventum Corporation) commands a $15.0B market cap. Within the theme it sits in the Health IT & Data Infrastructure sub-group. It's roughly flat over the past month (-3.6%). With RS at 81, it's outperforming the broad tape. Over longer windows it's +6.1% in three months and +8.1% year-to-date.
#9. LDOS — Leidos Holdings, Inc. · $14.8B
IT Services · IT Services — Digital Transformation Consulting · Public since 2006
Leidos Holdings Inc is a technology, engineering, and science company that provides services and solutions in the defense, intelligence, civil, and health management, both domestically and internationally. The customers of the company includes the U.S. Department of Defense…
LDOS (Leidos Holdings, Inc.) is a $14.8B name. Within the theme it sits in the Health IT & Data Infrastructure sub-group. The stock is up +10.3% over the past month — clear momentum. An RS rank of 34 flags relative underperformance. Over longer windows it's +18.4% in three months and -25.8% year-to-date.
#10. TEM — Tempus AI, Inc. Class A Common Stock · $13.9B
Healthcare Technology · Medical Imaging Software — Real-World Data Platforms · Public since 2024
Tempus AI Inc is a technology company. It has built the Tempus Platform, which comprises both a technology platform to free healthcare data from silos and an operating system to make the resulting data useful. Its Intelligent Diagnostics use AI, including generative AI, to make…
TEM (Tempus AI, Inc. Class A Common Stock) commands a $13.9B market cap. Within the theme it sits in the Health IT & Data Infrastructure sub-group. It's down -17.8% over the past month, lagging the theme's leaders. An RS rank of 36 flags relative underperformance. Over longer windows it's +57.6% in three months and +8.4% year-to-date.