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Healthcare Innovation

AI-driven transformation of drug discovery, diagnostics and medical devices.

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Active Themes

Gene therapy, mRNA platforms and next-generation biologics.

69.2% of companies showed increased active positions
Inflow ↑
Active institutional funds added a net $11.1 billion in Q2 2026, versus $5.0 billion in Q1 2026 — an inflow 122% larger. 69.2% of companies in this theme saw increased active positions in Q2 2026.
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AI-accelerated pharmaceutical research and clinical trial optimization.

60.9% of companies showed increased active positions
Inflow ↑
Active institutional exposure flipped from a net outflow of $4.3 billion in Q1 2026 to a net inflow of $9.3 billion in Q2 2026. 60.9% of companies in this theme saw increased active positions in Q2 2026.
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Diagnostic equipment, surgical robotics and wearable health technology.

55.2% of companies showed increased active positions
Inflow ↑
Active institutional exposure flipped from a net outflow of $28.0 billion in Q1 2026 to a net inflow of $1.6 billion in Q2 2026. 55.2% of companies in this theme saw increased active positions in Q2 2026.
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