Medical Devices
Diagnostic equipment, surgical robotics and wearable health technology.
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.
Ecosystem Map
Diagnostic instruments, imaging systems and AI-enabled clinical detection platforms. Excludes drug diagnostics and pure laboratory consumables.
Robotic-assisted surgical systems for precision medical procedures.
Connected devices for continuous patient monitoring, digital biomarkers and remote clinical management. Excludes consumer electronics without health-specific product leadership.
Bottleneck Tracker
Bottleneck details are part of the Pro plan.
Recent Discoveries
Recent discoveries are part of the Pro plan.