Why it matters
AI applied to drug discovery, diagnostics and care. Technology themes move quickly, so the best use is to separate real revenue exposure from broad market excitement.
%20--%3e%3csvg%20width='63.297821mm'%20height='39.29665mm'%20viewBox='0%200%2063.297821%2039.29665'%20version='1.1'%20id='svg8765'%20inkscape:version='1.1%20(c4e8f9ed74,%202021-05-24)'%20sodipodi:docname='OBALogoSingle2.svg'%20xmlns:inkscape='http://www.inkscape.org/namespaces/inkscape'%20xmlns:sodipodi='http://sodipodi.sourceforge.net/DTD/sodipodi-0.dtd'%20xmlns='http://www.w3.org/2000/svg'%20xmlns:svg='http://www.w3.org/2000/svg'%3e%3csodipodi:namedview%20id='namedview8767'%20pagecolor='%23ffffff'%20bordercolor='%23666666'%20borderopacity='1.0'%20inkscape:pageshadow='2'%20inkscape:pageopacity='0.0'%20inkscape:pagecheckerboard='0'%20inkscape:document-units='mm'%20showgrid='false'%20fit-margin-top='0'%20fit-margin-left='0'%20fit-margin-right='0'%20fit-margin-bottom='0'%20inkscape:zoom='1.1759259'%20inkscape:cx='179.85827'%20inkscape:cy='102.04724'%20inkscape:window-width='1920'%20inkscape:window-height='972'%20inkscape:window-x='0'%20inkscape:window-y='27'%20inkscape:window-maximized='1'%20inkscape:current-layer='layer1'%20/%3e%3cdefs%20id='defs8762'%20/%3e%3cg%20inkscape:label='Layer%201'%20inkscape:groupmode='layer'%20id='layer1'%20transform='translate(-31.351095,-50.101677)'%3e%3cpath%20style='fill:none;stroke:%233584e4;stroke-width:3.965;stroke-linecap:square;stroke-linejoin:round;stroke-miterlimit:4;stroke-dasharray:none;stroke-opacity:1'%20d='m%2077.07508,77.78787%2014.84134,8.87817%20V%2052.83397%20L%2034.08359,86.5521%20V%2053.69366%20l%2015.27351,9.31107'%20id='path8388'%20sodipodi:nodetypes='cccccc'%20/%3e%3c/g%3e%3c/svg%3e)
All Discover themes
Discover
AI in Healthcare
AI applied to drug discovery, diagnostics and care.
Artificial intelligence is reshaping healthcare — from drug discovery and diagnostics to clinical software and digital-health platforms. This collection curates companies applying AI across the healthcare stack.
What to check next
Look for clear product demand, customer concentration, margins, reinvestment needs and whether the company has pricing power in the theme.
Main risk
Fast narratives can outrun fundamentals; competition, capex cycles and valuation compression matter even when the long-term theme is real.
| Company | Market | Market Cap | Reward | Risk | Yield | |
|---|---|---|---|---|---|---|
| Intuitive Surgical IncISRG | $179.8B | — | ||||
| GE HealthCare Technologies Inc.GEHC | $38.3B | 0.2% | ||||
| Veeva Systems Inc Class AVEEV | $29.9B | — | ||||
| Natera IncNTRA | $29.5B | — | ||||
| EXACT Sciences CorporationEXAS | $19.7B | — | ||||
| Illumina IncILMN | $18.6B | — | ||||
| Guardant Health IncGH | $12.4B | — | ||||
| Tempus AI, Inc. Class A Common StockTEM | $9.5B | — | ||||
| Doximity IncDOCS | $4.5B | — | ||||
| Hims Hers Health IncHIMS | $3.6B | — | ||||
| 10X Genomics IncTXG | $2.9B | — | ||||
| Recursion Pharmaceuticals IncRXRX | $1.9B | — | ||||
| Oxford Nanopore Technologies LtdONT | £1.1B | — | ||||
| Certara IncCERT | $1.0B | — | ||||
| Schrodinger IncSDGR | $888.4M | — | ||||
| Ginkgo Bioworks HoldingsDNA | $536.8M | — | ||||
| Sophia Genetics SASOPH | $374.1M | — |
- RewardRisk
- RewardRiskYield0.2%
- RewardRisk
- RewardRisk
- RewardRisk
- RewardRisk
- RewardRisk
- RewardRisk
- RewardRisk
- RewardRisk
- RewardRisk
- RewardRisk
- RewardRisk
- RewardRisk
- RewardRisk
- RewardRisk
- RewardRisk
Related collections
Frequently asked questions
What is the AI in Healthcare collection?
AI applied to drug discovery, diagnostics and care. It currently holds 17 stocks, each rated by Openbook's Reward and Risk scores. Artificial intelligence is reshaping healthcare — from drug discovery and diagnostics to clinical software and digital-health platforms.
How are AI in Healthcare stocks selected?
AI in Healthcare is a curated basket of companies with direct exposure to this theme, screened against live market data and ranked by market capitalisation.
How often is the AI in Healthcare list updated?
It is rebuilt from live market data, so the constituents and their rankings update as prices and company fundamentals change — there is no fixed, hand-edited list.
How should I use the Reward and Risk ratings?
Openbook's Reward rating combines a stock's growth, momentum, profitability and valuation into a single 0–100 score, and the Risk rating scores financial strength, volatility and size. Use them to compare names within this theme — broadly, a higher Reward alongside a lower Risk is more attractive. They are quantitative research signals, not investment advice.
Openbook Reward and Risk ratings and factor scores are quantitative signals for research, not investment advice. Data may be delayed. Some US-listed names carry partial factor coverage.