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.
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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 | $141.3B | — | ||||
| Natera IncNTRA | $44.7B | — | ||||
| Veeva Systems Inc Class AVEEV | $39.6B | — | ||||
| GE HealthCare Technologies Inc.GEHC | $33.3B | 0.2% | ||||
| Illumina IncILMN | $28.8B | — | ||||
| Guardant Health IncGH | $21.1B | — | ||||
| EXACT Sciences CorporationEXAS | $19.7B | — | ||||
| Tempus AI, Inc. Class A Common StockTEM | $9.4B | — | ||||
| 10X Genomics IncTXG | $7.3B | — | ||||
| Hims Hers Health IncHIMS | $6.6B | — | ||||
| Doximity IncDOCS | $4.7B | — | ||||
| Recursion Pharmaceuticals IncRXRX | $1.7B | — | ||||
| Oxford Nanopore Technologies LtdONT | £1.2B | — | ||||
| Schrodinger IncSDGR | $1.3B | — | ||||
| Certara IncCERT | $1.2B | — | ||||
| Sophia Genetics SASOPH | $638.5M | — | ||||
| Ginkgo Bioworks HoldingsDNA | $457.2M | — |
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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.