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MedTech Long '25: Consumer Platforms
5 tickers · $16.40B total market cap
Group: MedTech Long
This basket is positioned to benefit from Trump 2.0's focus on expanding Health Savings Accounts (HSAs), reducing intermediaries like PBMs, and empowering consumer healthcare decision-making. RFK's support for price transparency, primary care access, and cost-conscious solutions favors platforms that deliver savings, personalized navigation, or vertically integrated care across insurance, fertility, pharmacy, and digital health markets.
MedTech Long '25: Consumer Platforms tracks 5 publicly listed stocks in this theme: DH, GDRX, HQY, OSCR, PGNY. See the constituent table for details.
Thesis update: 2025-04-14
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
HealthEquity, Inc.HQY | 03/17/2026 (AMC) | 05/28/2026 (AMC) | 2.18% | — | 6.38% | — | $7.15B | 20.0000 |
Oscar Health, Inc.OSCR | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 6.44% | 16.33% | 44.71% | 17.49% | $6.36B | 20.0000 |
Progyny, Inc.PGNY | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -20.49% | 26.84% | 8.31% | 3.71% | $1.93B | 20.0000 |
GoodRx Holdings, Inc.GDRX | 05/06/2026 (BMO) | 05/06/2026 (BMO) | -16.03% | 10.94% | 28.64% | -11.27% | $873.5M | 20.0000 |
Definitive Healthcare Corp.DH | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -8.57% | 0.85% | -27.97% | -8.59% | $91.0M | 20.0000 |
| Average | -7.30% | 13.74% | 12.02% | 0.33% | $3.28B | 20.0000 | ||
| Median | -8.57% | 13.63% | 8.31% | -2.44% | $1.93B | 20.0000 | ||
| Std Dev | 10.30% | 9.39% | 24.45% | 11.40% | $2.91B | 0.0% | ||
| Min | -20.49% | 0.85% | -27.97% | -11.27% | $91.0M | 20.0000 | ||
| Max | 6.44% | 26.84% | 44.71% | 17.49% | $7.15B | 20.0000 | ||
| % Positive Tickers | 40.00% | 100.00% | 80.00% | 50.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.