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MedTech Long '25: Wearable Health
5 tickers · $30.03B total market cap
Group: MedTech Long
This basket includes companies delivering clinically validated wearable or sensor-based platforms for chronic disease monitoring, mobility restoration, and cardiac/diabetes management. Spring 2025 policy tailwinds under Trump 2.0 and RFK Jr. prioritize continuous monitoring, preventative care, and AI-enabled diagnostics, driving reimbursement momentum, greater access through Medicare Advantage, and broad integration into population health strategies.
MedTech Long '25: Wearable Health tracks 5 publicly listed stocks in this theme: DXCM, EMBC, IRTC, MYO, RXST. 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 |
|---|---|---|---|---|---|---|---|---|
DexCom, Inc.DXCM | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 7.59% | 6.58% | -14.95% | 9.13% | $25.83B | 20.0000 |
iRhythm Technologies, Inc.IRTC | 04/30/2026 (AMC) | 04/30/2026 (AMC) | -4.98% | 0.04% | -14.44% | -5.76% | $3.74B | 20.0000 |
RxSight, Inc.RXST | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -15.10% | -20.11% | -9.36% | 2.59% | $246.3M | 20.0000 |
Embecta Corp.EMBC | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -4.27% | -61.51% | -14.86% | -18.54% | $172.1M | 20.0000 |
Myomo, Inc.MYO | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -11.84% | -2.93% | 21.96% | 6.06% | $33.8M | 20.0000 |
| Average | -5.72% | -15.59% | -6.33% | -1.30% | $6.01B | 20.0000 | ||
| Median | -4.98% | -2.93% | -14.44% | 2.59% | $246.3M | 20.0000 | ||
| Std Dev | 7.81% | 24.60% | 14.30% | 9.95% | $10.01B | 0.0% | ||
| Min | -15.10% | -61.51% | -14.95% | -18.54% | $33.8M | 20.0000 | ||
| Max | 7.59% | 6.58% | 21.96% | 9.13% | $25.83B | 20.0000 | ||
| % Positive Tickers | 20.00% | 40.00% | 20.00% | 60.00% |
* 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%.