Labor buyers
Health systems and payers
These names may benefit when automation reduces administrative labor needs.
Examples include HCA, UHS, UNH, ELV, CI, HUM, CNC, and MOH.
View HCA
Labor sellers
BPOs, staffing, and services
These names may face demand, pricing, or utilization pressure when buyers automate work.
Examples in the current universe include CNXC, TTEC, CTSH, EXLS, ACN, and IQV.
View CNXC
Enablers and mixed cases
Software, devices, tools, and distributors
Some names sell automation tools. Others face both seat pressure and adoption upside.
Examples include GEHC, ISRG, BSX, SYK, TMO, DHR, MCK, CAH, and COR.