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The product · 2026Q2

Where we would look closer

Not a ranking of 1,500. These are the Health Care Equipment names we would actually size — or keep as the category bar. Click through for the why.

TNDM11
Tandem Diabetes

Yes — algorithm is the offer

R3 · W4 · P4 · $1.6B
DXCM11
Dexcom

Yes — next layer showed up on the call

R3 · W4 · P4 · $34.9B
SYK11
Stryker

Yes — Mako is the needle

R3 · W4 · P4 · $126.4B
RMD9
ResMed

Yes vs INSP — connected CAPA incumbent

R3 · W3 · P3 · $33.4B
GMED9
Globus Medical

Yes — mid-cap, buys enabling tech

R3 · W3 · P3 · $11.7B

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