22 Investment Themes We're Watching

As trust in traditional healthcare declines, people are taking control of their own health. Direct-to-consumer diagnostics, AI symptom checkers, and at-home lab testing are making care more accessible and personalized.

AI is transforming diagnostics, treatment, and health tracking. From early disease detection to hyper-personalized wellness plans, AI-powered tools are making healthcare more predictive, efficient, and accessible.

With chronic disease rates still rising, people are shifting focus to prevention over treatment of symptoms – emphasizing metabolic health, cognitive function, and long-term vitality. More people are realizing they must make lifestyle changes ‘today’ for a better ‘tomorrow.’

People are increasingly aware of how ultra-processed foods, pollution, pesticides, and chemicals affect long-term health – including via metabolic dysfunction, autoimmune issues, and gut imbalances. Demand is rising for more natural nutrition and non-toxic products.

Health solutions are becoming more tailored to men’s and women’s unique needs. Women’s health is expanding beyond fertility to include hormone balance, metabolism and menopause, while testosterone optimization, cardiovascular care, and mental well-being are in focus for more men.

Consumer-trusted alternatives to traditional healthcare and government agencies, providing evidence-based health education, AI-driven insights, and decision-making support.

Digital health solutions that empower individuals with 24/7, at-home diagnostics and biomarker monitoring for more personalized health recommendations.

Solutions that integrate root cause understanding, natural anecdotes, practitioner care, and AI to scale care across a broad set of areas from metabolism to hormone imbalances.

AI-driven neurofeedback, digital therapeutics, and brain health solutions designed to enhance cognitive function, mental clarity, and long-term neurological resilience.

Software and platforms that power businesses in healthcare and wellness, from enabling clinical providers to optimizing employee health perks and benefits.

As screen culture and hybrid work keep people inside, a rewilding movement is growing—with families pushing kids outdoors, individuals relocating to nature, and cities integrating more greenery.

Governments, insurers, and doctors will increasingly prescribe outdoor activity for health, driving demand for nature-focused platforms and incentives.

COVID expanded interest in outdoor activities for all, but education, cost, and mindset challenges limit sustained growth from demographic groups with lower historical participation rates (e.g., minorities, lower income). Solutions that lower these barriers—affordable gear, beginner-friendly learning—will be key.

Extreme weather, wildfires, and air pollution will complicate outdoor access. AI-powered tools will improve safety, accessibility, and adaptive planning, fueling demand for real-time environmental intelligence.

Eco-conscious travelers are driving demand for low-impact, regenerative tourism and carbon-conscious travel options. 6. Everywhere Mobile Access: Proliferation of new global satellite networks and accessible local devices (e.g., Starlink) will change user expectations and behaviors re: anywhere, anytime connectivity.

Tools that help people integrate nature into daily life—whether through self-sufficiency, nature-based health interventions, or digital experiences that inspire outdoor engagement (especially for kids).

Platforms that expand participation by removing barriers like cost and knowledge gaps.

Tech that helps consumers and businesses navigate weather variability to improve outdoor access and time spent exploring.

Platforms that enable immersive, sustainable, and accessible travel experiences.

The link between exercise and mental well-being is gaining mainstream recognition, creating demand for fitness programs explicitly designed to reduce stress, anxiety, and depression.

Fewer kids are playing organized sports due to rising costs, time demands, and specialization pressures—creating an opportunity for alternative, flexible, and lower-barrier athletic experiences.

Advances in AI and biometrics will enable ultra-customized training programs tailored to an individual’s unique physiology, lifestyle, and even genetics, making one-size-fits-all workouts obsolete.

Workouts are evolving into immersive, gamified experiences, blending VR, competition, and storytelling to rival gaming and social media for engagement.

AI-driven training and coaching will become more sophisticated, offering personalized, adaptive feedback that makes elite-level coaching accessible to everyday athletes.

Platforms and products that make fitness, sports, and movement more accessible, engaging, and social—whether through gamification, competition, or immersive experiences.

Adaptive, personalized coaching solutions that bring elite-level training to “everyday athletes,” leveraging AI, biometrics, and real-time feedback.

Innovative models that counter declining engagement in organized sports by reaching new demographics, reducing barriers to entry, and creating alternative pathways for lifelong athletic participation.

Fitness solutions designed explicitly to support mental health, integrating stress relief, cognitive benefits, and emotional well-being into training and play.

As traditional gathering spaces vanish and remote work isolates people, platforms that recreate community and foster meaningful connections across distances will thrive.

The ubiquitous use of headphones and personal devices is reducing spontaneous human connections, paving the way for products and services that encourage unplugged, in-person interaction.

Algorithm-driven platforms are amplifying division, driving a rise in decentralized networks that emphasize balanced perspectives, trust, and meaningful dialogue.

As loneliness becomes recognized as a public health crisis, governments, employers, and healthcare systems will prioritize systemic solutions, opening opportunities for scalable, meaningful connection tools.

Networks – social media and anti-social media- that prioritize quality over quantity, focusing on intentional interactions, user ownership, and reducing dopamine-driven engagement.

Moving beyond dating apps we all despise, tools that prioritize compatibility – both amorous and platonic – based on values, lifestyles, and aspirations, moving beyond superficial swiping to foster meaningful romantic relationships.

Platforms designed to help the sandwich generation and other caregivers manage stress, access resources, and connect with communities for emotional and practical support.

Scalable platforms that create opportunities for older adults and younger generations to collaborate, mentor, and share purpose-driven experiences.

Technology enablers that help more people direct time and talent toward a wide array of critical community needs, from volunteering to civic board engagement to running for office.

In a world of infinite inputs, clarity and peace are increasingly elusive. The nonstop flow of information and decision-making demands people to be in a heightened state of alertness, triggering chronic stress and disrupting focus, emotional regulation, and overall well-being.

As online experiences have become hyper-personalized and algorithmic, exposure to diverse perspectives has diminished. Meanwhile, the decline of community spaces erodes shared interactions, fueling ideological silos, deepening social fragmentation, and amplifying loneliness.

Social and political divides are no longer confined to civic discourse—they impact workplaces, friendships, and families, creating stress, fear, and anxiety in everyday life. The pressure to align, defend, or justify beliefs makes polarization an ever-present personal and psychological burden.

As traditional identity anchors like religion, career paths, and societal roles shift, many feel unmoored. Digital self-expression, wellness movements, and alternative belief systems are filling the gap, as people seek new sources of meaning, connection, and purpose.

Addressing the rising interest in faith and spiritual practices and communities as people seek meaning and purpose in a rapidly changing world.

Addressing challenges like brain fog and lack of focus with solutions that optimize cognitive performance and mental energy.

Tackling the mental and emotional toll of financial stress with platforms that offer guidance, education, and new tools.

Using AI and other tools to address subclinical mental health challenges to alleviate the burden created by the global shortage of therapists and to increase affordability and access to care.

New digital products and services that optimize nervous system functioning, recovery, and resilience.