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17 handpicked stocks

Wearable Tech IP Wars: What Investors Should Know

Masimo's lawsuit against U.S. Customs, following a reversal of an import ban on Apple Watches, highlights the fierce competition over intellectual property in wearable health. This theme focuses on the medical technology companies and competitors poised to benefit from the ongoing patent battles in the lucrative health-monitoring device market.

Author avatar

Han Tan | Market Analyst

Published on August 21

Your Basket's Financial Footprint

Market capitalisation breakdown for the wearable tech IP basket, showing heavy concentration in a few large-cap holdings.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and closer tracking of broad market movements versus small-cap baskets.
  • Suitably viewed as a core, diversified holding to anchor portfolios rather than a speculative, high-growth allocation.
  • Expect steadier, long-term value creation; short-term explosive gains are less likely given concentration in large caps.
Total Market Cap
  • MASI: $8.06B

  • MDT: $122.91B

  • DXCM: $27.35B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Patent disputes in wearable health technology create significant market opportunities. When major players like Apple face legal challenges over intellectual property, it opens doors for specialised medical device companies and biometric sensor innovators to gain competitive advantage and market share in this rapidly growing sector.

2

What You Need to Know

This group focuses on companies operating in the high-stakes world of medical wearables and health monitoring technology. These firms specialise in biometric sensors, medical-grade devices, and health tracking software - all operating in a highly innovative but litigious environment where intellectual property is crucial.

3

Why These Stocks

These companies were handpicked based on their positioning within the wearable health ecosystem and potential to benefit from ongoing patent battles. They represent medical technology firms and innovators that could gain traction as legal friction creates tactical opportunities in this lucrative market.

Why You'll Want to Watch These Stocks

⚖️

Legal Drama Creates Winners

High-profile patent battles between tech giants create opportunities for smaller medical device companies to gain market share whilst the big players are distracted by courtroom battles.

🩺

Health Tech Gold Rush

The wearable health monitoring market is exploding, and companies with strong intellectual property portfolios are positioned to capture significant value as demand soars.

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Innovation Under Pressure

Patent disputes force companies to innovate around existing technologies, often leading to breakthrough developments that can create entirely new market opportunities.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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