Here is a quick rundown on the healthcare sector which currently sees about $9.8 trillion in global spending. The article suggests the sector is growing faster than the overall economy and highlights a few specific companies. **Key mentions:** * **Vertex Pharmaceuticals (VRTX):** Focused on cystic fibrosis and recently expanded into gene-editing with Casgevy. * **Intuitive Surgical (ISRG):** The medical device pick, known for the Da Vinci robotic surgical system. * **TransMedics (TMDX):** Working on organ transplant transport and logistics. * **UnitedHealth (UNH):** The largest commercial insurer and owner of a major PBM. * **HCA Healthcare (HCA) & Cardinal Health (CAH):** Major players in hospital operations and supply chain services. Risks to watch include FDA regulatory hurdles, potential litigation, and changes to Medicare reimbursement rates. The long-term thesis is largely based on aging demographics increasing demand for these services.