Healthcare Delivery & Medical Supply Chain

Own the businesses that manufacture medical products, distribute medicines, and organize patient care rather than concentrating on drug-development breakthroughs. The current doubts around AI spending favor investigating demand tied to treatment and clinical workflows instead of technology investment budgets. This basket spans the healthcare supply chain, although reimbursement pressure, hospital spending constraints, and manufacturing execution remain material risks. Launch basket (equal weight): JNJ, MDT, UNH, TMO, ABBV, ABT, SYK, BSX, GEHC, MCK Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.