CNC+165.73%16.7%
CVS+56.05%16.7%
MMS-14.65%16.7%
MOH+28.12%16.7%
OSCR+109.97%16.7%
UNH+67.93%16.7%
As of Aug 6, 2026, 4:25 AM ET
Fiscal Spend '26: Medicaid & Dem-Favored Healthcare Constituents
Centene Corp.CNC | 16.7% | 4.56% | 5.65% | 1.42% | 7.67% | 62.79% | 49.26% | 10.31% | 165.73% | $33.08B |
CVS Health Corp.CVS | 16.7% | -5.08% | -8.00% | -2.90% | -5.08% | 24.90% | 24.06% | 45.61% | 56.05% | $126.47B |
Maximus, Inc.MMS | 16.7% | -0.28% | 5.83% | 12.69% | 4.81% | -26.51% | -16.48% | -9.68% | -14.65% | $3.32B |
Molina Healthcare, Inc.MOH | 16.7% | 1.98% | -1.22% | -14.30% | -0.25% | 12.45% | 26.67% | -40.59% | 28.12% | $10.19B |
Oscar Health, Inc.OSCR | 16.7% | -0.89% | 6.81% | -4.23% | -3.56% | 109.53% | 120.75% | 125.21% | 109.97% | $7.81B |
UnitedHealth Group IncorporatedUNH | 16.7% | 1.24% | -1.90% | -1.25% | -0.40% | 25.03% | 40.74% | -21.11% | 67.93% | $374.84B |
| Theme return | — | 0.26% | 1.20% | -3.39% | 0.04% | 32.84% | 37.93% | 20.01% | 67.88% | — |
| Average | 16.7% | 0.25% | 1.20% | -1.43% | 0.53% | 34.70% | 40.83% | 18.29% | 68.86% | $92.62B |
| Median | 16.7% | 0.48% | 2.22% | -2.08% | -0.32% | 24.97% | 33.71% | 0.32% | 61.99% | $21.63B |
| Std Dev | 0.0% | 2.96% | 5.37% | 7.99% | 4.45% | 42.47% | 41.28% | 54.84% | 57.55% | $133.10B |
| Min | 16.7% | -5.08% | -8.00% | -14.30% | -5.08% | -26.51% | -16.48% | -40.59% | -14.65% | $3.32B |
| Max | 16.7% | 4.56% | 6.81% | 12.69% | 7.67% | 109.53% | 120.75% | 125.21% | 165.73% | $374.84B |
| % Positive Tickers | 50.00% | 50.00% | 33.33% | 33.33% | 83.33% | 83.33% | 50.00% | 83.33% |
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About this theme
Fiscal Spend '26: Medicaid & Dem-Favored Healthcare tracks 6 publicly listed stocks in this theme: CNC, CVS, MMS, MOH, OSCR, UNH. See the constituent table for details.