--- title: "Medical Imaging 13Fs: GE HealthCare, Philips, Hologic, RadNet" type: learn slug: medical-imaging-13f-gehc-phg-hologic-decoder canonical_url: https://13finsight.com/learn/medical-imaging-13f-gehc-phg-hologic-decoder published_at: 2026-05-16T11:45:23.578Z updated_at: 2026-05-16T11:45:27.601Z author: Sarah Mitchell author_title: Education Editor author_url: https://13finsight.com/authors/sarah-mitchell word_count: 483 locale: en source: 13F Insight --- # Medical Imaging 13Fs: GE HealthCare, Philips, Hologic, RadNet > GE HealthCare, Philips (ADR), Hologic, RadNet, plus emerging AI imaging operators anchor US-traded medical imaging 13F positioning. CT, MRI, ultrasound demand cycles, breast cancer screening, AI imaging integration, and emerging theranostics drive distinctive institutional patterns. US-traded medical imaging equities form a distinctive healthcare-equipment corner of institutional 13F positioning. GE HealthCare, Philips (PHG ADR), Hologic (HOLX), RadNet (RDNT), plus emerging AI imaging operators (iCAD plus emerging) anchor the cohort. Multi-year CT, MRI, ultrasound demand cycles, breast cancer screening, AI imaging integration, plus emerging theranostics drive distinctive institutional patterns. Reading medical imaging 13F positioning requires understanding the modality framework plus the multi-year AI-and-theranostics cycle dynamics.The medical imaging business modelMedical imaging faces four primary economic drivers:Imaging modality demand. Multi-year CT (computed tomography), MRI (magnetic resonance imaging), ultrasound, X-ray, plus emerging emerging modalities (PET-CT, SPECT) drive equipment demand. Multi-year emerging hospital replacement cycles plus emerging emerging emerging emerging emerging emerging value-based care drive emerging demand.Breast cancer screening. Multi-year emerging breast cancer screening (Hologic Selenia Dimensions plus emerging 3D mammography plus emerging breast MRI) drives Hologic substantial revenue plus emerging emerging emerging emerging emerging emerging emerging emerging emerging emerging emerging emerging emerging emerging plus emerging emerging emerging emerging emerging plus emerging emerging.AI imaging integration. Multi-year emerging AI imaging integration (radiology workflow, cardiac imaging, oncology imaging) drives emerging revenue. Multi-year emerging emerging Aidoc plus emerging Annalise.ai plus emerging emerging emerging emerging emerging FDA-approved AI imaging algorithms.Theranostics emergence. Multi-year emerging theranostics (combined diagnostic-and-therapeutic radiopharmaceuticals like Novartis Pluvicto plus emerging Lutathera) drives emerging emerging emerging PET-CT plus emerging SPECT plus emerging emerging emerging emerging emerging.Major US medical imaging namesGE HealthCare (GEHC)Largest US medical imaging post-2023 GE separation. Multi-segment franchise across Imaging plus Ultrasound plus Patient Care Solutions plus Pharmaceutical Diagnostics plus emerging emerging Advanced Visualization Solutions.Philips (PHG ADR)Dutch-headquartered medical imaging plus emerging consumer health (sleep care, oral healthcare). Multi-year emerging operational restructuring post-Respironics ventilator recall.Hologic (HOLX)Specialty women's health focused (Selenia Dimensions 3D mammography plus emerging Genius AI Detection plus emerging Aptima molecular diagnostics plus emerging emerging emerging emerging GYN Surgical). Multi-decade specialty franchise.RadNet (RDNT)Diversified outpatient imaging center operator plus emerging AI imaging (DeepHealth subsidiary). Multi-year emerging operational scaling plus emerging emerging emerging emerging emerging breast cancer screening AI plus emerging emerging emerging.Emerging AI imaging operatorsiCAD plus emerging Volpara Health (recent Aussie acquisition target) plus emerging emerging Aidoc private plus emerging Annalise.ai private. Multi-year emerging FDA-approved AI imaging algorithm scaling.How institutional managers position around medical imagingThree patterns:Pattern 1: Scale-leader concentrationGEHC-concentrated active manager positions reflect post-GE separation pure-play medical imaging thesis.Pattern 2: Specialty-women's-health positioningHOLX-concentrated active manager positions reflect women's health specialty franchise thesis.Pattern 3: Imaging-center positioningRDNT-concentrated active manager positions reflect outpatient imaging center plus AI imaging thesis.How to read medical imaging 13F positioningThree rules:Rule 1: Identify modality mixEach operator's modality mix determines cycle dynamics.Rule 2: Watch hospital capexMulti-year hospital capex drives equipment demand.Rule 3: Cross-check AI imaging adoptionMulti-year emerging AI imaging adoption drives emerging revenue.What medical imaging positioning signalsScale-leader conviction. Concentrated GEHC positions signal post-GE separation thesis.Specialty conviction. Concentrated HOLX positions signal women's health franchise thesis.Imaging-center conviction. Concentrated RDNT positions signal imaging center plus AI thesis.For real-time tracking of medical imaging 13F activity, see the institutional signals feed. ## FAQ ### What are the major US medical imaging companies? Five major US-traded medical imaging: (1) GE HealthCare (GEHC) — largest post-2023 GE separation with Imaging plus Ultrasound plus Patient Care plus Pharmaceutical Diagnostics; (2) Philips (PHG ADR) — Dutch medical imaging plus consumer health; (3) Hologic (HOLX) — women's health (Selenia mammography, Genius AI, Aptima molecular); (4) RadNet (RDNT) — outpatient imaging centers plus DeepHealth AI; (5) emerging AI imaging operators (iCAD, plus emerging private). ### How does breast cancer screening drive Hologic? Multi-year breast cancer screening (Hologic Selenia Dimensions 3D mammography plus emerging Genius AI Detection automated reading plus emerging breast MRI) drives Hologic substantial revenue. Multi-year emerging US Preventive Services Task Force expanded recommendations (lowering screening age to 40) plus emerging dense breast notification laws drive demand expansion. Multi-decade specialty women's health franchise position. Reading screening data drives positioning. ### How does AI imaging integration work? Multi-year emerging AI imaging integration into radiology workflow (Aidoc, Annalise.ai), cardiac imaging (HeartFlow), oncology imaging (Paige), plus emerging breast cancer screening (RadNet DeepHealth, Hologic Genius AI) drives emerging revenue. Multi-year emerging FDA-approved AI algorithm scaling (700+ FDA-cleared AI/ML medical devices through 2024) drives industry adoption. Reading AI algorithm adoption drives positioning. ### What is GE HealthCare's post-separation positioning? GE HealthCare separated from General Electric January 2023 as pure-play medical imaging plus diagnostics franchise. Multi-segment franchise across Imaging (CT, MRI, X-ray) plus Ultrasound plus Patient Care Solutions plus Pharmaceutical Diagnostics (contrast media, radiopharmaceuticals) plus Advanced Visualization Solutions. Multi-year post-separation operational discipline drives institutional positioning. ### What is theranostics emergence? Multi-year theranostics combines diagnostic imaging (PET-CT, SPECT) with therapeutic radiopharmaceuticals. Novartis Pluvicto (prostate cancer) plus Lutathera (neuroendocrine tumors) demonstrate multi-billion-dollar theranostics market. Multi-year additional theranostics drug approvals plus radiopharmaceutical manufacturing plus PET-CT imaging demand drive multi-year cycle. Reading theranostics approvals drives positioning. ### What signals medical imaging cycle inflections? Four signals: (1) hospital capex plus emerging value-based care equipment demand; (2) breast cancer screening recommendation changes plus state notification laws; (3) AI imaging algorithm FDA approvals plus customer adoption; (4) emerging theranostics drug approvals driving emerging PET-CT demand. Concentrated 13F changes around these signals reveal manager cycle reading. --- Source: 13F Insight — https://13finsight.com/learn/medical-imaging-13f-gehc-phg-hologic-decoder Author: Sarah Mitchell — https://13finsight.com/authors/sarah-mitchell Last updated: 2026-05-16T11:45:27.601Z