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$CVS Wall Street agrees
Clissold declined to name specific managed health-care companies for investment. However, there are only five industry players included in the S&P 500.

This table, sorted by market capitalization, includes them plus CVS Health Corp. CVS, -1.68%, which acquired Aetna in November 2018:

Company Ticker Market cap. ($bil) Revenue – 2019 ($bil) Total return – 2020
UnitedHealth Group Inc. UNH, -1.07% $285 $110.6 3.2%
CVS Health Corp. CVS, -1.68% $83 $123.1 -12.8%
Anthem, Inc. ANTM, -2.57% $68 $104.3 -9.8%
Cigna Corp. CI, -2.84% $67 $29.1 -11.5%
Humana Inc. HUM, -1.05% $52 $39.1 7.4%
Centene Corp. CNC, -0.90% $39 $8.7 7.4%