Any companies that help to lower health care cost have a significant advantage, because health care cost inflation is much higher than the inflation rate. Additionally, many governments around the world want to decrease the raising cost of health care with better IT and more competition. The US is actively promoting plans to create universal health care with an increase in efficiency spending.

Company Specific Comments:
WMT: As health care cost continue to rise, Wal-Mart will benefit in their low cost pharmacuetical business. This business will also aid other walmart business as consumers come for drugs and leave with other purchases. … "Health Care Cost" has a significant impact, so an analyst should put more weight into it.