At Zacks Investment Research, the Obamacare-relevant health care sectors are all placed in the top half of the firm's sector rankings.
Chief equity strategist John Blank expects things to stay that way for the time being, though the future is uncertain.
(Read More: America's Self-Employed Caught in Obamacare Gaps)
"You have to stay bullish on the sector," Blank said. "What was announced is unlikely to change that dynamic very much."
On the winners side, Zacks ranks HMOs at the top of the healthcare pack (No. 19 out of 259 industries) with service providers (78), biomedical (81) and hospitals, nursing homes and medical products bunched at 116.
Two big deadlines lie ahead, though: The Oct. 1 implementation of insurance exchanges, and the Jan. 1 ultimate deadline for individuals to buy insurance. Those two dwarf the importance of the business issue, as a large number of big companies already provide coverage.
"If this is stage one of a lot of retractions, then it's a bigger issue, much bigger," Blank said. "The individual mandate and the exchanges are major, major expansions of coverage."
(Read More: Will Obamacare Hurt Jobs? It's Already Happening)
Nick Raich, CEO at the Earnings Scout, said the big losers will be managed care companies, while it is a "huge temporary positive for the 50th and 51st persons on the totem pole at small- to mid-sized companies."
Raich added there could be "major headwinds...if the delay turns into something more."
While healthcare stocks have surged thus far in 2013, earnings projections are gloomy, with the sector likely to report a 0.95 percent second-quarter loss.
The Obamacare news, then, sets the stage for a rough second half of the year.
"It could trim the managed cares in the near term for this year," Raich said. "I don't see upward guidance. Companies in the health care sector aren't pressing on the accelerator by any means."
_ By CNBC's Jeff Cox. Follow him
@JeffCoxCNBCcom on Twitter.