Investment Themes

The key players of the genomic revolution

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Investment Themes

Genomic innovation can be a catalyst for growth in the health industry. In recent years, we have reached key inflection points in accessing and understanding the molecular building blocks of the human body.

Genomics, the science that studies all the genes in our cells, will make it possible to identify and treat many diseases. Soon, thanks to a simple non-invasive blood test, clinicians may be able to detect multiple forms of cancer and rare diseases at an early stage. This is thanks to two major advances. First, the cost of sequencing a long-read genome, once a nine-figure project worthy of a state, has dropped to a few hundred dollars. The learning curve for the human genome follows a Wright Curve shape, meaning that the cumulative doubling of sequencing data should continue to drive costs down in the future, enhancing the viability and accuracy of liquid biopsies. Although historically dominated by short-read sequencing, long-read sequencing, which offers superior accuracy and more complete variance detection, could gain market share to dominate by 2025. Thus, DNA modification is becoming a feasible therapy for dealing with pervasive chronic diseases. Second, bioinformatics is now making it possible to link DNA data and therapeutic initiatives to patient outcomes. The synergies between advances in DNA sequencing, artificial intelligence and synthetic biology have been accelerated by the blurring of technological boundaries between these disciplines. This, in turn, is improving the understanding of how a human genome deteriorates and how it can be repaired. This thematic list identifies the players that can accelerate the ongoing genomics revolution and take advantage of its expansion as a solution to many diseases. It covers providers of materials and tools that enable basic research, improve diagnostic accuracy and enable personalized genomic medicine, as well as companies that deploy technologies to find next-generation treatments. This list provides access to actions at the forefront of genomic and immunological innovation, specifically players in bioinformatics, gene therapy, bio-inspired information, DNA sequencing, molecular medicine, agricultural biology, and pharmaceutical innovations.

Our selection

Healthcare
Bio Therapeutic Drugs
43Cr +9.06%
Technology
Scientific & Precision Equipment
12Cr -12.99%
Healthcare
Other Biotechnology & Medical Research
829.37Cr +46.98%
Healthcare
Other Biotechnology & Medical Research
32Cr -35.93%
Healthcare
Bio Therapeutic Drugs
28Cr -42.25%
Healthcare
Bio Therapeutic Drugs
215.71Cr -18.51%
Healthcare
Other Pharmaceuticals
4.07TCr +31.61%
Healthcare
Other Biotechnology & Medical Research
407.64Cr +12.42%
Healthcare
Diagnostic & Testing Substances Manufacturers
352.51Cr -11.72%
Healthcare
Other Biotechnology & Medical Research
99Cr -21.10%
Healthcare
Other Biotechnology & Medical Research
12Cr -15.72%
Healthcare
Bio Therapeutic Drugs
207.93Cr -25.59%
Healthcare
Bio Therapeutic Drugs
55Cr +42.20%
Healthcare
Bio Diagnostics & Testing
68Cr -73.24%
Healthcare
Bio Therapeutic Drugs
83Cr -19.54%
Healthcare
Other Advanced Medical Equipment & Technology
53Cr -33.33%
Healthcare
Bio Diagnostics & Testing
159.06Cr +73.14%
Technology
Other Software
154.46Cr +6.07%
Healthcare
Biopharmaceuticals
210.33Cr -23.47%
Healthcare
Diagnostic & Testing Substances
626.5Cr +60.85%
Healthcare
Other Biotechnology & Medical Research
19Cr -51.99%
Healthcare
Biopharmaceuticals
5.15TCr +7.06%
Healthcare
Bio Therapeutic Drugs
1.25TCr +37.24%
Healthcare
Bio Therapeutic Drugs
123.68Cr -21.77%
Healthcare
Biopharmaceuticals
215.04Cr -25.46%
Healthcare
Other Biotechnology & Medical Research
58Cr +11.07%
Healthcare
Other Biotechnology & Medical Research
589.05Cr +7.01%
Healthcare
Medical & Diagnostic Laboratories
2.33TCr +8.57%
Healthcare
Other Pharmaceuticals
221.19Cr +6.46%
Healthcare
Other Biotechnology & Medical Research
405.8Cr +47.36%
Healthcare
Other Biotechnology & Medical Research
4.81TCr +4.55%
Healthcare
Bio Diagnostics & Testing
105.96Cr -11.07%
Healthcare
Medical & Diagnostic Laboratories
89Cr -57.52%
Healthcare
Bio Diagnostics & Testing
987.33Cr -5.64%
Healthcare
Other Advanced Medical Equipment & Technology
39Cr -30.60%
Healthcare
Medical Devices & Implants
26Cr -12.99%
Healthcare
Bio Therapeutic Drugs
12Cr -55.15%
Healthcare
Biopharmaceuticals
1.06TCr -16.32%
Healthcare
Bio Diagnostics & Testing
210.04Cr -33.36%
Healthcare
Biopharmaceuticals
1.32TCr -0.88%
Healthcare
Other Medical Equipment, Supplies & Distribution
2.26TCr +6.62%
- - 1.54TCr -
Technology
Other Software
171.48Cr -1.03%
Healthcare
Other Biotechnology & Medical Research
133.77Cr -20.15%
Healthcare
Other Biotechnology & Medical Research
785.87Cr -30.74%
Healthcare
Other Biotechnology & Medical Research
869.98Cr -6.88%
Healthcare
Other Advanced Medical Equipment & Technology
3.28TCr -13.98%
Healthcare
Diagnostic & Testing Substances Manufacturers
204.12Cr -83.49%
Healthcare
Other Advanced Medical Equipment & Technology
15TCr -23.52%
Healthcare
Other Biotechnology & Medical Research
1.01TCr +2.09%
Healthcare
Other Advanced Medical Equipment & Technology
14TCr -14.45%
Healthcare
Other Advanced Medical Equipment & Technology
1.11TCr -14.89%
Healthcare
Other Biotechnology & Medical Research
2.67TCr -21.26%
Healthcare
Other Biotechnology & Medical Research
64Cr -25.43%
Healthcare
Other Advanced Medical Equipment & Technology
25Cr -42.43%
Healthcare
Other Pharmaceuticals
20TCr -20.53%
Healthcare
Other Advanced Medical Equipment & Technology
582.34Cr -35.04%
Healthcare
Bio Therapeutic Drugs
33Cr -27.58%
Healthcare
Other Biotechnology & Medical Research
50Cr -12.73%
Healthcare
Other Pharmaceuticals
13TCr +17.46%
Healthcare
Bio Therapeutic Drugs
5.43TCr -28.44%
Healthcare
Diagnostic & Testing Substances
47Cr -64.11%
Healthcare
Other Medical Equipment, Supplies & Distribution
905.62Cr -
Healthcare
Medical Diagnostic & Testing Equipment
29Cr +233.64%
Healthcare
Diagnostic & Testing Substances
133.85Cr -24.72%
Healthcare
Bio Therapeutic Drugs
106.35Cr -46.89%
Healthcare
Other Pharmaceuticals
4.61TCr +2.56%
Healthcare
Other Biotechnology & Medical Research
1.14TCr -30.15%
Healthcare
Telemedicine Services
122.98Cr -24.09%
Healthcare
Other Advanced Medical Equipment & Technology
1.43TCr -32.28%
Healthcare
Other Medical Equipment, Supplies & Distribution
640.5Cr -27.94%
Healthcare
Other Biotechnology & Medical Research
713.6Cr -20.12%
Healthcare
Other Biotechnology & Medical Research
17Cr -47.62%
Industrials
Freight Logistics
34Cr -18.12%
Healthcare
Other Pharmaceuticals
14TCr -9.65%
Healthcare
Other Biotechnology & Medical Research
99Cr +96.10%
Healthcare
Other Biotechnology & Medical Research
20Cr +74.80%
Healthcare
Other Biotechnology & Medical Research
982.32Cr -37.71%
Healthcare
Bio Therapeutic Drugs
14Cr -27.88%
Healthcare
Bio Therapeutic Drugs
2.57TCr -6.51%
Healthcare
Bio Diagnostics & Testing
29Cr -62.20%
Healthcare
Other Biotechnology & Medical Research
165.63Cr -32.42%
Healthcare
Bio Therapeutic Drugs
20Cr -27.17%
Healthcare
Diagnostic & Testing Substances
55Cr -30.51%
Healthcare
Bio Therapeutic Drugs
62Cr +60.12%
Healthcare
Bio Diagnostics & Testing
256.22Cr +13.60%
Healthcare
Medical & Diagnostic Laboratories
63Cr +49.47%
Healthcare
Bio Therapeutic Drugs
30Cr -78.52%

News of the components

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Ratings chart - Surperformance

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  1. Stock Market
  2. Investment Themes
  3. The key players of the genomic revolution