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
Other Pharmaceuticals
4.25TCr -20.34%
Healthcare
Other Biotechnology & Medical Research
82Cr -3.02%
Healthcare
Other Biotechnology & Medical Research
19Cr -21.82%
Healthcare
Bio Therapeutic Drugs
89Cr -27.83%
Healthcare
Other Biotechnology & Medical Research
542.32Cr +9.43%
Healthcare
Bio Therapeutic Drugs
45Cr -26.35%
Healthcare
Bio Therapeutic Drugs
52Cr +79.20%
Healthcare
Other Biotechnology & Medical Research
158.77Cr +53.62%
Healthcare
Bio Diagnostics & Testing
211.34Cr +92.47%
Healthcare
Bio Therapeutic Drugs
246.99Cr -23.29%
Healthcare
Other Biotechnology & Medical Research
17Cr +22.33%
Healthcare
Other Biotechnology & Medical Research
1.22TCr -4.97%
Healthcare
Diagnostic & Testing Substances Manufacturers
204.91Cr -2.39%
Healthcare
Medical & Diagnostic Laboratories
2.81TCr -12.26%
Healthcare
Bio Therapeutic Drugs
14Cr -4.33%
Healthcare
Diagnostic & Testing Substances
1.2TCr -12.64%
Healthcare
Bio Therapeutic Drugs
182.76Cr -16.63%
Healthcare
Biopharmaceuticals
5.12TCr +57.90%
Healthcare
Bio Therapeutic Drugs
1.92TCr +12.66%
Healthcare
Bio Diagnostics & Testing
228.82Cr -10.78%
Healthcare
Biopharmaceuticals
1.18TCr +1.83%
Healthcare
Biopharmaceuticals
2.07TCr +76.47%
Healthcare
Other Biotechnology & Medical Research
11Cr -24.85%
Healthcare
Bio Therapeutic Drugs
125.18Cr -16.64%
Healthcare
Biopharmaceuticals
171.12Cr -7.15%
Healthcare
Other Advanced Medical Equipment & Technology
93Cr -1.97%
Healthcare
Medical Devices & Implants
37Cr -8.98%
Healthcare
Biopharmaceuticals
287.8Cr +43.17%
Technology
Scientific & Precision Equipment
10Cr -2.74%
Healthcare
Other Advanced Medical Equipment & Technology
24Cr -22.64%
Healthcare
Bio Diagnostics & Testing
268.97Cr -20.78%
Technology
Other Software
94Cr -30.20%
Healthcare
Other Advanced Medical Equipment & Technology
42Cr -28.88%
Healthcare
Bio Diagnostics & Testing
1.98TCr +1.89%
Healthcare
Bio Diagnostics & Testing
92Cr -6.32%
Healthcare
Bio Therapeutic Drugs
20Cr +16.15%
Healthcare
Other Biotechnology & Medical Research
1.34TCr -14.95%
Healthcare
Biopharmaceuticals
7.8TCr +0.07%
Industrials
Freight Logistics
40Cr -18.12%
Healthcare
Bio Diagnostics & Testing
52Cr +10.77%
Healthcare
Other Pharmaceuticals
402.61Cr +8.06%
Healthcare
Other Medical Equipment, Supplies & Distribution
1.86TCr -22.93%
- - 1.58TCr -
Healthcare
Medical Diagnostic & Testing Equipment
23Cr +13.81%
Healthcare
Medical & Diagnostic Laboratories
116.31Cr -26.01%
Healthcare
Biopharmaceuticals
1.91TCr -3.46%
Healthcare
Other Advanced Medical Equipment & Technology
3.25TCr -16.19%
Healthcare
Other Biotechnology & Medical Research
319.53Cr -5.96%
Healthcare
Diagnostic & Testing Substances
81Cr -33.16%
Healthcare
Other Advanced Medical Equipment & Technology
1.91TCr -5.70%
Technology
Other Software
112.35Cr -20.49%
Healthcare
Other Advanced Medical Equipment & Technology
19TCr -14.02%
Healthcare
Diagnostic & Testing Substances
48Cr -20.73%
Healthcare
Other Biotechnology & Medical Research
2.93TCr -21.24%
Healthcare
Other Biotechnology & Medical Research
843.13Cr -9.64%
Healthcare
Other Advanced Medical Equipment & Technology
14TCr -14.34%
Healthcare
Other Biotechnology & Medical Research
918.06Cr -8.40%
Healthcare
Other Biotechnology & Medical Research
4.55TCr -7.81%
Healthcare
Other Advanced Medical Equipment & Technology
1.02TCr -6.70%
Healthcare
Other Pharmaceuticals
29TCr +10.19%
Healthcare
Other Biotechnology & Medical Research
27Cr -21.81%
Healthcare
Other Pharmaceuticals
18TCr +17.54%
Healthcare
Other Biotechnology & Medical Research
111.1Cr -2.72%
Healthcare
Other Advanced Medical Equipment & Technology
558.34Cr -22.50%
Healthcare
Other Biotechnology & Medical Research
88Cr +44.15%
Healthcare
Other Medical Equipment, Supplies & Distribution
734.47Cr -12.19%
Healthcare
Diagnostic & Testing Substances
265.85Cr +26.15%
Healthcare
Telemedicine Services
91Cr -26.86%
Healthcare
Other Medical Equipment, Supplies & Distribution
557.24Cr -
Healthcare
Other Biotechnology & Medical Research
818.58Cr -41.32%
Healthcare
Other Biotechnology & Medical Research
263.58Cr -2.71%
Healthcare
Other Biotechnology & Medical Research
858.83Cr -13.54%
Healthcare
Other Biotechnology & Medical Research
22Cr +2.29%
Healthcare
Other Pharmaceuticals
5.7TCr +16.17%
Healthcare
Bio Therapeutic Drugs
15Cr +32.30%
Healthcare
Bio Therapeutic Drugs
2.55TCr +5.26%
Healthcare
Diagnostic & Testing Substances Manufacturers
175.44Cr -19.10%
Healthcare
Other Pharmaceuticals
15TCr +6.83%
Healthcare
Other Biotechnology & Medical Research
11Cr +12.13%
Healthcare
Other Biotechnology & Medical Research
20Cr +16.34%
Healthcare
Bio Therapeutic Drugs
837.67Cr -12.74%
Healthcare
Other Biotechnology & Medical Research
38Cr -23.12%
Healthcare
Bio Therapeutic Drugs
19Cr -7.18%
Healthcare
Other Biotechnology & Medical Research
20Cr +38.43%
Healthcare
Other Biotechnology & Medical Research
11Cr +1.92%
Healthcare
Medical & Diagnostic Laboratories
61Cr +4.25%
Healthcare
Bio Therapeutic Drugs
84Cr -21.74%
Healthcare
Medical & Diagnostic Laboratories
24Cr +13.65%
Healthcare
Bio Therapeutic Drugs
48Cr +42.45%
Healthcare
Bio Diagnostics & Testing
250.96Cr -1.83%

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