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
5.68TCr +76.45%
Healthcare
Bio Therapeutic Drugs
135.61Cr +17.67%
Healthcare
Bio Therapeutic Drugs
33Cr -33.33%
Healthcare
Other Biotechnology & Medical Research
546.64Cr +44.92%
Healthcare
Other Biotechnology & Medical Research
31Cr -47.41%
Healthcare
Other Biotechnology & Medical Research
109.34Cr -20.24%
Healthcare
Other Biotechnology & Medical Research
18Cr +17.61%
Healthcare
Bio Therapeutic Drugs
67Cr +64.55%
Healthcare
Bio Therapeutic Drugs
251.25Cr -29.44%
Healthcare
Bio Diagnostics & Testing
92Cr -69.59%
Healthcare
Other Biotechnology & Medical Research
1.32TCr +125.57%
Healthcare
Diagnostic & Testing Substances Manufacturers
351.03Cr -13.72%
Healthcare
Diagnostic & Testing Substances
1.34TCr +237.84%
Healthcare
Medical & Diagnostic Laboratories
3.3TCr +48.79%
Healthcare
Bio Therapeutic Drugs
17Cr -50.66%
Healthcare
Biopharmaceuticals
5.14TCr +66.00%
Healthcare
Bio Therapeutic Drugs
1.74TCr +93.05%
Technology
Other Software
130.83Cr -7.88%
Healthcare
Bio Therapeutic Drugs
128.82Cr -14.72%
Healthcare
Bio Diagnostics & Testing
228.23Cr +147.87%
Healthcare
Other Pharmaceuticals
363.46Cr +73.43%
Healthcare
Biopharmaceuticals
197.02Cr -32.04%
Healthcare
Other Advanced Medical Equipment & Technology
79Cr -0.64%
Healthcare
Other Biotechnology & Medical Research
17Cr -60.90%
Healthcare
Biopharmaceuticals
188.64Cr -30.10%
Healthcare
Bio Diagnostics & Testing
1.92TCr +80.19%
Healthcare
Other Biotechnology & Medical Research
1.55TCr +63.77%
Healthcare
Biopharmaceuticals
1.9TCr +37.77%
Healthcare
Bio Diagnostics & Testing
350.66Cr +10.71%
Healthcare
Other Biotechnology & Medical Research
4.77TCr +1.08%
Healthcare
Bio Therapeutic Drugs
149.29Cr +206.94%
Healthcare
Other Biotechnology & Medical Research
34Cr +146.32%
Healthcare
Other Advanced Medical Equipment & Technology
35Cr -27.85%
Healthcare
Bio Diagnostics & Testing
97Cr -10.09%
Healthcare
Medical Devices & Implants
36Cr +20.78%
Healthcare
Other Medical Equipment, Supplies & Distribution
2.39TCr +10.28%
Healthcare
Other Biotechnology & Medical Research
423.77Cr +32.11%
Healthcare
Medical & Diagnostic Laboratories
151.51Cr -28.40%
Healthcare
Other Advanced Medical Equipment & Technology
70Cr +32.79%
Healthcare
Biopharmaceuticals
1.02TCr -18.24%
Technology
Other Software
144.78Cr -13.90%
Healthcare
Medical Diagnostic & Testing Equipment
24Cr +198.18%
- - 1.8TCr -
Healthcare
Biopharmaceuticals
7.22TCr -2.77%
Healthcare
Other Advanced Medical Equipment & Technology
4.03TCr +4.69%
Healthcare
Other Biotechnology & Medical Research
994.43Cr -0.53%
Healthcare
Other Biotechnology & Medical Research
939.39Cr -18.34%
Healthcare
Other Biotechnology & Medical Research
3.81TCr +10.97%
Healthcare
Other Biotechnology & Medical Research
87Cr +60.21%
Healthcare
Other Biotechnology & Medical Research
113.3Cr -37.55%
Healthcare
Other Biotechnology & Medical Research
60Cr -26.86%
Healthcare
Other Pharmaceuticals
25TCr -2.60%
Healthcare
Other Advanced Medical Equipment & Technology
21TCr +8.23%
Healthcare
Other Advanced Medical Equipment & Technology
16TCr -2.75%
Healthcare
Other Advanced Medical Equipment & Technology
1.13TCr -11.50%
Healthcare
Other Pharmaceuticals
15TCr +29.22%
Healthcare
Diagnostic & Testing Substances
66Cr -46.39%
Healthcare
Other Medical Equipment, Supplies & Distribution
833.35Cr -6.23%
Healthcare
Diagnostic & Testing Substances
111.21Cr +43.53%
Healthcare
Other Advanced Medical Equipment & Technology
698.93Cr -22.62%
Healthcare
Bio Therapeutic Drugs
21Cr -57.57%
Healthcare
Other Advanced Medical Equipment & Technology
1.94TCr -1.12%
Healthcare
Diagnostic & Testing Substances
221.09Cr +24.23%
Healthcare
Other Biotechnology & Medical Research
24Cr -24.34%
Healthcare
Other Biotechnology & Medical Research
920.92Cr +0.75%
Healthcare
Telemedicine Services
134.17Cr -15.29%
Healthcare
Other Biotechnology & Medical Research
1.39TCr -13.55%
Healthcare
Other Medical Equipment, Supplies & Distribution
730.22Cr -
Healthcare
Other Pharmaceuticals
4.52TCr +6.74%
Healthcare
Other Biotechnology & Medical Research
267.46Cr +6.77%
Healthcare
Bio Therapeutic Drugs
309.62Cr +72.27%
Industrials
Freight Logistics
48Cr +28.41%
Healthcare
Bio Therapeutic Drugs
2.34TCr -15.88%
Healthcare
Biopharmaceuticals
1.09TCr -32.08%
Healthcare
Other Pharmaceuticals
15TCr -4.52%
Healthcare
Diagnostic & Testing Substances Manufacturers
229.06Cr -81.77%
Healthcare
Bio Therapeutic Drugs
12Cr -36.36%
Healthcare
Bio Therapeutic Drugs
931.65Cr +266.12%
Healthcare
Other Biotechnology & Medical Research
11Cr +27.56%
Healthcare
Other Biotechnology & Medical Research
53Cr -2.65%
Healthcare
Other Biotechnology & Medical Research
24Cr +92.13%
Healthcare
Bio Diagnostics & Testing
52Cr -32.29%
Healthcare
Bio Therapeutic Drugs
22Cr -12.45%
Healthcare
Bio Diagnostics & Testing
244.31Cr +6.36%
Healthcare
Bio Therapeutic Drugs
38Cr -73.27%
Healthcare
Medical & Diagnostic Laboratories
20Cr +132.89%
Healthcare
Bio Therapeutic Drugs
123.33Cr +166.87%
Healthcare
Medical & Diagnostic Laboratories
58Cr +35.50%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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