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
48.88B -6.96%
Healthcare
Bio Therapeutic Drugs
1.34B -10.15%
Healthcare
Other Biotechnology & Medical Research
5.35B +7.13%
Healthcare
Bio Therapeutic Drugs
369M +19.71%
Healthcare
Other Biotechnology & Medical Research
274M +15.45%
Healthcare
Other Biotechnology & Medical Research
1.36B +30.59%
Healthcare
Bio Therapeutic Drugs
762M +4.51%
Healthcare
Other Biotechnology & Medical Research
149M 0.00%
Healthcare
Bio Diagnostics & Testing
933M -13.92%
Healthcare
Bio Therapeutic Drugs
2.44B +14.67%
Healthcare
Other Biotechnology & Medical Research
12.87B +0.47%
Healthcare
Diagnostic & Testing Substances Manufacturers
2.32B +4.83%
Healthcare
Diagnostic & Testing Substances
13.77B +4.65%
Healthcare
Medical & Diagnostic Laboratories
32.91B +3.84%
Healthcare
Bio Therapeutic Drugs
151M +6.76%
Healthcare
Biopharmaceuticals
59.8B +90.80%
Healthcare
Bio Therapeutic Drugs
21.08B +27.23%
Technology
Other Software
1.35B +2.40%
Healthcare
Bio Diagnostics & Testing
2.76B +11.27%
Healthcare
Bio Therapeutic Drugs
1.79B +2.21%
Healthcare
Other Pharmaceuticals
3.72B -0.15%
Healthcare
Other Biotechnology & Medical Research
154M +4.91%
Healthcare
Biopharmaceuticals
2.46B +26.80%
Healthcare
Biopharmaceuticals
1.87B +2.89%
Healthcare
Other Advanced Medical Equipment & Technology
1.11B +15.79%
Healthcare
Bio Diagnostics & Testing
19.4B +0.68%
Healthcare
Other Biotechnology & Medical Research
17.14B +8.33%
Healthcare
Biopharmaceuticals
20.31B +4.72%
Healthcare
Bio Diagnostics & Testing
3.4B +2.26%
Healthcare
Other Biotechnology & Medical Research
49.13B +5.09%
Healthcare
Bio Therapeutic Drugs
1.34B -10.91%
Healthcare
Other Biotechnology & Medical Research
304M -14.78%
Healthcare
Other Advanced Medical Equipment & Technology
334M +12.58%
Healthcare
Bio Diagnostics & Testing
1.04B +7.17%
Healthcare
Medical Devices & Implants
484M +22.33%
Healthcare
Other Biotechnology & Medical Research
4.04B +14.41%
Healthcare
Other Medical Equipment, Supplies & Distribution
24.31B +2.00%
Healthcare
Other Advanced Medical Equipment & Technology
643M +13.90%
Healthcare
Medical & Diagnostic Laboratories
1.67B +9.95%
Healthcare
Biopharmaceuticals
10.6B -7.12%
Technology
Other Software
1.46B +3.86%
Healthcare
Other Biotechnology & Medical Research
780M +10.30%
Healthcare
Medical Diagnostic & Testing Equipment
194M +2.29%
- - 18.48B -
Healthcare
Biopharmaceuticals
77.86B -1.68%
Healthcare
Other Advanced Medical Equipment & Technology
41.48B +7.53%
Healthcare
Other Biotechnology & Medical Research
9.72B -0.29%
Healthcare
Other Biotechnology & Medical Research
10.34B +12.84%
Healthcare
Other Biotechnology & Medical Research
41.14B +7.17%
Healthcare
Other Biotechnology & Medical Research
1.35B +19.34%
Healthcare
Other Advanced Medical Equipment & Technology
228B +4.77%
Healthcare
Other Pharmaceuticals
269B +2.85%
Healthcare
Other Advanced Medical Equipment & Technology
166B +2.90%
Healthcare
Other Advanced Medical Equipment & Technology
12.49B +13.84%
Healthcare
Other Biotechnology & Medical Research
617M +2.77%
Healthcare
Other Pharmaceuticals
151B -0.80%
Healthcare
Other Advanced Medical Equipment & Technology
22.46B +12.07%
Healthcare
Diagnostic & Testing Substances
578M +0.81%
Healthcare
Diagnostic & Testing Substances
1.16B +1.90%
Healthcare
Other Medical Equipment, Supplies & Distribution
8.63B +6.33%
Healthcare
Other Advanced Medical Equipment & Technology
7.73B +8.00%
Healthcare
Diagnostic & Testing Substances
2.6B +25.81%
Healthcare
Other Biotechnology & Medical Research
10.78B +9.78%
Healthcare
Telemedicine Services
1.24B -0.14%
Healthcare
Other Biotechnology & Medical Research
14B +0.59%
Healthcare
Other Medical Equipment, Supplies & Distribution
8.59B -
Healthcare
Other Pharmaceuticals
49.82B +6.51%
Healthcare
Other Biotechnology & Medical Research
224M +2.29%
Healthcare
Other Biotechnology & Medical Research
3.41B +24.64%
Healthcare
Bio Therapeutic Drugs
2.6B -16.35%
Healthcare
Other Biotechnology & Medical Research
184M +28.76%
Healthcare
Bio Therapeutic Drugs
215M +23.49%
Industrials
Freight Logistics
538M +11.88%
Healthcare
Bio Therapeutic Drugs
26.9B +12.59%
Healthcare
Biopharmaceuticals
15.47B +34.28%
Healthcare
Other Pharmaceuticals
143B +1.00%
Healthcare
Diagnostic & Testing Substances Manufacturers
2.25B -0.28%
Healthcare
Other Biotechnology & Medical Research
111M -0.58%
Healthcare
Bio Therapeutic Drugs
118M +3.81%
Healthcare
Other Biotechnology & Medical Research
547M +15.76%
Healthcare
Bio Therapeutic Drugs
9.01B -1.27%
Healthcare
Bio Diagnostics & Testing
583M +23.69%
Healthcare
Other Biotechnology & Medical Research
204M +1.95%
Healthcare
Bio Therapeutic Drugs
173M -18.81%
Healthcare
Bio Diagnostics & Testing
3.19B +27.89%
Healthcare
Medical & Diagnostic Laboratories
259M +19.45%
Healthcare
Bio Therapeutic Drugs
411M +8.26%
Healthcare
Bio Therapeutic Drugs
1.25B +15.48%
Healthcare
Medical & Diagnostic Laboratories
732M +27.99%

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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