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
42.46B -22.13%
Healthcare
Bio Diagnostics & Testing
1.57B +41.39%
Healthcare
Other Biotechnology & Medical Research
697M -15.45%
Healthcare
Other Biotechnology & Medical Research
225M -2.73%
Healthcare
Other Biotechnology & Medical Research
5.35B +10.58%
Healthcare
Bio Therapeutic Drugs
1.71B +16.91%
Healthcare
Bio Therapeutic Drugs
112M -37.62%
Healthcare
Bio Therapeutic Drugs
1.38B -55.94%
Healthcare
Bio Therapeutic Drugs
474M -34.10%
Healthcare
Other Biotechnology & Medical Research
1.67B +66.30%
Healthcare
Other Biotechnology & Medical Research
208M +38.36%
Healthcare
Bio Therapeutic Drugs
1.9B -7.58%
Healthcare
Bio Therapeutic Drugs
1.05B -26.54%
Healthcare
Bio Therapeutic Drugs
205M -1.49%
Healthcare
Diagnostic & Testing Substances Manufacturers
2.41B +7.87%
Healthcare
Other Biotechnology & Medical Research
236M +5.09%
Healthcare
Other Biotechnology & Medical Research
231M +58.90%
Healthcare
Other Biotechnology & Medical Research
12.43B -4.30%
Healthcare
Diagnostic & Testing Substances
11.24B -11.53%
Healthcare
Bio Therapeutic Drugs
19.66B +13.61%
Healthcare
Biopharmaceuticals
10.4B -8.06%
Healthcare
Bio Diagnostics & Testing
2.17B -10.90%
Healthcare
Biopharmaceuticals
21.69B +82.16%
Healthcare
Other Advanced Medical Equipment & Technology
1.35B +43.42%
Healthcare
Medical & Diagnostic Laboratories
27.79B -9.03%
Healthcare
Biopharmaceuticals
1.72B -0.92%
Technology
Scientific & Precision Equipment
116M +9.29%
Healthcare
Medical Diagnostic & Testing Equipment
277M +36.38%
Healthcare
Biopharmaceuticals
3.45B +88.56%
Healthcare
Other Advanced Medical Equipment & Technology
160M -44.97%
Healthcare
Bio Diagnostics & Testing
2.62B -19.71%
Healthcare
Other Biotechnology & Medical Research
47.35B +1.04%
Healthcare
Other Advanced Medical Equipment & Technology
492M -9.63%
Healthcare
Bio Diagnostics & Testing
1.15B +13.69%
Healthcare
Medical Devices & Implants
384M +0.97%
Healthcare
Other Biotechnology & Medical Research
14.73B -7.31%
Healthcare
Biopharmaceuticals
76.55B -2.76%
Technology
Other Software
890M -30.98%
Healthcare
Other Pharmaceuticals
4.45B +22.61%
Healthcare
Other Medical Equipment, Supplies & Distribution
20.88B -10.14%
- - 16.51B -
Healthcare
Medical & Diagnostic Laboratories
1.06B -29.00%
Industrials
Freight Logistics
507M +7.81%
Healthcare
Bio Therapeutic Drugs
251M +44.37%
Healthcare
Biopharmaceuticals
18.97B -0.96%
Healthcare
Biopharmaceuticals
50.58B +60.10%
Healthcare
Bio Diagnostics & Testing
499M +4.31%
Healthcare
Diagnostic & Testing Substances
744M -35.60%
Healthcare
Other Biotechnology & Medical Research
1.17B +3.49%
Healthcare
Other Advanced Medical Equipment & Technology
33.42B -10.44%
Healthcare
Other Advanced Medical Equipment & Technology
20.16B +2.55%
Healthcare
Other Biotechnology & Medical Research
8.97B +0.71%
Healthcare
Other Biotechnology & Medical Research
8.47B -12.88%
Healthcare
Diagnostic & Testing Substances
468M -17.40%
Healthcare
Other Biotechnology & Medical Research
28.86B -21.72%
Healthcare
Other Advanced Medical Equipment & Technology
137B -14.93%
Healthcare
Other Advanced Medical Equipment & Technology
10.01B -2.88%
Healthcare
Other Advanced Medical Equipment & Technology
192B -9.12%
Healthcare
Other Biotechnology & Medical Research
864M +43.65%
Healthcare
Other Pharmaceuticals
172B +12.14%
Technology
Other Software
944M -29.40%
Healthcare
Other Pharmaceuticals
285B +13.12%
Healthcare
Other Advanced Medical Equipment & Technology
5.93B -13.61%
Healthcare
Other Medical Equipment, Supplies & Distribution
7.79B -1.31%
Healthcare
Diagnostic & Testing Substances
3.22B +59.90%
Healthcare
Other Biotechnology & Medical Research
8.73B -7.82%
Healthcare
Telemedicine Services
1.05B -18.71%
Healthcare
Other Medical Equipment, Supplies & Distribution
5.58B -
Healthcare
Other Biotechnology & Medical Research
3.85B +10.79%
Healthcare
Other Pharmaceuticals
56.04B +15.53%
Healthcare
Diagnostic & Testing Substances Manufacturers
2.22B +0.14%
Healthcare
Bio Therapeutic Drugs
25.82B +8.11%
Healthcare
Other Biotechnology & Medical Research
3.01B +13.24%
Healthcare
Other Biotechnology & Medical Research
8.83B -34.32%
Healthcare
Other Pharmaceuticals
155B +10.68%
Healthcare
Other Biotechnology & Medical Research
328M +70.24%
Healthcare
Other Biotechnology & Medical Research
319M -9.85%
Healthcare
Bio Therapeutic Drugs
159M +41.46%
Healthcare
Bio Therapeutic Drugs
9.52B +4.70%
Healthcare
Other Biotechnology & Medical Research
194M +89.42%
Healthcare
Other Biotechnology & Medical Research
463M -3.37%
Healthcare
Other Biotechnology & Medical Research
273M +84.31%
Healthcare
Other Biotechnology & Medical Research
114M +1.92%
Healthcare
Bio Therapeutic Drugs
926M -13.51%
Healthcare
Medical Equipment Wholesale
242M +2.58%
Healthcare
Bio Therapeutic Drugs
785M +74.45%
Healthcare
Bio Diagnostics & Testing
2.27B -12.10%
Healthcare
Bio Therapeutic Drugs
426M +11.40%
Healthcare
Diagnostic & Testing Substances
535M -10.89%

News of the components

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  3. The key players of the genomic revolution