Investment Themes

The key players of the genomic revolution

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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 Biotechnology & Medical Research
5.39B +6.39%
Healthcare
Bio Therapeutic Drugs
1.82B +1.82%
Healthcare
Other Biotechnology & Medical Research
1.79B +41.71%
Healthcare
Other Biotechnology & Medical Research
168M -1.26%
Healthcare
Bio Diagnostics & Testing
3.98B +221.98%
Healthcare
Other Biotechnology & Medical Research
168M -30.36%
Healthcare
Diagnostic & Testing Substances
21.66B +58.03%
Healthcare
Bio Therapeutic Drugs
3.09B +85.96%
Healthcare
Other Pharmaceuticals
35.61B -33.08%
Healthcare
Medical & Diagnostic Laboratories
47.31B +43.25%
Healthcare
Other Biotechnology & Medical Research
1.84B +116.08%
Healthcare
Other Advanced Medical Equipment & Technology
1.96B +93.68%
Healthcare
Other Biotechnology & Medical Research
9.65B -26.57%
Healthcare
Bio Therapeutic Drugs
590M -37.92%
Healthcare
Medical Diagnostic & Testing Equipment
415M +91.43%
Healthcare
Bio Therapeutic Drugs
25.74B +56.42%
Healthcare
Diagnostic & Testing Substances Manufacturers
1.5B -33.48%
Healthcare
Bio Diagnostics & Testing
3.87B +49.51%
Healthcare
Other Biotechnology & Medical Research
216M -10.69%
Healthcare
Bio Diagnostics & Testing
2.63B +170.06%
Healthcare
Other Pharmaceuticals
5.69B +51.06%
Healthcare
Biopharmaceuticals
2.06B +11.61%
Healthcare
Biopharmaceuticals
58.11B +393.56%
Healthcare
Other Biotechnology & Medical Research
160M -10.43%
Healthcare
Biopharmaceuticals
7.82B +293.19%
Healthcare
Bio Diagnostics & Testing
3.42B +1.02%
Healthcare
Biopharmaceuticals
12.88B +11.95%
Healthcare
Bio Therapeutic Drugs
292M +2.48%
Healthcare
Medical Devices & Implants
522M +25.73%
Healthcare
Biopharmaceuticals
82.65B +7.24%
Healthcare
Other Biotechnology & Medical Research
16.5B +5.28%
Healthcare
Other Biotechnology & Medical Research
48.93B +5.47%
Healthcare
Medical & Diagnostic Laboratories
2.23B +47.79%
Healthcare
Other Medical Equipment, Supplies & Distribution
21.52B -9.38%
Healthcare
Other Biotechnology & Medical Research
8.77B +153.30%
Healthcare
Other Advanced Medical Equipment & Technology
420M -27.81%
Healthcare
Bio Therapeutic Drugs
1.95B -11.25%
Healthcare
Diagnostic & Testing Substances
1.01B -15.40%
Healthcare
Bio Diagnostics & Testing
1.09B +125.23%
Healthcare
Other Advanced Medical Equipment & Technology
127M -57.70%
Industrials
Freight Logistics
801M +64.69%
Healthcare
Biopharmaceuticals
49.68B -14.63%
Healthcare
Other Advanced Medical Equipment & Technology
42.53B +10.87%
Healthcare
Other Biotechnology & Medical Research
11.36B +23.16%
Healthcare
Biopharmaceuticals
25.69B +28.33%
Healthcare
Other Advanced Medical Equipment & Technology
146B -9.29%
Healthcare
Bio Therapeutic Drugs
958M -71.41%
- - 17.14B -
Healthcare
Other Advanced Medical Equipment & Technology
32.95B +66.38%
Healthcare
Other Advanced Medical Equipment & Technology
227B +5.92%
Healthcare
Other Biotechnology & Medical Research
44.07B +18.79%
Healthcare
Other Pharmaceuticals
187B +23.02%
Healthcare
Other Advanced Medical Equipment & Technology
8.91B +24.18%
Healthcare
Other Biotechnology & Medical Research
8.99B -8.17%
Healthcare
Diagnostic & Testing Substances
8.16B +284.12%
Healthcare
Specialty & Advanced Pharmaceuticals
371B +42.82%
Healthcare
Other Advanced Medical Equipment & Technology
14.53B +34.59%
Technology
Other Software
1.5B +12.36%
Healthcare
Other Pharmaceuticals
58.86B +18.99%
Healthcare
Other Medical Equipment, Supplies & Distribution
10.22B +27.43%
Healthcare
Other Biotechnology & Medical Research
12.72B -9.53%
Healthcare
Other Medical Equipment, Supplies & Distribution
10.13B -
Healthcare
Other Biotechnology & Medical Research
13.77B +44.63%
Healthcare
Diagnostic & Testing Substances
305M -48.13%
Healthcare
Diagnostic & Testing Substances Manufacturers
2.38B +4.55%
Healthcare
Telemedicine Services
1.14B -10.29%
Healthcare
Other Biotechnology & Medical Research
496M +57.56%
Healthcare
Other Biotechnology & Medical Research
2.96B +7.00%
Healthcare
Other Pharmaceuticals
162B +14.26%
Healthcare
Bio Therapeutic Drugs
357M +261.14%
Healthcare
Other Biotechnology & Medical Research
468M -16.37%
Healthcare
Bio Therapeutic Drugs
297M +152.39%
Healthcare
Bio Therapeutic Drugs
26.06B +8.99%
Healthcare
Other Biotechnology & Medical Research
663M -41.06%
Technology
Other Software
1.21B -9.88%
Healthcare
Bio Therapeutic Drugs
450M +158.08%
Healthcare
Bio Therapeutic Drugs
12.2B +30.05%
Healthcare
Other Biotechnology & Medical Research
206M +79.57%
Healthcare
Other Biotechnology & Medical Research
245M +69.28%
Healthcare
Bio Therapeutic Drugs
424M +9.97%
Healthcare
Other Biotechnology & Medical Research
114M +1.92%
Healthcare
Bio Diagnostics & Testing
2.11B -18.74%
Healthcare
Bio Therapeutic Drugs
1.15B -5.41%
Healthcare
Diagnostic & Testing Substances
461M -22.50%
Healthcare
Bio Therapeutic Drugs
681M +43.80%

News of the components

░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░ ░░░░░░░░ ░░░ ░░░░░░░░░░░ ░░░ ░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░ ░░░░░░░░ ░░ ░░░░░░░░░░░░░ ░░░ ░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░ ░ ░░░░░░░ ░░░░░░░ ░░░ ░░░░░░░░░░ ░░ ░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░ ░░░░░░░░░░ ░░ ░░░░░░░░░░░░ ░░░░░ ░ ░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░ ░░ ░░░ ░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░ ░░░░░░░ ░░░ ░░ ░░ ░░░░ ░░░░░░░░░░░
░░░░ ░ ░░░░░ ░░░░░░░░░░░░░░░░ ░░░░ ░ ░░░░░░░ ░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░ ░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░░░░ ░░ ░░░░ ░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░ ░ ░░░░ ░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ ░░ ░░░ ░░ ░░░░░░░░ ░░░ ░░░░░░░░ ░░ ░░░░░░ ░░░░ ░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░ ░░░░░░░░░░░ ░░ ░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░░░░░░░░░ ░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░ ░░░ ░░ ░░░ ░░░░░ ░░░ ░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░ ░░░ ░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░ ░░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░ ░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░ ░░░░░░░ ░░░ ░░ ░░ ░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░ ░░░░░░
░░░░ ░░░░░ ░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░░░ ░░░ ░░░░░░ ░░ ░░░░░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░░░░░ ░░ ░░░░░░░ ░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░░░

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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