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 Pharmaceuticals
60.52B +94.69%
Healthcare
Bio Therapeutic Drugs
1.33B +20.78%
Healthcare
Bio Therapeutic Drugs
321M -32.86%
Healthcare
Other Biotechnology & Medical Research
5.42B +44.51%
Healthcare
Other Biotechnology & Medical Research
310M -46.67%
Healthcare
Other Biotechnology & Medical Research
1.11B -17.58%
Healthcare
Other Biotechnology & Medical Research
178M +19.50%
Healthcare
Bio Therapeutic Drugs
666M +70.25%
Healthcare
Bio Therapeutic Drugs
2.46B -30.33%
Healthcare
Bio Diagnostics & Testing
873M -70.27%
Healthcare
Other Biotechnology & Medical Research
13.23B +133.64%
Healthcare
Diagnostic & Testing Substances Manufacturers
3.5B -13.53%
Healthcare
Diagnostic & Testing Substances
13.14B +233.94%
Healthcare
Medical & Diagnostic Laboratories
33.75B +54.49%
Healthcare
Biopharmaceuticals
51.57B +64.10%
Healthcare
Bio Therapeutic Drugs
17.25B +85.76%
Technology
Other Software
1.3B -8.55%
Healthcare
Bio Therapeutic Drugs
1.28B -14.72%
Healthcare
Bio Diagnostics & Testing
2.25B +146.04%
Healthcare
Other Pharmaceuticals
3.64B +72.53%
Healthcare
Biopharmaceuticals
1.98B -30.49%
Healthcare
Other Advanced Medical Equipment & Technology
773M -1.92%
Healthcare
Other Biotechnology & Medical Research
165M -61.64%
Healthcare
Biopharmaceuticals
1.83B -34.02%
Healthcare
Bio Diagnostics & Testing
19.18B +79.85%
Healthcare
Bio Therapeutic Drugs
167M -51.38%
Healthcare
Other Biotechnology & Medical Research
15.44B +64.98%
Healthcare
Biopharmaceuticals
20.13B +48.43%
Healthcare
Bio Diagnostics & Testing
3.53B +12.65%
Healthcare
Other Biotechnology & Medical Research
47.37B +1.38%
Healthcare
Bio Therapeutic Drugs
1.38B +191.91%
Healthcare
Other Biotechnology & Medical Research
347M +152.76%
Healthcare
Other Advanced Medical Equipment & Technology
356M -28.22%
Healthcare
Bio Diagnostics & Testing
953M -13.45%
Healthcare
Medical Devices & Implants
398M +34.42%
Healthcare
Other Medical Equipment, Supplies & Distribution
24.14B +13.04%
Healthcare
Other Biotechnology & Medical Research
4.23B +53.05%
Healthcare
Medical & Diagnostic Laboratories
1.54B -27.79%
Healthcare
Other Advanced Medical Equipment & Technology
722M +30.60%
Healthcare
Biopharmaceuticals
10.26B -18.76%
Technology
Other Software
1.47B -13.43%
Healthcare
Medical Diagnostic & Testing Equipment
238M +198.64%
- - 18.11B -
Healthcare
Other Biotechnology & Medical Research
610M -25.05%
Healthcare
Biopharmaceuticals
73.7B +0.85%
Healthcare
Other Advanced Medical Equipment & Technology
41.18B +8.30%
Healthcare
Other Biotechnology & Medical Research
10.19B +2.64%
Healthcare
Other Biotechnology & Medical Research
9.61B -14.37%
Healthcare
Other Biotechnology & Medical Research
38.46B +14.93%
Healthcare
Other Biotechnology & Medical Research
849M +65.40%
Healthcare
Other Biotechnology & Medical Research
1.12B -33.45%
Healthcare
Other Pharmaceuticals
248B +0.24%
Healthcare
Other Advanced Medical Equipment & Technology
215B +10.10%
Healthcare
Other Advanced Medical Equipment & Technology
160B -1.44%
Healthcare
Other Advanced Medical Equipment & Technology
11.43B -9.69%
Healthcare
Other Pharmaceuticals
150B +31.23%
Healthcare
Diagnostic & Testing Substances
661M -48.29%
Healthcare
Other Medical Equipment, Supplies & Distribution
8.53B -3.29%
Healthcare
Diagnostic & Testing Substances
1.13B +44.99%
Healthcare
Other Advanced Medical Equipment & Technology
7.3B -18.07%
Healthcare
Other Advanced Medical Equipment & Technology
19.71B -3.49%
Healthcare
Diagnostic & Testing Substances
2.25B +23.75%
Healthcare
Other Biotechnology & Medical Research
238M -24.51%
Healthcare
Other Biotechnology & Medical Research
9.07B -0.16%
Healthcare
Telemedicine Services
1.35B -16.50%
Healthcare
Bio Therapeutic Drugs
203M -57.98%
Healthcare
Other Biotechnology & Medical Research
14.19B -11.37%
Healthcare
Other Medical Equipment, Supplies & Distribution
7.45B -
Healthcare
Other Pharmaceuticals
44.82B +5.48%
Healthcare
Other Biotechnology & Medical Research
2.67B +9.23%
Healthcare
Bio Therapeutic Drugs
1.25B -39.45%
Industrials
Freight Logistics
478M +22.62%
Healthcare
Bio Therapeutic Drugs
23.14B -15.53%
Healthcare
Biopharmaceuticals
10.82B -33.38%
Healthcare
Other Pharmaceuticals
148B -1.88%
Healthcare
Diagnostic & Testing Substances Manufacturers
2.33B -81.69%
Healthcare
Bio Therapeutic Drugs
125M -34.55%
Healthcare
Bio Therapeutic Drugs
8.34B +226.81%
Healthcare
Other Biotechnology & Medical Research
121M +31.76%
Healthcare
Other Biotechnology & Medical Research
526M -5.80%
Healthcare
Other Biotechnology & Medical Research
236M +90.55%
Healthcare
Bio Diagnostics & Testing
537M -32.11%
Healthcare
Bio Therapeutic Drugs
220M -21.13%
Healthcare
Bio Diagnostics & Testing
2.44B +7.29%
Healthcare
Medical & Diagnostic Laboratories
215M +196.30%
Healthcare
Bio Therapeutic Drugs
359M -73.59%
Healthcare
Bio Therapeutic Drugs
1.37B +214.72%
Healthcare
Medical & Diagnostic Laboratories
581M +37.40%

News of the components

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

Heatmap

Calendar of the components

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

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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