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
Bio Therapeutic Drugs
437M +12.29%
Healthcare
Other Biotechnology & Medical Research
8.37B +48.25%
Healthcare
Other Pharmaceuticals
41.06B +33.84%
Healthcare
Other Biotechnology & Medical Research
349M -35.93%
Healthcare
Bio Therapeutic Drugs
280M -39.91%
Healthcare
Diagnostic & Testing Substances Manufacturers
2.79B -29.86%
Healthcare
Bio Therapeutic Drugs
2.53B -2.61%
Healthcare
Other Biotechnology & Medical Research
5.21B +44.31%
Healthcare
Other Biotechnology & Medical Research
1.19B -1.07%
Healthcare
Other Biotechnology & Medical Research
152M +2.52%
Healthcare
Bio Therapeutic Drugs
2.29B -21.89%
Healthcare
Bio Therapeutic Drugs
567M +52.60%
Healthcare
Bio Diagnostics & Testing
624M -74.73%
Healthcare
Bio Therapeutic Drugs
788M -18.46%
Healthcare
Other Advanced Medical Equipment & Technology
448M -41.99%
Healthcare
Bio Diagnostics & Testing
1.8B +97.16%
Technology
Other Software
1.54B +8.92%
Healthcare
Biopharmaceuticals
2.01B -27.28%
Healthcare
Diagnostic & Testing Substances
6.23B +64.48%
Healthcare
Other Biotechnology & Medical Research
248M -37.32%
Healthcare
Biopharmaceuticals
54.72B +11.38%
Healthcare
Bio Therapeutic Drugs
13.81B +52.33%
Healthcare
Bio Therapeutic Drugs
1.27B -17.15%
Healthcare
Biopharmaceuticals
2.28B -18.16%
Healthcare
Other Biotechnology & Medical Research
563M +10.21%
Healthcare
Other Biotechnology & Medical Research
6.64B +19.36%
Healthcare
Medical & Diagnostic Laboratories
21.91B +1.35%
Healthcare
Other Pharmaceuticals
2.35B +13.58%
Healthcare
Other Advanced Medical Equipment & Technology
441M -19.67%
Healthcare
Bio Therapeutic Drugs
117M -51.76%
Healthcare
Other Biotechnology & Medical Research
4.15B +54.27%
Healthcare
Other Biotechnology & Medical Research
50.02B +5.11%
Healthcare
Bio Diagnostics & Testing
1.12B -5.98%
Healthcare
Medical & Diagnostic Laboratories
934M -55.95%
Healthcare
Bio Diagnostics & Testing
9.79B -7.62%
Healthcare
Medical Devices & Implants
277M -5.84%
Healthcare
Biopharmaceuticals
11.14B -11.61%
Healthcare
Bio Diagnostics & Testing
2.12B -31.62%
Healthcare
Biopharmaceuticals
13.28B -0.69%
Healthcare
Other Medical Equipment, Supplies & Distribution
23.18B +7.58%
- - 16.04B -
Technology
Other Software
1.8B +4.13%
Healthcare
Other Biotechnology & Medical Research
1.46B -14.61%
Healthcare
Other Biotechnology & Medical Research
672M -21.71%
Healthcare
Other Advanced Medical Equipment & Technology
35.02B -8.23%
Healthcare
Diagnostic & Testing Substances Manufacturers
1.79B -85.06%
Healthcare
Other Biotechnology & Medical Research
8.49B -24.84%
Healthcare
Other Advanced Medical Equipment & Technology
147B -10.76%
Healthcare
Other Advanced Medical Equipment & Technology
11.96B -9.06%
Healthcare
Other Biotechnology & Medical Research
10.42B +5.08%
Healthcare
Other Biotechnology & Medical Research
28.16B -17.15%
Healthcare
Bio Therapeutic Drugs
374M -18.80%
Healthcare
Other Advanced Medical Equipment & Technology
229M -44.59%
Healthcare
Other Biotechnology & Medical Research
9.3B -2.63%
Healthcare
Other Pharmaceuticals
209B -16.20%
Healthcare
Other Advanced Medical Equipment & Technology
164B -16.41%
Healthcare
Other Advanced Medical Equipment & Technology
6.64B -25.30%
Healthcare
Other Pharmaceuticals
136B +18.70%
Healthcare
Biopharmaceuticals
59.99B -20.30%
Healthcare
Diagnostic & Testing Substances
492M -61.05%
Healthcare
Medical Diagnostic & Testing Equipment
249M +215.45%
Healthcare
Diagnostic & Testing Substances
1.58B -10.86%
Healthcare
Bio Therapeutic Drugs
1.19B -37.75%
Healthcare
Other Biotechnology & Medical Research
193M -38.45%
Healthcare
Other Advanced Medical Equipment & Technology
15.71B -25.73%
Healthcare
Other Biotechnology & Medical Research
11.96B -28.22%
Healthcare
Other Medical Equipment, Supplies & Distribution
9.25B -
Healthcare
Telemedicine Services
1.46B -8.47%
Healthcare
Other Pharmaceuticals
46.91B +4.31%
Healthcare
Other Biotechnology & Medical Research
7.83B -13.65%
Healthcare
Other Medical Equipment, Supplies & Distribution
7B -21.78%
Industrials
Freight Logistics
379M -2.96%
Healthcare
Other Pharmaceuticals
146B -3.32%
Healthcare
Other Biotechnology & Medical Research
985M +95.57%
Healthcare
Other Biotechnology & Medical Research
584M +1.63%
Healthcare
Other Biotechnology & Medical Research
241M +126.77%
Healthcare
Bio Therapeutic Drugs
132M -30.30%
Healthcare
Bio Therapeutic Drugs
27.8B -0.93%
Healthcare
Biopharmaceuticals
13.01B -19.10%
Healthcare
Bio Diagnostics & Testing
393M -49.91%
Healthcare
Other Biotechnology & Medical Research
2.06B -14.68%
Healthcare
Diagnostic & Testing Substances
568M -26.23%
Healthcare
Bio Therapeutic Drugs
244M -12.45%
Healthcare
Bio Diagnostics & Testing
2.66B +18.20%
Healthcare
Bio Therapeutic Drugs
319M -76.45%
Healthcare
Bio Therapeutic Drugs
943M +156.44%
Healthcare
Medical & Diagnostic Laboratories
727M +74.56%

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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