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
47.46B -9.65%
Healthcare
Bio Therapeutic Drugs
1.42B -4.55%
Healthcare
Other Biotechnology & Medical Research
5.1B +2.04%
Healthcare
Bio Therapeutic Drugs
366M +18.98%
Healthcare
Other Biotechnology & Medical Research
274M +15.45%
Healthcare
Bio Therapeutic Drugs
689M -5.42%
Healthcare
Other Biotechnology & Medical Research
1.45B +39.04%
Healthcare
Other Biotechnology & Medical Research
136M -8.18%
Healthcare
Bio Diagnostics & Testing
937M -13.55%
Healthcare
Bio Therapeutic Drugs
2.43B +14.18%
Healthcare
Other Biotechnology & Medical Research
12.36B -3.51%
Healthcare
Diagnostic & Testing Substances Manufacturers
2.17B -2.22%
Healthcare
Diagnostic & Testing Substances
14.45B +9.79%
Healthcare
Medical & Diagnostic Laboratories
31.99B +0.94%
Healthcare
Bio Therapeutic Drugs
135M -4.43%
Healthcare
Biopharmaceuticals
61.16B +94.70%
Healthcare
Bio Therapeutic Drugs
21.08B +26.53%
Technology
Other Software
1.24B -6.10%
Healthcare
Bio Diagnostics & Testing
2.67B +7.88%
Healthcare
Bio Therapeutic Drugs
1.78B +1.63%
Healthcare
Other Pharmaceuticals
3.8B +2.06%
Healthcare
Other Biotechnology & Medical Research
151M +2.45%
Healthcare
Biopharmaceuticals
1.89B +3.86%
Healthcare
Biopharmaceuticals
2.54B +30.55%
Healthcare
Other Advanced Medical Equipment & Technology
1.05B +9.47%
Healthcare
Bio Diagnostics & Testing
19.44B +0.86%
Healthcare
Other Biotechnology & Medical Research
17.21B +8.77%
Healthcare
Biopharmaceuticals
20.85B +7.53%
Healthcare
Bio Diagnostics & Testing
3.29B -1.26%
Healthcare
Other Biotechnology & Medical Research
48.93B +3.98%
Healthcare
Bio Therapeutic Drugs
1.25B -17.09%
Healthcare
Other Biotechnology & Medical Research
293M -16.81%
Healthcare
Other Advanced Medical Equipment & Technology
346M +16.35%
Healthcare
Bio Diagnostics & Testing
1.03B +6.21%
Healthcare
Medical Devices & Implants
499M +26.21%
Healthcare
Other Biotechnology & Medical Research
3.95B +13.45%
Healthcare
Other Medical Equipment, Supplies & Distribution
24.07B +1.57%
Healthcare
Other Advanced Medical Equipment & Technology
667M +18.18%
Healthcare
Medical & Diagnostic Laboratories
1.65B +8.76%
Healthcare
Biopharmaceuticals
10.49B -8.14%
Technology
Other Software
1.51B +7.95%
Healthcare
Other Biotechnology & Medical Research
878M +24.25%
Healthcare
Medical Diagnostic & Testing Equipment
198M +4.19%
- - 18.45B -
Healthcare
Biopharmaceuticals
75.21B -5.03%
Healthcare
Other Advanced Medical Equipment & Technology
39.59B +2.62%
Healthcare
Other Biotechnology & Medical Research
9.8B +0.49%
Healthcare
Other Biotechnology & Medical Research
40.48B +5.44%
Healthcare
Other Biotechnology & Medical Research
10.7B +16.77%
Healthcare
Other Biotechnology & Medical Research
1.3B +15.74%
Healthcare
Other Advanced Medical Equipment & Technology
232B +6.78%
Healthcare
Other Pharmaceuticals
270B +3.39%
Healthcare
Other Advanced Medical Equipment & Technology
167B +3.09%
Healthcare
Other Advanced Medical Equipment & Technology
12.75B +16.28%
Healthcare
Other Biotechnology & Medical Research
635M +4.91%
Healthcare
Other Pharmaceuticals
155B +1.77%
Healthcare
Other Advanced Medical Equipment & Technology
21.64B +8.00%
Healthcare
Diagnostic & Testing Substances
552M -3.74%
Healthcare
Diagnostic & Testing Substances
1.17B +2.85%
Healthcare
Other Medical Equipment, Supplies & Distribution
8.44B +3.48%
Healthcare
Other Advanced Medical Equipment & Technology
7.35B +2.72%
Healthcare
Diagnostic & Testing Substances
2.6B +25.81%
Healthcare
Other Biotechnology & Medical Research
10.81B +10.14%
Healthcare
Telemedicine Services
1.11B -10.29%
Healthcare
Other Biotechnology & Medical Research
13.94B +0.21%
Healthcare
Other Medical Equipment, Supplies & Distribution
8.29B -
Healthcare
Other Pharmaceuticals
50.71B +4.92%
Healthcare
Other Biotechnology & Medical Research
209M -4.33%
Healthcare
Other Biotechnology & Medical Research
3.08B +12.63%
Healthcare
Bio Therapeutic Drugs
2.5B -19.71%
Healthcare
Other Biotechnology & Medical Research
221M +54.25%
Industrials
Freight Logistics
552M +14.90%
Healthcare
Bio Therapeutic Drugs
27.35B +14.50%
Healthcare
Bio Therapeutic Drugs
207M +18.92%
Healthcare
Biopharmaceuticals
16.34B +41.84%
Healthcare
Other Pharmaceuticals
146B +3.01%
Healthcare
Diagnostic & Testing Substances Manufacturers
2.21B -1.81%
Healthcare
Other Biotechnology & Medical Research
111M -0.77%
Healthcare
Bio Therapeutic Drugs
137M +21.11%
Healthcare
Other Biotechnology & Medical Research
543M +14.92%
Healthcare
Bio Therapeutic Drugs
8.77B -3.84%
Healthcare
Bio Diagnostics & Testing
568M +20.62%
Healthcare
Other Biotechnology & Medical Research
198M -0.98%
Healthcare
Bio Therapeutic Drugs
174M -18.32%
Healthcare
Bio Diagnostics & Testing
2.92B +16.84%
Healthcare
Medical & Diagnostic Laboratories
345M +58.86%
Healthcare
Bio Therapeutic Drugs
394M +3.70%
Healthcare
Bio Therapeutic Drugs
1.22B +12.53%
Healthcare
Medical & Diagnostic Laboratories
648M +13.11%

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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