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
41.57B -21.18%
Healthcare
Other Biotechnology & Medical Research
703M -15.58%
Healthcare
Bio Diagnostics & Testing
1.63B +45.05%
Healthcare
Other Biotechnology & Medical Research
4.68B -7.04%
Healthcare
Other Biotechnology & Medical Research
205M -13.67%
Healthcare
Bio Therapeutic Drugs
971M -35.10%
Healthcare
Bio Therapeutic Drugs
442M -40.49%
Healthcare
Other Biotechnology & Medical Research
1.51B +41.94%
Healthcare
Bio Therapeutic Drugs
2.45B -23.41%
Healthcare
Other Biotechnology & Medical Research
182M +18.24%
Healthcare
Diagnostic & Testing Substances
11.21B -16.30%
Healthcare
Bio Therapeutic Drugs
1.81B -16.38%
Healthcare
Bio Therapeutic Drugs
192M -9.90%
Healthcare
Other Biotechnology & Medical Research
266M +13.36%
Healthcare
Other Biotechnology & Medical Research
11.76B -10.01%
Healthcare
Diagnostic & Testing Substances Manufacturers
2.06B -7.22%
Healthcare
Medical & Diagnostic Laboratories
26.62B -18.00%
Healthcare
Bio Therapeutic Drugs
141M -9.95%
Healthcare
Biopharmaceuticals
49.13B +59.20%
Healthcare
Bio Therapeutic Drugs
18.25B +9.16%
Healthcare
Bio Diagnostics & Testing
2.03B -18.90%
Healthcare
Biopharmaceuticals
11.25B -1.55%
Healthcare
Biopharmaceuticals
20.76B +78.23%
Healthcare
Bio Therapeutic Drugs
1.23B -18.36%
Healthcare
Other Biotechnology & Medical Research
145M -1.23%
Healthcare
Medical Diagnostic & Testing Equipment
227M +15.62%
Healthcare
Biopharmaceuticals
1.65B -9.65%
Healthcare
Other Advanced Medical Equipment & Technology
968M 0.00%
Healthcare
Biopharmaceuticals
2.65B +36.44%
Technology
Scientific & Precision Equipment
102M -1.09%
Healthcare
Other Advanced Medical Equipment & Technology
222M -25.79%
Healthcare
Bio Diagnostics & Testing
2.55B -23.68%
Technology
Other Software
924M -30.03%
Healthcare
Other Advanced Medical Equipment & Technology
402M -28.88%
Healthcare
Bio Diagnostics & Testing
19.77B +1.98%
Healthcare
Medical Devices & Implants
325M -17.96%
Healthcare
Bio Diagnostics & Testing
871M -9.71%
Healthcare
Bio Therapeutic Drugs
190M +8.97%
Healthcare
Other Biotechnology & Medical Research
12.78B -19.81%
Healthcare
Biopharmaceuticals
76.53B -3.38%
Healthcare
Bio Diagnostics & Testing
451M -5.23%
Healthcare
Other Pharmaceuticals
4.05B +7.32%
Healthcare
Other Medical Equipment, Supplies & Distribution
17.87B -23.55%
- - 14.81B -
Industrials
Freight Logistics
390M -18.54%
Healthcare
Medical & Diagnostic Laboratories
1.02B -32.99%
Healthcare
Biopharmaceuticals
18.42B -6.31%
Healthcare
Other Advanced Medical Equipment & Technology
31.51B -18.05%
Healthcare
Other Biotechnology & Medical Research
3.1B -9.42%
Healthcare
Diagnostic & Testing Substances
760M -34.29%
Healthcare
Other Advanced Medical Equipment & Technology
18.19B -9.32%
Technology
Other Software
1.06B -24.52%
Healthcare
Other Advanced Medical Equipment & Technology
173B -19.86%
Healthcare
Diagnostic & Testing Substances
436M -24.23%
Healthcare
Other Biotechnology & Medical Research
7.96B -13.54%
Healthcare
Other Biotechnology & Medical Research
27.65B -26.92%
Healthcare
Other Biotechnology & Medical Research
8.37B -14.23%
Healthcare
Other Advanced Medical Equipment & Technology
132B -18.17%
Healthcare
Other Advanced Medical Equipment & Technology
9.57B -11.56%
Healthcare
Other Pharmaceuticals
286B +9.83%
Healthcare
Other Biotechnology & Medical Research
261M -24.91%
Healthcare
Other Biotechnology & Medical Research
865M +44.28%
Healthcare
Other Pharmaceuticals
180B +18.13%
Healthcare
Other Biotechnology & Medical Research
42.78B -10.56%
Healthcare
Other Advanced Medical Equipment & Technology
5.14B -28.36%
Healthcare
Other Medical Equipment, Supplies & Distribution
7.12B -13.26%
Healthcare
Diagnostic & Testing Substances
2.4B +15.21%
Healthcare
Telemedicine Services
958M -23.29%
Healthcare
Other Biotechnology & Medical Research
847M -23.39%
Healthcare
Other Medical Equipment, Supplies & Distribution
5.41B -
Healthcare
Other Biotechnology & Medical Research
7.51B -46.04%
Healthcare
Other Biotechnology & Medical Research
2.5B -9.24%
Healthcare
Other Biotechnology & Medical Research
7.65B -22.07%
Healthcare
Other Pharmaceuticals
56.15B +18.08%
Healthcare
Bio Therapeutic Drugs
136M +19.07%
Healthcare
Bio Therapeutic Drugs
21.88B -4.21%
Healthcare
Diagnostic & Testing Substances Manufacturers
1.72B -23.79%
Healthcare
Other Pharmaceuticals
151B +6.75%
Healthcare
Other Biotechnology & Medical Research
239M +19.02%
Healthcare
Bio Therapeutic Drugs
7.71B -17.08%
Healthcare
Other Biotechnology & Medical Research
140M +36.30%
Healthcare
Other Biotechnology & Medical Research
396M -18.17%
Healthcare
Other Biotechnology & Medical Research
212M +46.41%
Healthcare
Other Biotechnology & Medical Research
114M +1.92%
Healthcare
Bio Therapeutic Drugs
585M +75.18%
Healthcare
Bio Therapeutic Drugs
897M -17.44%
Healthcare
Bio Diagnostics & Testing
2.46B -2.54%
Healthcare
Bio Therapeutic Drugs
514M +34.76%
Healthcare
Diagnostic & Testing Substances
582M +0.53%

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