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
39.39B -28.37%
Healthcare
Bio Diagnostics & Testing
1.62B +35.53%
Healthcare
Other Biotechnology & Medical Research
626M -27.39%
Healthcare
Other Biotechnology & Medical Research
5.29B +2.99%
Healthcare
Other Biotechnology & Medical Research
12.51B -4.71%
Healthcare
Other Biotechnology & Medical Research
197M -16.16%
Healthcare
Other Biotechnology & Medical Research
1.97B +60.40%
Healthcare
Bio Therapeutic Drugs
545M -30.00%
Healthcare
Bio Therapeutic Drugs
1.96B +24.00%
Healthcare
Bio Therapeutic Drugs
1.74B +15.50%
Healthcare
Bio Therapeutic Drugs
166M -20.30%
Healthcare
Diagnostic & Testing Substances Manufacturers
2.56B +14.35%
Healthcare
Other Biotechnology & Medical Research
245M +4.83%
Healthcare
Bio Therapeutic Drugs
1.38B -58.41%
Healthcare
Other Biotechnology & Medical Research
191M +27.67%
Healthcare
Diagnostic & Testing Substances
12.69B -5.32%
Healthcare
Bio Therapeutic Drugs
1.76B -20.29%
Healthcare
Medical Diagnostic & Testing Equipment
309M +51.05%
Healthcare
Bio Therapeutic Drugs
17.26B +5.15%
Healthcare
Bio Diagnostics & Testing
2.21B -16.63%
Healthcare
Other Pharmaceuticals
4.44B +16.61%
Healthcare
Biopharmaceuticals
10.45B -11.53%
Healthcare
Biopharmaceuticals
21.57B +79.32%
Healthcare
Other Biotechnology & Medical Research
259M +62.58%
Healthcare
Other Advanced Medical Equipment & Technology
1.09B +10.53%
Healthcare
Medical & Diagnostic Laboratories
27.82B -13.07%
Healthcare
Biopharmaceuticals
1.71B -8.58%
Technology
Scientific & Precision Equipment
106M 0.00%
Healthcare
Biopharmaceuticals
3.54B +77.21%
Healthcare
Other Advanced Medical Equipment & Technology
133M -55.97%
Healthcare
Bio Diagnostics & Testing
3.23B -5.70%
Healthcare
Other Biotechnology & Medical Research
43.39B -10.41%
Healthcare
Other Advanced Medical Equipment & Technology
438M -27.54%
Healthcare
Medical Devices & Implants
523M +22.33%
Healthcare
Biopharmaceuticals
72.73B -7.66%
Healthcare
Bio Diagnostics & Testing
715M +45.85%
Healthcare
Other Medical Equipment, Supplies & Distribution
18.74B -21.76%
Healthcare
Bio Diagnostics & Testing
1.13B +14.38%
Healthcare
Medical & Diagnostic Laboratories
1.17B -26.36%
Industrials
Freight Logistics
685M +37.19%
Healthcare
Bio Therapeutic Drugs
262M +40.86%
Healthcare
Other Biotechnology & Medical Research
12.11B -25.70%
Healthcare
Biopharmaceuticals
19.69B +1.57%
Healthcare
Biopharmaceuticals
46.63B +45.80%
Technology
Other Software
981M -28.86%
Healthcare
Diagnostic & Testing Substances
601M -51.05%
- - 15.87B -
Healthcare
Other Advanced Medical Equipment & Technology
32.67B -18.09%
Healthcare
Other Advanced Medical Equipment & Technology
21.47B +8.65%
Healthcare
Other Advanced Medical Equipment & Technology
173B -21.89%
Healthcare
Diagnostic & Testing Substances
405M -31.54%
Healthcare
Other Biotechnology & Medical Research
29.83B -23.01%
Healthcare
Other Advanced Medical Equipment & Technology
121B -27.26%
Healthcare
Other Pharmaceuticals
163B +8.78%
Healthcare
Other Biotechnology & Medical Research
6.83B -31.07%
Healthcare
Other Biotechnology & Medical Research
7.57B -19.37%
Healthcare
Other Pharmaceuticals
275B +5.72%
Healthcare
Other Advanced Medical Equipment & Technology
6.72B -8.15%
Healthcare
Other Biotechnology & Medical Research
1.08B -4.59%
Healthcare
Other Advanced Medical Equipment & Technology
11.29B +2.27%
Healthcare
Diagnostic & Testing Substances
2.74B +25.69%
Technology
Other Software
967M -41.77%
Healthcare
Other Medical Equipment, Supplies & Distribution
6.81B -19.54%
Healthcare
Other Biotechnology & Medical Research
8.56B -15.55%
Healthcare
Telemedicine Services
1.31B -1.14%
Healthcare
Other Biotechnology & Medical Research
3.22B +14.54%
Healthcare
Other Medical Equipment, Supplies & Distribution
5.67B -
Healthcare
Other Biotechnology & Medical Research
4.25B +23.03%
Healthcare
Other Pharmaceuticals
52.58B +6.76%
Healthcare
Diagnostic & Testing Substances Manufacturers
2.11B -9.85%
Healthcare
Other Biotechnology & Medical Research
304M +49.27%
Healthcare
Other Biotechnology & Medical Research
9.51B -34.72%
Healthcare
Other Pharmaceuticals
146B +3.65%
Healthcare
Bio Therapeutic Drugs
23.8B -1.95%
Healthcare
Other Biotechnology & Medical Research
273M -19.48%
Healthcare
Bio Therapeutic Drugs
278M +121.86%
Healthcare
Bio Therapeutic Drugs
10.24B +17.10%
Healthcare
Other Biotechnology & Medical Research
198M +88.94%
Healthcare
Other Biotechnology & Medical Research
583M +4.33%
Healthcare
Other Biotechnology & Medical Research
274M +87.58%
Healthcare
Other Biotechnology & Medical Research
114M +1.92%
Healthcare
Other Biotechnology & Medical Research
878M +43.65%
Healthcare
Diagnostic & Testing Substances
571M +1.06%
Healthcare
Bio Therapeutic Drugs
974M -12.53%
Healthcare
Bio Therapeutic Drugs
784M +66.42%
Healthcare
Bio Diagnostics & Testing
2.43B -1.01%
Healthcare
Bio Therapeutic Drugs
396M +2.28%

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