· 9
+7.6%
since Sep 3
The idea
I believe medicine by 2045 will look completely different: diseases edited at the genetic root, drugs designed by AI instead of tested by hand, cancers caught at stage one instead of stage four. About a quarter of this portfolio sits in steady tools and equipment makers who get paid regardless of which cure wins, while the rest is spread across gene editing, AI drug discovery, early detection, and new surgical care, with a small cash buffer.
What it owns
- Companies that supply instruments, reagents, manufacturing equipment, and components across the life sciences industry benefit from spending growth regardless of which specific cures succeed. · Thermo Fisher ScientificIt sells instruments, reagents, and manufacturing services to nearly every biotech and pharma company, so it collects revenue across all outcome scenarios in this take., DanaherIt supplies equipment and consumables used to manufacture biologic drugs, gene therapies, and diagnostics, and gets paid on production volume rather than which drug succeeds., Agilent TechnologiesIt sells analytical instruments and lab services across pharma, diagnostics, and applied markets, benefiting from research spending growth by drug developers., West Pharmaceutical ServicesIt makes the stoppers, seals, and delivery components for injectable drugs including nearly every biologic, so it gets paid per dose as injectables multiply., IlluminaIts machines drove the cost of reading a genome from millions toward a hundred dollars, and cheap sequencing underpins everything else in this take., 10x GenomicsIt sells instruments that let researchers read biology one cell at a time, the resolution gene editing and AI discovery both need to succeed.28%
- Companies developing gene therapies, base editing, and precision medicines that transform serious diseases from fatal or chronic into manageable or curable conditions. · Vertex PharmaceuticalsIt already converted cystic fibrosis from a death sentence into a managed condition and approved Casgevy, one of the first gene edits, demonstrating the cures this take predicts are real., CRISPR TherapeuticsIt got Casgevy approved for sickle cell and beta thalassemia, proof that editing genes in patients actually works in practice., Regeneron PharmaceuticalsIt built its pipeline on one of the world's largest human genetic databases, exactly the gene-first medicine this take expects to drive future drug development., ARK Genomic Revolution ETFIt spreads the genomic medicine bet across dozens of smaller companies this take doesn't hold directly, so breakthroughs from unexpected players still get captured., Intellia TherapeuticsIt edits genes inside the patient's body with a single infusion, no cell extraction needed, which is the harder version of what first-generation gene therapies do., Beam TherapeuticsIts base editing changes a single DNA letter without cutting the strand, in principle safer and more precise than first-generation CRISPR therapies.27%
- Companies using artificial intelligence, computational biology, and large datasets to identify drug candidates faster and more efficiently than traditional screening methods. · NVIDIAEvery AI drug discovery effort from protein folding models to automated screening runs on its chips, so it captures the AI-designed-drugs trend without betting on any single pipeline., Tempus AIIt turns real patient records and genomic data into the training material AI drug discovery needs and sells that data to pharmaceutical companies., Recursion PharmaceuticalsIt runs millions of automated cell experiments and trains AI on the results to find drugs humans would miss, backed by computing power from NVIDIA., SchrodingerIts software simulates how molecules behave before anyone synthesizes them, replacing trial and error with computation in drug discovery.16%
- Companies rebuilding how patients manage chronic disease through continuous monitoring, automation, and minimally invasive procedures instead of traditional office visits. · Intuitive SurgicalIts da Vinci robots are the standard platform for minimally invasive surgery, and each installed system generates recurring instrument revenue for years., DexComIts continuous glucose monitors replace finger sticks with a live data stream, rebuilding diabetes care around real-time information instead of periodic testing., InsuletIts Omnipod pairs with glucose monitors to automate insulin dosing, effectively an artificial pancreas worn on the skin rather than a traditional pump.13%
- Companies developing blood tests and other non-invasive screening tools that catch cancer and disease progression months or years earlier than conventional imaging. · Guardant HealthIts Shield blood test screens for colorectal cancer with a simple draw instead of a colonoscopy, capturing the catch-it-early approach this take predicts., NateraIts Signatera test finds traces of cancer in blood after treatment, catching recurrence months before a scan would, a core example of blood-based early detection.8%
- Cash8%