−4.1%
since Oct 2
The idea
I believe medicine in 2045 looks nothing like it does today, with diseases fixed at the gene level, drugs designed by AI, cancer caught at stage one from a blood draw, and care delivered through robots and sensors rather than scalpels and finger sticks. Since nobody can pick the single winning cure, this basket spreads across the whole pipeline: a quarter in the tools and equipment makers every lab depends on, then gene editing, AI drug discovery, early detection, and new care delivery, with a small cash buffer set aside to add to winners along the way.
What it owns
- These companies sell the instruments, reagents, manufacturing equipment, and consumables that every drugmaker and research lab depends on, so they get paid regardless of which cure wins. · Thermo Fisher ScientificIt sells the instruments, reagents, and manufacturing services that nearly every drugmaker and lab depends on, so it gets paid whichever cure wins., DanaherIt owns the equipment and consumables that biologic drugs and gene therapies are manufactured with, so more cures mean more of its kit gets bought., West Pharmaceutical ServicesIt makes the stoppers, seals, and delivery components that injectable drugs, including new biologics and gene therapies, physically require, benefiting from rising injectable medicine volumes., IlluminaIts machines read most of the DNA sequenced on earth, and cheap sequencing is the raw input for everything else in this take, from editing to early detection., Agilent TechnologiesIt sells the analytical instruments and consumables that labs use every day, a steady tool that benefits from rising global research and diagnostics spending., 10x GenomicsIt makes the tools researchers use to study biology one cell at a time, the resolution that next-generation cures get discovered at, benefiting from rising research budgets.28%
- These companies are proving that curing diseases at the root is a real business, from gene editing to genetic drug discovery to emerging approaches that could transform common conditions. · Vertex PharmaceuticalsIt turned cystic fibrosis from a death sentence into a managed condition and brought Casgevy, one of the first CRISPR treatments, to patients, proving that curing diseases at the root works as a business., CRISPR TherapeuticsIt co-owns Casgevy, the first approved CRISPR medicine, making it the most de-risked pure gene editor and proving the approach works in patients., Regeneron PharmaceuticalsIt built one of the largest human genetic databases and uses it to pick drug targets, bridging old pharma and gene-based medicine as it brings new drugs from that genetics engine., Beam TherapeuticsIts base editing changes single DNA letters without cutting the strand, potentially safer and more precise than first-generation CRISPR, advancing in early clinical trials., Intellia TherapeuticsIt is furthest along at editing genes inside a living patient rather than in cells removed and returned, the approach that makes gene editing scalable to common diseases., ARK Genomic Revolution ETFIt holds dozens of smaller genomics and biotech companies, catching breakthroughs from firms too early or too small to pick individually, betting on the field broadly.27%
- These companies are applying machine learning and computational biology to find and design drugs faster than traditional methods, powered by specialized hardware and vast datasets. · NVIDIAEvery AI drug discovery model, protein structure predictor, and genomics pipeline in this take trains and runs on its chips, making it the default supplier of that compute., Tempus AIIt is building the clinical and molecular dataset that AI medicine trains on and selling both diagnostics and data to drugmakers, growing revenue as AI-driven biology advances., SchrodingerIts software simulates how molecules behave before synthesis, and major drugmakers already license it, showing that computational design is displacing wet-lab trial and error., Recursion PharmaceuticalsIt runs automated labs generating biology data at industrial scale to feed AI drug-hunting models, a speculative bet that AI-designed drugs actually work in trials.16%
- These companies are replacing office visits and invasive procedures with continuous monitoring, automation, and robot-assisted surgery that deliver better outcomes and faster recovery. · Intuitive SurgicalIt dominates robot-assisted surgery, which is delivering better outcomes and shorter recoveries as more procedures shift to machines., DexComIt replaced finger-stick testing with continuous glucose monitoring, demonstrating how care can run on real-time data streams instead of periodic clinical visits., InsuletIt pairs a tubeless insulin pump with continuous monitoring to automate dosing decisions, functioning as an artificial pancreas that frees users from manual injections.13%
- These companies are catching disease from blood tests and genetic screening instead of waiting for symptoms, shifting medicine from late-stage treatment to early intervention. · Guardant HealthIts blood tests find and track cancer from a draw instead of a biopsy, shifting detection from late stage to early stage as screening adoption expands., NateraIt dominates prenatal genetic screening and is growing fast in cancer recurrence monitoring with DNA-based diagnostics that are becoming routine care.8%
- Cash8%