−4.7%
since Oct 1
The idea
I believe medicine by 2045 looks nothing like it does now: diseases fixed at the gene instead of managed with pills, drugs designed by AI, cancer caught at stage one from a blood draw, and care delivered through robots and sensors. Since nobody knows which specific cure wins, this basket spreads across the whole pipeline, tools and lab equipment used by every drugmaker, gene editing and established biotech, AI-driven drug discovery, early detection, and new care delivery, with no single name dominating.
What it owns
- These companies supply the instruments, reagents, manufacturing equipment, and consumables that every drugmaker and research lab depends on, so they profit regardless of which cure succeeds. · Thermo Fisher ScientificIt sells the instruments, reagents, and manufacturing services that nearly every drugmaker and lab depends on, so it profits from pharmaceutical and biotech research spending regardless of which breakthrough emerges., DanaherIt owns the equipment and consumables used to manufacture biologic drugs and gene therapies, so growth in the volume of advanced medicines produced directly drives its sales., Agilent TechnologiesIt sells analytical instruments and consumables that research and diagnostic labs use daily, profiting steadily from global spending on scientific research and clinical diagnostics., West Pharmaceutical ServicesIt manufactures the stoppers, seals, and delivery components that injectable drugs physically require, so it benefits whenever the volume of injectable medicines, especially new biologics and gene therapies, grows., IlluminaIts machines sequence most of the world's DNA and cheap sequencing provides the raw data for gene editing, early detection, and drug discovery, so it benefits from compounding volume across the entire field., 10x GenomicsIt makes tools that let researchers study biology at single-cell resolution, the level of detail where next-generation disease cures are discovered and designed.28%
- These companies are delivering or advancing gene therapies and genetic medicines that treat diseases at the root, proving that curing rather than managing disease is a viable business model. · Vertex PharmaceuticalsIt transformed cystic fibrosis from a fatal disease into a manageable condition and commercialized Casgevy, one of the first approved CRISPR treatments, proving gene editing can become a sustainable business., CRISPR TherapeuticsIt co-owns Casgevy, the first approved CRISPR medicine, reducing execution risk compared to earlier-stage gene editors, and growth depends on patient adoption in sickle cell and beta thalassemia., Regeneron PharmaceuticalsIt built one of the largest human genetic databases and uses it to identify drug targets, bridging traditional pharmaceutical development with gene-based medicine as aging blockbusters mature., Beam TherapeuticsIts base editing changes individual DNA letters without cutting the strand, potentially safer and more precise than first-generation CRISPR, though this bet depends on clinical trials demonstrating efficacy in people., Intellia TherapeuticsIt is furthest along at editing genes directly inside a living patient rather than in cells removed and returned, the approach needed to scale gene editing to common diseases across large populations., ARK Genomic Revolution ETFIt holds dozens of smaller genomics and biotech companies that are too early or too small to own individually, capturing breakthroughs across the entire genomic medicine field.27%
- These companies use machine learning and computational biology to design drugs and find disease patterns, automating the discovery process that traditionally relied on trial and error. · NVIDIAAI drug discovery models, protein structure prediction systems, and genomics pipelines train and run on its chips, so the take depends on artificial intelligence in biology staying compute-intensive., Tempus AIIt builds the clinical and molecular datasets that train AI medicine systems while selling diagnostics and data to drugmakers, so it profits from both AI-driven discovery and its data library's value., SchrodingerIts software simulates how molecules behave before synthesis, and major drugmakers already license it, so growth depends on computational design replacing lab trial and error in drug development., Recursion PharmaceuticalsIt runs automated labs generating biology data at scale to train drug-discovery AI, but success requires that artificial intelligence-designed drugs actually produce clinical wins in human trials.16%
- These companies replace traditional office visits and manual monitoring with continuous data streams and robot-assisted procedures that improve outcomes and reduce recovery time. · Intuitive SurgicalIt dominates robot-assisted surgery systems that deliver better outcomes with shorter recoveries, and widespread adoption of surgical robots depends on procedure volumes continuing to rise., DexComIt makes sensors that replace fingerstick testing with continuous glucose data, showing how real-time monitoring can replace episodic office visits in chronic disease management., InsuletIt makes a tubeless insulin pump that pairs with sensors to automate dosing, functioning as an artificial organ built from connected devices rather than a passive tool.13%
- These companies catch disease early through blood tests and genetic screening, shifting treatment from late stages when illness is advanced to early stages when outcomes improve. · NateraIt leads prenatal genetic screening and expands into cancer monitoring with its Signatera test, profiting as DNA-based diagnostics become routine clinical care across populations., Guardant HealthIts blood tests detect cancer from a simple draw and screen for colorectal cancer before symptoms appear, shifting diagnosis from advanced stages to early stages where treatment works better.8%
- Cash8%