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Genomics & Gene Editing

Genomics reads the genetic code and gene editing rewrites it, which can turn an inherited disease from a lifelong condition into a single treatment. Sequencing cost has fallen far enough to make study at population scale routine.

199 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2001
LS
Lupo Securities
Illinois
$115K -$465K 4 0.46% Reduced
2002
CHC
City Holding Co
West Virginia
$114K $0 2 0.06% Maintained
2003
QAM
QCI Asset Management
New York
$110K +$4.69K 3 0.02% Increased
2004
DIA
Davidson Investment Advisors
Montana
$103K +$98.8K 1 0.02% Increased
2005
IAMA
Impax Asset Management (AIFM)
United Kingdom
$94.7K +$95.5K 3 0.03% New
2006
Balentine LLC
Balentine LLC
Georgia
$94K +$44K 4 0.02% Increased
2007
SHJ
Sharkey, Howes & Javer
Colorado
$94K $0 1 0.07% Maintained
2008
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$89K -$563K 1 0.03% Reduced
2009
ECM
Estabrook Capital Management
New York
$88.4K -$17.5K 2 0.01% Reduced
2010
PC
Palo Capital
California
$86K -$575K 1 0.07% Reduced
2011
AFG
Albion Financial Group
Utah
$84K $0 1 0.01% Maintained
2012
WAS
Winch Advisory Services
Wisconsin
$83K +$80.5K 2 0.05% New
2013
BAM
Bruderman Asset Management
New York
$82K -$14.4K 2 0.03% Reduced
2014
RGI
River Global Investors
United Kingdom
$82K $0 1 0.1% Maintained
2015
LWA
Lenox Wealth Advisors
New York
$78K -$21.8K 3 0.03% Reduced
2016
NSIM
North Star Investment Management
Illinois
$69K $0 5 0.01% Maintained
2017
ANBT
American National Bank & Trust
Texas
$67K -$205K 5 0.03% Reduced
2018
Waverly Advisors
Waverly Advisors
Alabama
$66K +$8.53K 1 0.04% Increased
2019
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$65K $0 3 0.01% Maintained
2020
CWM
Catamount Wealth Management
Connecticut
$65K -$2.98M 1 0.05% Reduced
2021
HCM
Horrell Capital Management
Arkansas
$65K -$88K 1 0.04% Reduced
2022
WA
WealthTrust-Arizona
Arizona
$65K -$6.56K 5 0.04% Reduced
2023
WP
WealthPLAN Partners
Nebraska
$64K +$38.4K 4 0.03% Increased
2024
SGC
South Georgia Capital
Illinois
$63K +$59.6K 2 0.13% New
2025
SGCA
Steel Grove Capital Advisors
Tennessee
$63K $0 1 0.01% Maintained