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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

Gene Therapy

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2001	GWS Glassman Wealth Services Vienna, Virginia	$175K	$0	4	0.16%	Maintained
2002	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$175K	+$181K	6	0.02%	New
2003	TIM Thompson Investment Management Madison, Wisconsin	$175K	$0	1	0.04%	Maintained
2004	ADL Asset Dedication LLC San Francisco, California	$172K	+$167K	7	0.11%	New
2005	Allworth Financial Folsom, California	$171K	-$154K	5	0.03%	Reduced
2006	HR Howe & Rusling Rochester, New York	$164K	+$26.2K	6	0.04%	Increased
2007	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$157K	+$137K	3	0.18%	New
2008	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$157K	$0	1	0%	Maintained
2009	IWC Integrated Wealth Counsel Carmel, California	$151K	$0	1	0.24%	Maintained
2010	EDRE Edmond de Rothschild (Europe) Luxembourg	$149K	$0	2	0.06%	Maintained
2011	BCM Blume Capital Management Berkeley, California	$146K	-$8.23K	5	0.1%	Reduced
2012	DAM Delta Asset Management Memphis, Tennessee	$146K	+$139K	4	0.03%	Increased
2013	RAM Riggs Asset Management Dallas, Pennsylvania	$146K	$0	3	0.07%	Maintained
2014	PSC Piper Sandler & Co Minneapolis, Minnesota	$145K	-$79.2K	1	0.37%	Reduced
2015	MG Meditor Group Hamilton, Bermuda	$142K	-$420K	1	0.07%	Reduced
2016	MUS Mitsubishi UFJ Securities Tokyo, Japan	$141K	-$168K	1	0.21%	Reduced
2017	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$140K	-$178K	1	0.03%	Reduced
2018	O'Shaughnessy Asset Management Stamford, Connecticut	$140K	-$205K	1	0%	Reduced
2019	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$135K	+$134K	3	0.13%	New
2020	CC Caxton Corporation Princeton, New Jersey	$132K	+$163K	1	0.55%	New
2021	WCM Wealthcare Capital Management Richmond, Virginia	$132K	$0	1	0.02%	Maintained
2022	FPB First PREMIER Bank Sioux Falls, South Dakota	$123K	+$123K	3	0.1%	New
2023	ECM Estabrook Capital Management New York	$121K	$0	3	0.02%	Maintained
2024	AFP Ausdal Financial Partners Davenport, Iowa	$113K	+$112K	9	0.06%	New
2025	QAM QCI Asset Management Pittsford, New York	$112K	$0	3	0.02%	Maintained