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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
DCCA
D.C. Capital Advisors
New York
$190K +$363K 1 0.11% New
2002
ES
Equitec Specialists
Illinois
$189K +$157K 1 0.05% New
2003
GP
GLG Partners
United Kingdom
$186K +$240K 1 0.01% New
2004
CFG
CKW Financial Group
Hawaii
$185K +$31K 4 0.07% Increased
2005
HI
Hudock Inc
Pennsylvania
$184K +$192 5 0.1% Increased
2006
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$184K +$90.1K 4 0.02% Increased
2007
PFSC
Peoples Financial Services Corp
Pennsylvania
$184K -$10.5K 2 0.11% Reduced
2008
TDC
Thompson Davis & Co
Virginia
$183K +$17.5K 7 0.3% Increased
2009
CWM
Catamount Wealth Management
Connecticut
$182K -$1.66M 1 0.15% Reduced
2010
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$182K +$181K 1 0.01% New
2011
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$181K +$19.8K 7 0.05% Increased
2012
GWS
Glassman Wealth Services
Virginia
$181K +$13.9K 7 0.13% Increased
2013
PVH
Psagot Value Holdings
Israel
$173K -$16.5K 2 0.01% Reduced
2014
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$171K +$173K 2 0.16% New
2015
ACM
AUA Capital Management
Pennsylvania
$171K +$173K 3 0.16% New
2016
FPB
First PREMIER Bank
South Dakota
$170K +$17K 2 0.13% Increased
2017
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$169K -$73.5K 7 0.02% Reduced
2018
SC
SRB Corp
Massachusetts
$169K +$10.9K 1 0.02% Increased
2019
Global Retirement Partners
Global Retirement Partners
California
$167K +$171K 7 0.11% New
2020
PCC
Park Circle Company
Maryland
$162K $0 1 0.11% Maintained
2021
Sowell Financial Services
Sowell Financial Services
Arkansas
$162K +$158K 7 0.05% New
2022
CIAN
Capstone Investment Advisors (Netherlands)
New York
$160K +$165K 1 0.27% New
2023
FCE
Fiera Capital (Europe)
Cayman Islands
$159K +$116K 1 0.09% Increased
2024
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$157K +$174K 6 0% New
2025
Allworth Financial
Allworth Financial
California
$154K -$13K 4 0.02% Reduced