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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
EWM
Edge Wealth Management
New York
$300K +$162K 7 0.09% Increased
2002
LP
LGL Partners
Pennsylvania
$300K $0 1 0.16% Maintained
2003
BCMO
Buckingham Capital Management (Ohio)
Ohio
$298K -$3.12K 1 0.07% Reduced
2004
RBF Capital
RBF Capital
California
$297K $0 1 0.04% Maintained
2005
PCM
Pointe Capital Management
Michigan
$296K -$47.2K 1 0.21% Reduced
2006
CIM
Contravisory Investment Management
Massachusetts
$295K +$166K 1 0.11% Increased
2007
Empirical Wealth Management
Empirical Wealth Management
Washington
$295K $0 1 0.07% Maintained
2008
QC
QCM Cayman
Texas
$292K +$54.4K 1 0.67% Increased
2009
ATC
Adirondack Trust Company
New York
$284K -$50.7K 3 0.23% Reduced
2010
CIS
Connors Investor Services
Pennsylvania
$284K $0 1 0.04% Maintained
2011
PIMJS
PKO Investment Management Joint-Stock
Poland
$283K +$282K 2 0.09% New
2012
BRF
B. Riley Financial
California
$279K $0 1 0.08% Maintained
2013
One Capital Management
One Capital Management
California
$279K $0 1 0.08% Maintained
2014
WIP
Wellesley Investment Partners
Massachusetts
$277K -$9.13K 1 0.12% Reduced
2015
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$275K -$11.8K 1 0.03% Reduced
2016
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$274K $0 1 0.11% Maintained
2017
MFBTD
MB Financial Bank - Trust Department
Illinois
$271K -$10.8K 3 0.03% Reduced
2018
BAM
Berkshire Asset Management
Pennsylvania
$270K -$30.2K 1 0.03% Reduced
2019
GW & Wade
GW & Wade
Massachusetts
$270K $0 1 0.03% Maintained
2020
RW
REDW Wealth
New Mexico
$269K $0 1 0.26% Maintained
2021
AIM
Advantage Investment Management
Iowa
$266K +$3.58K 13 0.09% Increased
2022
NBC
Neuberger Berman Canada
Ontario, Canada
$266K -$763K 1 0.05% Reduced
2023
BWM
Baystate Wealth Management
Massachusetts
$265K -$62.8K 6 0.05% Reduced
2024
EP
Edgestream Partners
New Jersey
$265K -$633K 1 0.1% Reduced
2025
JMFC
J.M. Forbes & Co
Massachusetts
$264K $0 1 0.07% Maintained