investment themes

Genomics

1. CRISPR Therapeutics AG (CRSP), Intellia Therapeutics (NTLA), Editas Medicine (EDIT)
   • Leading gene editing companies
   • Thumb twiddling, while waiting for impactful progress and reasonable entry points
2. AquaBounty Technologies Inc. (AQB)
   • Specialises in land-based seafood farming
   • Produce and farm genetically engineered salmon spawns

3D-Printing

1. Desktop Metal Inc. (DM)
   • Manufactures 3D-printers and provides additive manufacturing solutions across a very broad range of industries.
   • Challenges in automation and mass production of 3D-printed components.
   • Probably still struggling to streamline processes across acquired businesses.
2. Nano Dimension (NNDM)
   • TODO

Clean Energy & Energy Storage

1. QuantumScape (QS)
   • TODO

FinTech

1. NU Holdings Ltd. (NU)
   • Latin America’s largest fintech and neobank
2. SOFI (SOFI)
   • TODO

AI (Software, Data Centers and Semiconductors)

1. Microsoft (MSFT)
   • TODO
2. Amazon (AMZN)
   • TODO
3. Google (GOOGL)
   • TODO
4. Taiwan Semiconductors (TSM)
   • TODO
5. Applied Materials (AMAT)
   • TODO
6. Lam Research (LRCX)
   • TODO