What exactly is a "platform technology"?

A platform technology is a foundational system that enables the development of many other products, applications, or services. Unlike single-purpose products, platforms create entire ecosystems where many other businesses and innovations can build upon them. Examples include genomic sequencing machines that enable numerous medical breakthroughs, semiconductor manufacturing equipment that powers countless electronic devices, or robotic surgical systems that can perform a wide range of procedures. These technologies typically have widespread applications across multiple industries and create long-lasting value.

Why does this investment approach require patience?

Platform technologies often take years or even decades to fully mature and realize their potential. The companies in this collection are building complex, integrated systems that require significant development time, regulatory approvals (especially in healthcare), and market adoption. While this creates a longer timeline for returns, it also potentially offers greater rewards as these technologies become essential infrastructure. Patient investors allow these companies time to establish market dominance, expand their applications, and create the ecosystems that can generate substantial profits over the long term.

What role does AI play in these platform companies?

Artificial intelligence serves as a powerful accelerant for these platform technologies, speeding up development cycles and unlocking new applications. AI helps genomic platforms analyze complex biological data, improves the precision of robotic systems, optimizes semiconductor manufacturing, and enhances automation platforms. This technological convergence creates a virtuous cycle—many of these platforms generate massive amounts of data that further train AI systems, which then improve the platforms themselves. This synergy is dramatically shortening what would historically be much longer development horizons.

What are CRISPR-based technologies mentioned in several stocks?

CRISPR (Clustered Regularly Interspaced Short Palindromic Repeats) is a revolutionary gene-editing technology that allows scientists to precisely modify DNA sequences. Companies like CRISPR Therapeutics (CRSP), Intellia Therapeutics (NTLA), and Editas Medicine (EDIT) are developing therapeutic applications of this technology to potentially cure genetic diseases by correcting the underlying DNA mutations. This represents a fundamental platform for an entirely new approach to medicine, moving beyond treating symptoms to potentially curing diseases at their genetic source. As a platform technology, CRISPR could enable thousands of different therapeutic applications over many years.

What is EUV lithography that ASML provides?

EUV (Extreme Ultraviolet) lithography is an advanced semiconductor manufacturing technology that uses extremely short wavelength light to create incredibly tiny and precise patterns on silicon wafers. ASML holds a monopoly on these specialized machines, which are absolutely essential for manufacturing the world's most advanced computer chips. Each EUV machine costs around $150 million and contains over 100,000 parts, creating a significant barrier to competition. This technology is the foundation for continued advancement in computing power, enabling everything from smartphones to AI systems to quantum computing.

17 handpicked stocks

Patient Platforms

This carefully curated collection features companies building the technological foundations that will power innovation for decades to come. Our analysts have identified businesses creating essential infrastructure in genomics, AI, robotics, and advanced computing—platforms that could define their industries and generate substantial long-term returns.

Han Tan | Market Analyst

Published on June 17

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

Intuitive Surgical, Inc.

ISRG

Current price

$443.01

Dominates the robotic-assisted surgery market with its da Vinci platform, a foundational technology that continues to expand its applications and long...

Dominates the robotic-assisted surgery market with its da Vinci platform, a foundational technology that continues to expand its applications and long-term potential.

Illumina Inc.

ILMN

Current price

$99.30

Provides essential sequencing and array-based solutions that are fundamental to the entire genomics industry's long-term research and development.

ASML Holding NV

ASML

Current price

$1,030.17

Holds a monopoly on the critical EUV lithography machines required to manufacture the world's most advanced semiconductors, making it a foundational p...

Holds a monopoly on the critical EUV lithography machines required to manufacture the world's most advanced semiconductors, making it a foundational platform for the entire tech industry.

Taiwan Semiconductor Manufacturing Co.

TSM

Current price

$288.21

CRISPR Therapeutics AG

CRSP

Current price

$72.85

Intellia Therapeutics Inc.

NTLA

Current price

$20.44

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12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.

If you invested across these assets:

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In 12 months it might be worth:

$1,000.00

+53.88%

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About This Group of Stocks

Our Expert Thinking

We've identified companies building fundamental technological infrastructure that entire industries will depend on. These aren't simple product makers but ecosystem creators in genomics, AI, robotics, and advanced computing with deep intellectual property moats and multi-year growth runways.

What You Need to Know

This is a long-horizon investment approach. These companies are creating complex, integrated systems that may take years to fully mature but could dominate their industries once established. The rapid integration of AI is accelerating development timelines and expanding potential applications.

Why These Stocks

Each company selected is an undisputed technology leader with significant intellectual property and a platform others build upon. They represent the essential building blocks of future technological revolutions, with innovations that will likely power the next wave of scientific and industrial advancement.

Group Performance Snapshot

53.88%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 53.88% over the next year.

12 of 17

Stocks Rated Buy by Analysts

12 of 17 assets in this group are rated Buy by professional analysts.

9.8% vs 4%

Group Growth vs Bank interest

This group averaged a 9.8% return last month, beating the typical 4% bank rate.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔮

The Future Belongs to Platform Builders

These companies aren't just creating products—they're building the essential infrastructure that entire industries will depend on for decades. They're laying the groundwork for technologies we can barely imagine today.

🚀

AI is Accelerating Everything

The rapid integration of artificial intelligence is dramatically speeding up development cycles for these platform technologies. What might have taken a decade is now happening in years, creating potential growth catalysts.

🧠

Intellectual Property Powerhouses

These companies have built deep moats of intellectual property and technical expertise that can't be easily replicated. Their fundamental technologies are protected by patents and know-how that keeps competitors at bay.

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