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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.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Summary and investor key points for the Patient Platforms basket based on provided market capitalisation breakdown.

Key Takeaways for Investors:
  • Large-cap dominance implies generally lower volatility and closer tracking of broad market performance, so returns likely more stable.
  • Suitable as a core portfolio holding for diversified exposure, rather than a speculative, high-growth allocation.
  • Expect steady long-term appreciation rather than rapid gains; growth is likely incremental, not explosive.
Total Market Cap
  • ISRG: $164.04B

  • ILMN: $15.21B

  • ASML: $400.56B

  • Other

About This Group of Stocks

1

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.

2

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.

3

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.

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.

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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.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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