“It’s healthcare 2.0. This is going to change everything.” Kevin Kelly explains why now is a 2007 iPhone moment for many of the companies in his biotech-focused XDNA fund. Top holdings include Beam Therapeutics (BEAM), Intellia (NTLA), Editas Medicine (EDIT), Crispr Therapeutics (CRSP), Verve Therapeutics (VERV), and bluebird (BLUE). Kelly also weighs in on the hotel and lodging sector with the HOTL ETF. Top holdings include Vici Properties (VICI), Airbnb (ABNB), Hilton (HLT), Marriott (MAR), Hyatt (H), and Gaming & Leisure (GLPI).