@reconnect
ARK Invest’s portfolio stands out because it doesn’t chase today’s safe winners—it invests in tomorrow’s disruptive players. Rather than moving capital into established industries, ARK targets areas of transformative innovation: biotechnology, artificial intelligence, blockchain, robotics, and digital platforms. In biotech, it backs pioneers in gene editing and personalized medicine such as CRISPR, Beam Therapeutics, Twist Bioscience, and Illumina. In AI, it focuses on Nvidia, Palantir, Meta, and Amazon—companies providing the computing power and platforms fueling the AI revolution. Through Square, Shopify, and Robinhood, it embraces blockchain finance and the digital economy. In robotics and automation, it bets on Deere, Teradyne, and Tesla, covering autonomous driving, smart agriculture, and industrial robotics.
This strategy resembles a Cyberpunk 2100 vision