Topics & People

Individual investors buying and selling securities for their personal accounts.

A set of corporate tax cuts and incentives, such as full depreciation and expensing of R&D, that Cathie Wood believes will 'turbocharge' investment in innovation.

MAG Six
Topic

A group of six large-cap technology stocks (formerly Mag 7, with Tesla excluded) that have tripled in valuation from 2019-2024. Wood expects these to be outperformed by truly disruptive innovation stocks in the coming years.

An industry resulting from the convergence of robotics, energy storage, and AI. Wood cites autonomous taxis from Tesla and Waymo as examples of this S-curve-driven growth area.

The concept that the interaction and combination of different innovation platforms (like robotics, energy storage, and AI) will lead to explosive, non-linear growth.

A major innovation platform in Ark's thesis, which, when combined with AI, is expected to revolutionize healthcare. Wood considers this the most inefficiently priced part of the market.

Decentralized ledger technology underpinning crypto assets and smart contracts.

Energy Storage
Technology

One of the five major innovation platforms identified by Ark Invest, critical for technologies like autonomous mobility and humanoid robots.

Ark Invest's framework for analyzing the market, comprising five major platforms: robotics, energy storage, artificial intelligence, blockchain technology, and multiomic sequencing. These platforms involve 15 different technologies.

The core investment thesis of Ark Invest, focusing on technologically enabled new products or services that could potentially change the world. Cathie Wood expects 'truly disruptive innovation' to outperform traditional market leaders.

Ark Invest
Organization

An investment management firm founded by Cathie Wood, known for its actively managed exchange-traded funds (ETFs) like the ARC Innovation ETF, which focus on disruptive technologies.

Founder and CEO of Ark Invest, an investment management firm focusing on disruptive innovation. She advocates for a future of high GDP growth and low inflation driven by technology.