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Benzinga
Benzinga
Business
Chandrima Sanyal

Cathie Wood's ARK Is Quietly Building an AI Picks-and-Shovels Portfolio

ARK Cathie Wood Nvidia Ark Invest ETF NYSE ARKK Artificial Intelligence Cerebras Palantir
Ark Invest

Cathie Wood’s ARK Invest is increasingly shifting its AI exposure away from application-layer software and toward the infrastructure required to power artificial intelligence at scale.

The pattern is visible across its actively managed ETFs, where recent buying has concentrated in Nvidia Corp (NASDAQ:NVDA), Cerebras Systems Inc (NASDAQ:CBRS), CoreWeave Inc (NASDAQ:CRWV) and Cloudflare Inc (NYSE:NET), while positions in software and consumer-facing tech names such as Roblox Corp (NYSE:RBLX), Palantir Technologies Inc (NASDAQ:PLTR) and Snowflake Inc (NYSE:SNOW) have been trimmed.

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