Cathie Wood's Ark bets on Google, Meta and CoreWeave; cuts AMD and Bitcoin ETF
ARK is upping exposure to genomics (Intellia), AI (CoreWeave, Alphabet, Meta), fintech, consumer internet (Robinhood, Roblox, Spotify), and defense (Kratos). It is reducing exposure to semiconductors (AMD), crypto ETFs (ARKB), crypto/financial infra (Bullish, ICE, Iridium), space, streaming (Rocket Lab, Roku) and synthetic biology (Twist Bioscience).