Explore our actively managed ARK Artificial Intelligence & Robotics Strategy. Discover the rapid advancements in AI, robotics and autonomous technology that are set to transform our world.
Our Artificial Intelligence (AI) and Robotics portfolio is the culmination of 10 years of in-depth research into the convergence of these transformative technologies and their real-world impact on the global economy. Our dynamic investment process allows us to tactically seize and size opportunities, distinguishing between near-term and long-term AI prospects.
We are confident that this theme will transcend the Magnificent 7 (which are nevertheless a minor allocation in our fund) and AI infrastructure stocks like Nvidia, TSMC and Arm, expanding into the enterprise and consumer opportunity of AI software. Our portfolio highlights not only well-known stocks like Tesla—what we consider the world’s largest AI project—but also Palantir, UiPath, Unity, Iridium, Kratos, and even Meta.
Join us as we deep dive into these companies, unpacking our valuation models and how they translate into a transformative, winner-take-most opportunity emerging from the AI and Robotics revolution.
Webinar recorded on 18th June 2024.
