10 Stocks Cathie Wood Is Loading Up On in 2026

Cathie Wood is known for making bold, high-conviction bets on the future of technology and innovation. As the head of ARK Invest, her portfolio often reflects where she believes the market is headed next.

In 2026, her strategy continues to focus on disruptive industries like artificial intelligence, robotics, and next-generation energy. This list highlights 10 stocks she’s investing in heavily right now, along with what makes each one stand out.

For investors, following moves like these can offer insight into emerging trends and long-term opportunities. While not every pick will pay off, understanding where major investors are placing their money can help shape smarter investing decisions.

• Price: $221
• Value of Cathie's stake: $296.4 million
• Weight: 3.45%
• Year-to-date performance: 83.56%

• Industry: Semiconductor manufacturing.
• Rationale for investing: AMD is an AI chipmaker alternative to Nvidia with higher potential upside. If AMD can capture a big portion of market share, it can lead to significant gains.
• Positive catalyst(s): Benefiting more from AI CapEx and undercutting Nvidia with viable products.

• Price: $94
• Value of Cathie's stake: $294.3 million
• Weight: 3.77%
• Year-to-date performance: 60.33%

• Industry: Gaming platform and virtual world.
• Rationale for investing: Leading metaverse platform with strong user engagement and monetization among younger demographics.
• Positive catalyst(s): Expanding beyond gaming into education, social experiences, and virtual commerce.

• Price: $188
• Value of Cathie's stake: $299.8 million
• Weight: 3.84%
• Year-to-date performance: 149.42%

• Industry: Big data analytics and AI software.
• Rationale for investing: Leading AI-powered data analytics platform serving government and commercial clients with sticky, high-margin contracts.
• Positive catalyst(s): Expanding commercial customer base and increasing AI integration.

• Price: $123
• Value of Cathie's stake: $337.1 million
• Weight: 4.32%
• Year-to-date performance: 212.83%

• Industry: Financial technology and brokerage services.
• Rationale for investing: Disrupting traditional brokerage with commission-free trading and crypto trading. Popular with younger people.
• Positive catalyst(s): Growing crypto trading volume and an increasing number of retail investors.

• Price: $74
• Value of Cathie's stake: $400.8 million
• Weight: 5.14%
• Year-to-date performance: 115.65%

• Industry: AI-powered precision medicine.
• Rationale for investing: Using AI to analyze clinical and molecular data to personalize cancer treatment and improve patient outcomes.
• Positive catalyst(s): Growing partnerships with healthcare systems and expanding AI usage in oncology.

• Price: $165
• Value of Cathie's stake: $403.4 million
• Weight: 5.17%
• Year-to-date performance: 53.21%

• Industry: E-commerce platform and services.
• Rationale for investing: Leading e-commerce infrastructure provider benefiting from digital transformation and small business growth.
• Positive catalyst(s): AI-powered commerce tools and expanding into enterprise markets.

• Price: $269
• Value of Cathie's stake: $431.5 million
• Weight: 5.53%
• Year-to-date performance: 4.59%

• Industry: Cryptocurrency exchange and services.
• Rationale for investing: Leading U.S. cryptocurrency exchange. Will benefit from mainstream crypto adoption and regulatory clarity.
• Positive catalyst(s): Growing institutional adoption. Plus, crypto ETF approvals and expanding financial services.

• Price: $106
• Value of Cathie's stake: $436.9 million
• Weight: 5.6%
• Year-to-date performance: 42.7%

• Industry: Connected TV and streaming platform.
• Rationale for investing: Leading streaming platform benefiting from cord-cutting trends and growing connected TV advertising market.
• Positive catalyst(s): Increasing ad revenue per user and international expansion opportunities.

• Price: $58
• Value of Cathie's stake: $440.7 million
• Weight: 4.97%
• Year-to-date performance: 40.21%

• Industry: Gene editing biotechnology.
• Rationale for investing: Revolutionary gene editing technology with potential to cure genetic diseases and transform healthcare.
• Positive catalyst(s): Clinical trial successes and FDA approvals for gene therapies.

• Price: $447
• Value of Cathie's stake: $948.3 million
• Weight: 12.16%
• Year-to-date performance: 17.82%

• Industry: Electric vehicles, with a recent pivot towards robots.
• Rationale for investing: Enthusiasm surrounding Tesla's Optimus robots and an EV sales rebound is causing the stock to surge.
• Positive catalyst(s): A bona fide robot that can do physical tasks, self-driving cars, and a successful robotaxi launch.