Cathie Wood's ARK Invest loads up on defense, air taxi stocks. Navy awards contracts to Lockheed, Northrop. U.S. announces foreign military sales.
Cathie Wood sells surging tech stock to load up on defense stock.
ARK is increasing holdings in AI and autonomous technology, such as Figma, CoreWeave, AMD, Aurora Innovation, and U.S. defense companies like Kratos, while cutting positions in legacy aerospace, ...
One fund leans into disruptive tech, while the other sticks to industry stalwarts—cost, volatility, and sector focus set them apart for investors.