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30% of Cathie Wood's Portfolio Is Invested in These 5 Artificial Intelligence (AI) Stocks

Ark Investment Management is going all in on AI.

30% of Cathie Wood's Portfolio Is Invested in These 5 Artificial Intelligence (AI) Stocks

Published July 16, 2026 · Category: Finance

Overview

Many of the most famous names on Wall Street are actively looking to capitalize on the fast-growing artificial intelligence (AI) industry. Cathie Wood, the CEO of Ark Investment Management, is perhaps one of the most bullish on AI. Most of the firm's top 10 holdings -- when aggregated across its entire family of ETFs -- are companies whose prospects are increasingly tied to AI. And five of them make up about 30.4% of Ark Investment's portfolio: Tesla (NASDAQ: TSLA), Space Exploration Technologies (NASDAQ: SPCX), Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), Advanced Micro Devices (NASDAQ: AMD), and Amazon (NASDAQ: AMZN). Is Cathie Wood right to be betting big on these AI companies?

Image source: Getty Images.

Given Ark Investment's focus on innovative platforms, it's not surprising that the firm holds shares in companies led by Elon Musk, a leader in pushing disruptive technological innovation. Tesla is Ark Investment's largest holding, with SpaceX not too far behind at number four. They account for 9.73% and 4.28% of the firm's holdings, respectively, as of writing. AI is central to both companies' prospects.

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Originally published at www.fool.com.

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