Since the USA election, the 'Trump trade' has surged in the market, especially for Tesla and$Bitcoin (BTC.CC)$experienced a strong rise.

At the same time, the one benefiting from the surge is also the $ARK Innovation ETF (ARKK.US)$ This etf has accumulated an increase of 27% since November 5.

The strong rise of ARKK is mainly due to the heavy holdings in this etf. $Tesla (TSLA.US)$ And the rise of companies related to cryptos. $Coinbase (COIN.US)$ and $Robinhood (HOOD.US)$ Tesla is the largest holding in ARKK, while Coinbase and Robinhood are the second and sixth largest holdings, respectively.

Looking at the performance of top ten holdings in ARKK since the large selection of stocks,

the strongest are undoubtedly. $Coinbase (COIN.US)$ —— The cumulative increase reached 62%; secondly, the usa ai enterprise service giant. $Palantir (PLTR.US)$ Cumulatively increased by over 60%; usa internet brokerage. $Robinhood (HOOD.US)$ Cumulatively increased nearly 55%; $Tesla (TSLA.US)$ The increase reached as high as 47%, $Shopify (SHOP.US)$ Increased by over 44%, the payment giant in the usa. $Block (SQ.US)$ Increased by nearly 30%; the automation giant. $UiPath (PATH.US)$ Increased by nearly 18%.

It is worth noting that there are many big stocks among the components of ARKK this year, including the 'AI big stock' palantir, which has increased over 286% this year, exceeding.$NVIDIA (NVDA.US)$becoming one of the best components of the S&P.

Palantir mainly serves clients such as military, government, and financial institutions, with particularly prominent applications in the defense and security sectors. By integrating multiple sources of data and advanced analytical technologies, it provides critical decision support and security solutions for military and intelligence agencies.

Recently, Cathie Wood started to increase her shareholding. $Amazon (AMZN.US)$ , and the latter recently reached a historic high in stock price.

In addition, Cathie Wood holds positions in several biotechnology companies, among which, the gene testing giant $Natera (NTRA.US)$ has increased by as much as 171% this year, while the US molecular diagnostics company $Veracyte (VCYT.US)$ The cumulative increase reached 60%;

Additionally, Cathie Wood has also bet on quite a few AI plus-related application companies, including AI plus advertising. $The Trade Desk (TTD.US)$ 、 $Meta Platforms (META.US)$ ; AI plus medical. $Tempus AI (TEM.US)$ 、 $Twist Bioscience (TWST.US)$ AI + e-commerce $Shopify (SHOP.US)$ These companies have recorded considerable gains this year.

Is the turning point for ARK Innovation just beginning? Tom Staudt, President and COO of Ark Invest, stated in an interview with Barron's that he believes stocks of innovative companies like those invested in by ARK Innovation will continue to rise. He pointed out that

As the uncertainty brought by the elections has dissipated, some funds that have been on the sidelines are returning to growth stocks, which is the return of the "animal spirit."

In fact, high innovation, high growth, cni mid-small cap.index, long duration, and high volatility have always been characteristics of Cathie Wood's ARK. With Trump's victory combined with the interest rate cut cycle, the "broadening market" in the USA is gradually arriving, and ARKK may be able to win this comeback.

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Editor/Somer