Cathie Wood
๐ค SpeakerAppearances Over Time
Podcast Appearances
I think that autonomous taxis and drones
Very big parts of that fund as well.
And then our flagship strategy is also starting to inflow.
It had been held down by the multi omics theme.
So this is what we used to call the genomic revolution.
And it was a very difficult space.
Even though the innovation was taking place, the investment markets were not interested in it for a couple of reasons.
One, lots of investment necessary, therefore not very high, if any, cash flows.
And the cash cushions needed to be built up.
We think they've done a lot in the last few years to become more efficient.
And so we're beginning to see outperformance from that space as well, because now many people are beginning to understand we're seeing cures to disease.
We're seeing early diagnosis thanks to AI and sequencing technologies.
Well, so the top three stocks in our flagship are Tesla.
We think it has miles to go.
We do take profits from time to time, but it could break out here in a big way as more and more analysts do their homework on robo-taxis.
CRISPR Therapeutics has moved into the second position.
That company is curing sickle cell disease and beta thalassemia and has its eyes set on not just rare diseases, but curing the bad cholesterol problem, especially for
those who have hereditary issues in that realm.
That could be an enormous market.
And I don't think anyone is doing the modeling work there the way we are.