Cathie Wood's $10M Bet on AI and Robotics: Teradyne, Nvidia, and AMD

Cathie Wood's ARK Invest ETFs made significant bets in AI and robotics, with a $7.8 million purchase of Teradyne (TER) and smaller buys of Nvidia (NVDA) and Advanced Micro Devices (AMD). Wood also sold $3.3 million worth of Rocket Lab USA (RKLB) stock and $2.5 million worth of Meta Platforms (META) shares. The largest position in the ARK Innovation ETF is now Teradyne, with a 1.59% weighting.

Cathie Wood's ARK Invest ETFs have been making significant moves in the AI and robotics sector. On July 2, 2025, the ETFs made notable investments and divestments, reflecting the fund manager's strategic vision for these rapidly growing fields.

The ARK Innovation ETF (ARKK) and ARK Autonomous Technology & Robotics ETF (ARKQ) saw a $7.8 million purchase of Teradyne (TER) and smaller buys of Nvidia (NVDA) and Advanced Micro Devices (AMD). These investments align with Wood's strategy of focusing on innovative and disruptive technologies. The largest position in the ARK Innovation ETF is now Teradyne, with a 1.59% weighting [3].

On the same day, Wood's ETFs sold $3.3 million worth of Rocket Lab USA (RKLB) stock and $2.5 million worth of Meta Platforms (META) shares. These sales suggest a shift in focus away from certain sectors, possibly to allocate capital to more promising areas within AI and robotics.

The ARK Autonomous Technology & Robotics ETF, which includes over 30 companies involved in various specialty areas under the theme of AI and robotics, continues to deliver strong performance. The fund has advanced more than 50% over the past year and more than 300% since its inception about a decade ago [1].

Cathie Wood's investment strategy, characterized by identifying innovators early and getting in on every aspect of a particular technology of the future, has proven successful. Her fund's expertise and diversification lower the risk for investors, making it a viable option for those interested in AI and robotics.

The ETFs' recent trades underscore Wood's commitment to the AI and robotics sectors, which are expected to generate significant growth in the coming years. Investors should consider the potential of these ETFs as the story of autonomous technology and robotics continues to evolve.

References:
1. https://finance.yahoo.com/news/best-robotics-etf-invest-100-091000860.html
2. https://www.benzinga.com/news/25/07/46381062/cathie-woods-ark-invest-continues-to-bet-on-tesla-offloads-kratos-defense-and-coinbase
3. https://www.nasdaq.com/articles/cathie-wood-goes-shopping-3-stocks-she-just-bought