Cathie Wooden, the founding father of ARK Make investments, is taking Wall Road by storm together with her unconventional thematic investing. Specifically, she follows an modern fund type to seek out hyper-growth shares with game-changing expertise. Definitely, her distinctive methodology is working. To make certain, 5 out of six ARK ETFs posted greater than 100% returns in final yr alone. Outcome? Her funds noticed an enormous influx of $20.6 billion, in accordance with knowledge from Morningstar, Portfolio Insider, and Nasdaq. Just lately, Wall Road noticed a heavy rotation into worth shares. However don’t depend Cathie Wooden as certainly one of them. As an alternative, she is doubling down her bets on these modern corporations. “The benchmarks are filling up with worth traps” as a result of tempo of innovation in fields together with synthetic intelligence and robotics, Wooden stated. “We expect the large danger is within the benchmarks, not what we’re doing.” Billionaire Cathie Wooden’s predictions are must-follow due to her historic returns within the final three years — together with her picks hovering many instances above their unique share costs. Working example: Final yr, Ms. Wooden’s ARK Genomic Revolution ETF, ARK Innovation ETF, and ARK Subsequent Technology Web ETF reaped returns of 159%, 203%, and 157%, respectively. Now, listed below are 4 expertise shares with enormous potential that Cathie Wooden has purchased for her funds: 1. Coinbase (NASDAQ: COIN) Absolutely, Cathie Wooden is bullish on cryptocurrency. She has been shopping for hand over fist within the largest cryptocurrency change and digital pockets service supplier Coinbase. On the day when Coinbase made its public debut, ARK Make investments scooped up 749,205 shares. A number of days later, it added one other 340,273 shares (value practically $112,970,000 million) to its place. By no means shy from making daring predictions, Wooden believes that digital wallets can turn into essentially the most precious expertise of this period, declaring its unprecedented velocity of natural progress. “Digital wallets might change into essentially the most precious expertise developments per person of just about something. We’re fairly enthusiastic about that. If you happen to have been to attract a graph as we did in our massive concepts exhibiting how JPMorgan Chase & Co. (NYSE: JPM) received to those ranges, it was one acquisition after the opposite, whereas Money App and Venmo, as a result of they’re viral in nature, have gotten there organically,” Cathie Wooden stated. Current stories have supported Wooden’s prediction. The digital pockets funds have surpassed the bodily card for utilization at contactless in-store funds and on the point-of-sale (POS) in 2020, in accordance with the World Funds Report. Plus, in-store money funds fell by at the least 50% in 2020 in superior economies. 2. Unity Software program (NYSE: U) An actual-time 3D growth platform Unity Software program is buying and selling at a bargain-basement value, in Cathie Wooden’s view. She has been boosting her Unity Software program stake over the past two months because the inventory fell by 34% yr so far. Regardless of the latest selloff, the corporate’s future fundamentals look sturdy primarily based on income progress projections. Unity Software program expects 2021 income within the vary of $950 million to $970 million, in keeping with the corporate’s plan of sustaining 30% income progress in the long term. Unity CEO John Riccitiello stated: “Because the chief in creating and working instruments for the world of real-time 3D content material, we proceed to take a position with the intent to seize what we imagine is a considerable alternative forward in 2021 and years past.” 3. Shopify (NYSE: SHOP) Wooden believes that Shopify may be as massive as on-line retail big Amazon (NASDAQ: AMZN) sometime. In consequence, Cathie Wooden noticed the dip in Shopify inventory as a shopping for alternative. Her agency added to its current stake in e-commerce platform final week, in accordance with Portfolio Insider. “We’re attempting to determine how Amazon goes to cope with this notion of people seeing one thing on Instagram or elsewhere on Fb or on Twitter, or on Snap and simply shopping for there,” Wooden stated. “That is a Shopify-enabled commerce alternative and we predict it is going to be massive.” Just lately, Shopify’s inventory value pulled again barely from its latest all-time excessive of $1,500 that it had hit early in February. Whatever the short-term value actions, SHOP’s inventory value upside is more likely to be tightly wounded to its progress traits. To this point, so good: Shopify’s fourth-quarter income jumped 94% whereas 2020 income surged 86%. 4. Sea Restricted (NYSE: SE) Cathie Wooden has additionally been on a purchasing spree with Sea Restricted this yr. The largest lure of Sea Restricted is how they’ll combine dozens of their companies into one another. Sea Restricted has tentacles in eSports, cell gaming, e-commerce, digital funds, and meals supply companies. And the corporate is aggressively increasing its market penetration exterior its residence nation in China, particularly in Latin America and Southeast Asia. These segments have generated triple-digit income progress for Sea Restricted. In consequence, its consolidated income grew greater than 100% in 2020, and it expects to increase that momentum into 2021. Cathie Wooden first initiated a place in Sea Restricted throughout the closing quarter of 2019, and he or she has solely continued so as to add her stake over time. See extra from BenzingaClick right here for choices trades from Benzinga84% Of Warren Buffett’s Portfolio In 2021 Is In These 3 Classes© 2021 Benzinga.com. Benzinga doesn’t present funding recommendation. All rights reserved.