Klarenz
2021-02-23
Love Ark ETFs
3 Stocks That ARKF Added To Its Portfolio In 2021<blockquote>ARKF于2021年添加到其投资组合中的3只股票</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":369254611,"tweetId":"369254611","gmtCreate":1614051197533,"gmtModify":1634551389050,"author":{"id":3570951517020550,"idStr":"3570951517020550","authorId":3570951517020550,"authorIdStr":"3570951517020550","name":"Klarenz","avatar":"https://static.tigerbbs.com/3822ba0db5fc6fcb4ffce5962619dd2b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Love Ark ETFs </p></body></html>","htmlText":"<html><head></head><body><p>Love Ark ETFs </p></body></html>","text":"Love Ark ETFs","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/369254611","repostId":1104072180,"repostType":4,"repost":{"id":"1104072180","kind":"news","pubTimestamp":1614050841,"share":"https://www.laohu8.com/m/news/1104072180?lang=zh_CN&edition=full","pubTime":"2021-02-23 11:27","market":"hk","language":"en","title":"3 Stocks That ARKF Added To Its Portfolio In 2021<blockquote>ARKF于2021年添加到其投资组合中的3只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104072180","media":"TheStreet","summary":"DraftKings is a stock that ARK has added to more than one of its ETFs.\nOver the past couple of weeks","content":"<p>DraftKings is a stock that ARK has added to more than one of its ETFs.</p><p><blockquote>DraftKings是ARK已添加到其多只ETF中的股票。</blockquote></p><p> Over the past couple of weeks, I took a look at both the <b>ARK Innovation ETF (ARKK)</b> and the <b>ARK Next Generation Internet ETF (ARKW)</b>. With so much attention being given to what trades the ARK funds are making lately, I wanted to see specifically which stocks are being added to the portfolios. Cathie Wood and company have had the Midas touch over the past couple of years and news that ARK is taking a position has become enough to move the stock price.</p><p><blockquote>在过去的几周里，我看了看<b>方舟创新ETF(ARKK)</b>和<b>方舟下一代互联网ETF(ARKW)</b>由于ARK基金最近进行的交易受到了如此多的关注，我想具体看看哪些股票被添加到投资组合中。凯西·伍德(Cathie Wood)和她的公司在过去几年中拥有点石成金的能力，方舟入股的消息足以推动股价上涨。</blockquote></p><p> Today, I want to take a look at another of the company's top performers - the <b>ARK Fintech Innovation ETF (ARKF)</b>.</p><p><blockquote>今天，我想看看该公司的另一位表现最好的公司——<b>方舟金融科技创新ETF(ARKF)</b>.</blockquote></p><p> ARKF is a particularly interest fund to watch right now because of what's going on in the cryptocurrency space. Bitcoin price have been surging. Dogecoin has entered the fray thanks to a few mentions from Elon Musk. Two bitcoin ETFs were just launched in Canada (although we still don't have one in the United States).</p><p><blockquote>由于加密货币领域正在发生的事情，ARKF是目前特别值得关注的基金。比特币价格一直在飙升。由于埃隆·马斯克的几次提及，狗狗币也加入了竞争。加拿大刚刚推出了两只比特币ETF（尽管我们在美国还没有）。</blockquote></p><p> But the fund's appeal goes beyond just crypto. With the acceleration of cashless transactions during the pandemic and the growth of blockchain applications, fintech innovation is becoming bigger and it's getting there faster.</p><p><blockquote>但该基金的吸引力不仅仅是加密货币。随着疫情期间无现金交易的加速和区块链应用的增长，金融科技创新变得越来越大，而且速度越来越快。</blockquote></p><p> Square (SQ) and PayPal (PYPL) are the fund's two biggest holdings, while other popular names, including Tencent (TCEHY), Pinterest (PINS) and Zillow (Z) are also present. Silvergate Capital (SI), a new addition to the ARKW portfolio in 2021, is also in the top 10 in ARKF.</p><p><blockquote>Square(SQ)和PayPal(PYPL)是该基金最大的两只股票，而腾讯控股(TCEHY)、Pinterest(PINS)和Zillow(Z)等其他热门股票也在场。Silvergate Capital(SI)是2021年ARKW投资组合的新成员，也跻身ARKF前十名。</blockquote></p><p> Again, I used the database at arktrack.com to take a look at the portfolio's changes. According to their data, ARKF has taken three brand new positions in 2021, while it's completely sold out of positions in JD Health International and SBI Holdings.</p><p><blockquote>我再次使用arktrack.com的数据库来查看投资组合的变化。根据他们的数据，ARKF在2021年持有了三个全新的头寸，而京东健康国际和SBI控股的头寸则完全售罄。</blockquote></p><p> One of the new names is a position that ARK has been building up across multiple funds, while the other two add an interesting bit of variety.</p><p><blockquote>其中一个新名称是ARK在多个基金中建立的头寸，而另外两个则增加了一些有趣的多样性。</blockquote></p><p> Here are the 3 new stocks that have been added to ARKF so far this year.</p><p><blockquote>以下是今年迄今为止ARKF新增的3只股票。</blockquote></p><p> <b>Ping An Healthcare & Technology</b></p><p><blockquote><b>平安医疗及科技</b></blockquote></p><p> Ping is a Chinese healthcare company that specializes in four different segments - health mall, consumer healthcare, health management & wellness and online medical services. I would presume that's the last business segment that attracted ARK's attention.</p><p><blockquote>Ping是一家中国医疗保健公司，专注于四个不同的领域——健康商城、消费者医疗保健、健康管理和保健以及在线医疗服务。我认为这是最后一个吸引ARK注意的业务领域。</blockquote></p><p> Similar to Teledoc Health, Ping also operates an online platform, which allows for online doctor consultations, health management and prescription services. The rest of what the company does may not have a heavy influence from fintech, but the online services piece most definitely does.</p><p><blockquote>与Teledoc Health类似，Ping也运营一个在线平台，允许在线医生咨询、健康管理和处方服务。该公司的其他业务可能不会受到金融科技的重大影响，但在线服务业务肯定会受到影响。</blockquote></p><p> ARKF just added shares of Ping earlier in February and the stock now accounts for about 1% of the portfolio overall.</p><p><blockquote>ARKF刚刚在2月初增持了Ping的股票，目前该股票约占整个投资组合的1%。</blockquote></p><p> Ping's price trajectory is a good example of what the \"ARK effect\" can do to a stock. Ping was a relatively smaller company to begin with, which gave it the potential of making a bigger move in a shorter period of time. Once news broke that ARK was taking a position (which took place on February 10th and 11th), Ping's stock price climbed 35% over the course of two trading days.</p><p><blockquote>Ping的价格轨迹很好地说明了“方舟效应”对股票的影响。Ping最初是一家相对较小的公司，这使它有可能在更短的时间内做出更大的举动。一旦ARK建仓的消息传出（发生在2月10日和11日），Ping的股价在两个交易日内上涨了35%。</blockquote></p><p> <b>Bill.com (BILL)</b></p><p><blockquote><b>Bill.com（比尔）</b></blockquote></p><p> Bill.com falls right into ARKF's wheelhouse. It's a provider of cloud-based software solutions that help enable, enhance and automate company financial operations. Some of its product involvements include Oracle NetSuite and QuickBooks.</p><p><blockquote>Bill.com正好属于ARKF的掌舵人。它是一家基于云的软件解决方案提供商，帮助实现、增强和自动化公司财务运营。它的一些产品包括Oracle NetSuite和QuickBooks。</blockquote></p><p> While ARK only jumped on board this year, Bill.com has been rolling lately. Since the March 2020 low, the stock is up more than 500% compared to a 240% gain for ARKF over the same period. Similar to what Ping has done for the healthcare space, Bill.com has seen huge demand and adoption for its online financial solutions suite.</p><p><blockquote>虽然ARK今年才加入，但Bill.com最近一直在发展。自2020年3月低点以来，该股已上涨超过500%，而同期ARKF的涨幅为240%。与Ping在医疗保健领域所做的类似，Bill.com的在线金融解决方案套件也获得了巨大的需求和采用。</blockquote></p><p> Bill.com also has inroads with major banks, including JPMorgan Chase, Bank of America, PNC and Wells Fargo for its payment processing solutions. This is a company that's well-positioned and well-connected for the current environment and should continue expanding its presence.</p><p><blockquote>Bill.com还与摩根大通、美国银行、PNC和富国银行等主要银行合作，提供支付处理解决方案。这是一家在当前环境下定位良好、人脉广泛的公司，应该继续扩大其影响力。</blockquote></p><p> <b>DraftKings (DKNG)</b></p><p><blockquote><b>DraftKings(DKNG)</b></blockquote></p><p> I profiled DraftKings already as it was one of the stocks also added to ARKW during 2021. The online gambling and gaming industry was perhaps one of the biggest beneficiaries of the changes to the COVID-influenced economy. With businesses shuttering all around the world, consumer turned to online gaming platforms to get their entertainment fix. With many sports on hiatus, casino gambling, including poker, was the activity of choice. With sports leagues back in the swing of things again, event betting and daily fantasy are adding to revenue streams.</p><p><blockquote>我已经介绍了DraftKings，因为它是2021年添加到ARKW的股票之一。在线赌博和游戏行业可能是受COVID影响的经济变化的最大受益者之一。随着世界各地的企业倒闭，消费者转向在线游戏平台来获得娱乐。随着许多运动的中断，赌场赌博，包括扑克，是首选的活动。随着体育联盟再次回到正轨，赛事博彩和每日幻想正在增加收入来源。</blockquote></p><p> As I noted last week, \"Sports gambling has been a rapidly growing industry as more states consider legalization. The online gaming industry has also been one of the fastest growing sectors and is expected to remain so over the next several years.\"</p><p><blockquote>正如我上周指出的，“随着越来越多的州考虑合法化，体育博彩一直是一个快速增长的行业。在线游戏行业也是增长最快的行业之一，预计在未来几年仍将如此。”</blockquote></p><p></p><p> DraftKings, while struggling to generate profits in the short-term, is emerging as one of the likely winners in this high growth space and makes an ideal addition to the ARKF portfolio. The stock is only a modest holding within the fund at just 0.5% of total assets.</p><p><blockquote>DraftKings虽然在短期内难以产生利润，但正在成为这个高增长领域的可能赢家之一，并成为ARKF投资组合的理想补充。该股票在基金中的持股比例不大，仅占总资产的0.5%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks That ARKF Added To Its Portfolio In 2021<blockquote>ARKF于2021年添加到其投资组合中的3只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks That ARKF Added To Its Portfolio In 2021<blockquote>ARKF于2021年添加到其投资组合中的3只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-02-23 11:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>DraftKings is a stock that ARK has added to more than one of its ETFs.</p><p><blockquote>DraftKings是ARK已添加到其多只ETF中的股票。</blockquote></p><p> Over the past couple of weeks, I took a look at both the <b>ARK Innovation ETF (ARKK)</b> and the <b>ARK Next Generation Internet ETF (ARKW)</b>. With so much attention being given to what trades the ARK funds are making lately, I wanted to see specifically which stocks are being added to the portfolios. Cathie Wood and company have had the Midas touch over the past couple of years and news that ARK is taking a position has become enough to move the stock price.</p><p><blockquote>在过去的几周里，我看了看<b>方舟创新ETF(ARKK)</b>和<b>方舟下一代互联网ETF(ARKW)</b>由于ARK基金最近进行的交易受到了如此多的关注，我想具体看看哪些股票被添加到投资组合中。凯西·伍德(Cathie Wood)和她的公司在过去几年中拥有点石成金的能力，方舟入股的消息足以推动股价上涨。</blockquote></p><p> Today, I want to take a look at another of the company's top performers - the <b>ARK Fintech Innovation ETF (ARKF)</b>.</p><p><blockquote>今天，我想看看该公司的另一位表现最好的公司——<b>方舟金融科技创新ETF(ARKF)</b>.</blockquote></p><p> ARKF is a particularly interest fund to watch right now because of what's going on in the cryptocurrency space. Bitcoin price have been surging. Dogecoin has entered the fray thanks to a few mentions from Elon Musk. Two bitcoin ETFs were just launched in Canada (although we still don't have one in the United States).</p><p><blockquote>由于加密货币领域正在发生的事情，ARKF是目前特别值得关注的基金。比特币价格一直在飙升。由于埃隆·马斯克的几次提及，狗狗币也加入了竞争。加拿大刚刚推出了两只比特币ETF（尽管我们在美国还没有）。</blockquote></p><p> But the fund's appeal goes beyond just crypto. With the acceleration of cashless transactions during the pandemic and the growth of blockchain applications, fintech innovation is becoming bigger and it's getting there faster.</p><p><blockquote>但该基金的吸引力不仅仅是加密货币。随着疫情期间无现金交易的加速和区块链应用的增长，金融科技创新变得越来越大，而且速度越来越快。</blockquote></p><p> Square (SQ) and PayPal (PYPL) are the fund's two biggest holdings, while other popular names, including Tencent (TCEHY), Pinterest (PINS) and Zillow (Z) are also present. Silvergate Capital (SI), a new addition to the ARKW portfolio in 2021, is also in the top 10 in ARKF.</p><p><blockquote>Square(SQ)和PayPal(PYPL)是该基金最大的两只股票，而腾讯控股(TCEHY)、Pinterest(PINS)和Zillow(Z)等其他热门股票也在场。Silvergate Capital(SI)是2021年ARKW投资组合的新成员，也跻身ARKF前十名。</blockquote></p><p> Again, I used the database at arktrack.com to take a look at the portfolio's changes. According to their data, ARKF has taken three brand new positions in 2021, while it's completely sold out of positions in JD Health International and SBI Holdings.</p><p><blockquote>我再次使用arktrack.com的数据库来查看投资组合的变化。根据他们的数据，ARKF在2021年持有了三个全新的头寸，而京东健康国际和SBI控股的头寸则完全售罄。</blockquote></p><p> One of the new names is a position that ARK has been building up across multiple funds, while the other two add an interesting bit of variety.</p><p><blockquote>其中一个新名称是ARK在多个基金中建立的头寸，而另外两个则增加了一些有趣的多样性。</blockquote></p><p> Here are the 3 new stocks that have been added to ARKF so far this year.</p><p><blockquote>以下是今年迄今为止ARKF新增的3只股票。</blockquote></p><p> <b>Ping An Healthcare & Technology</b></p><p><blockquote><b>平安医疗及科技</b></blockquote></p><p> Ping is a Chinese healthcare company that specializes in four different segments - health mall, consumer healthcare, health management & wellness and online medical services. I would presume that's the last business segment that attracted ARK's attention.</p><p><blockquote>Ping是一家中国医疗保健公司，专注于四个不同的领域——健康商城、消费者医疗保健、健康管理和保健以及在线医疗服务。我认为这是最后一个吸引ARK注意的业务领域。</blockquote></p><p> Similar to Teledoc Health, Ping also operates an online platform, which allows for online doctor consultations, health management and prescription services. The rest of what the company does may not have a heavy influence from fintech, but the online services piece most definitely does.</p><p><blockquote>与Teledoc Health类似，Ping也运营一个在线平台，允许在线医生咨询、健康管理和处方服务。该公司的其他业务可能不会受到金融科技的重大影响，但在线服务业务肯定会受到影响。</blockquote></p><p> ARKF just added shares of Ping earlier in February and the stock now accounts for about 1% of the portfolio overall.</p><p><blockquote>ARKF刚刚在2月初增持了Ping的股票，目前该股票约占整个投资组合的1%。</blockquote></p><p> Ping's price trajectory is a good example of what the \"ARK effect\" can do to a stock. Ping was a relatively smaller company to begin with, which gave it the potential of making a bigger move in a shorter period of time. Once news broke that ARK was taking a position (which took place on February 10th and 11th), Ping's stock price climbed 35% over the course of two trading days.</p><p><blockquote>Ping的价格轨迹很好地说明了“方舟效应”对股票的影响。Ping最初是一家相对较小的公司，这使它有可能在更短的时间内做出更大的举动。一旦ARK建仓的消息传出（发生在2月10日和11日），Ping的股价在两个交易日内上涨了35%。</blockquote></p><p> <b>Bill.com (BILL)</b></p><p><blockquote><b>Bill.com（比尔）</b></blockquote></p><p> Bill.com falls right into ARKF's wheelhouse. It's a provider of cloud-based software solutions that help enable, enhance and automate company financial operations. Some of its product involvements include Oracle NetSuite and QuickBooks.</p><p><blockquote>Bill.com正好属于ARKF的掌舵人。它是一家基于云的软件解决方案提供商，帮助实现、增强和自动化公司财务运营。它的一些产品包括Oracle NetSuite和QuickBooks。</blockquote></p><p> While ARK only jumped on board this year, Bill.com has been rolling lately. Since the March 2020 low, the stock is up more than 500% compared to a 240% gain for ARKF over the same period. Similar to what Ping has done for the healthcare space, Bill.com has seen huge demand and adoption for its online financial solutions suite.</p><p><blockquote>虽然ARK今年才加入，但Bill.com最近一直在发展。自2020年3月低点以来，该股已上涨超过500%，而同期ARKF的涨幅为240%。与Ping在医疗保健领域所做的类似，Bill.com的在线金融解决方案套件也获得了巨大的需求和采用。</blockquote></p><p> Bill.com also has inroads with major banks, including JPMorgan Chase, Bank of America, PNC and Wells Fargo for its payment processing solutions. This is a company that's well-positioned and well-connected for the current environment and should continue expanding its presence.</p><p><blockquote>Bill.com还与摩根大通、美国银行、PNC和富国银行等主要银行合作，提供支付处理解决方案。这是一家在当前环境下定位良好、人脉广泛的公司，应该继续扩大其影响力。</blockquote></p><p> <b>DraftKings (DKNG)</b></p><p><blockquote><b>DraftKings(DKNG)</b></blockquote></p><p> I profiled DraftKings already as it was one of the stocks also added to ARKW during 2021. The online gambling and gaming industry was perhaps one of the biggest beneficiaries of the changes to the COVID-influenced economy. With businesses shuttering all around the world, consumer turned to online gaming platforms to get their entertainment fix. With many sports on hiatus, casino gambling, including poker, was the activity of choice. With sports leagues back in the swing of things again, event betting and daily fantasy are adding to revenue streams.</p><p><blockquote>我已经介绍了DraftKings，因为它是2021年添加到ARKW的股票之一。在线赌博和游戏行业可能是受COVID影响的经济变化的最大受益者之一。随着世界各地的企业倒闭，消费者转向在线游戏平台来获得娱乐。随着许多运动的中断，赌场赌博，包括扑克，是首选的活动。随着体育联盟再次回到正轨，赛事博彩和每日幻想正在增加收入来源。</blockquote></p><p> As I noted last week, \"Sports gambling has been a rapidly growing industry as more states consider legalization. The online gaming industry has also been one of the fastest growing sectors and is expected to remain so over the next several years.\"</p><p><blockquote>正如我上周指出的，“随着越来越多的州考虑合法化，体育博彩一直是一个快速增长的行业。在线游戏行业也是增长最快的行业之一，预计在未来几年仍将如此。”</blockquote></p><p></p><p> DraftKings, while struggling to generate profits in the short-term, is emerging as one of the likely winners in this high growth space and makes an ideal addition to the ARKF portfolio. The stock is only a modest holding within the fund at just 0.5% of total assets.</p><p><blockquote>DraftKings虽然在短期内难以产生利润，但正在成为这个高增长领域的可能赢家之一，并成为ARKF投资组合的理想补充。该股票在基金中的持股比例不大，仅占总资产的0.5%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/etffocus/market-intelligence/3-stocks-arkf-added-portfolio-2021\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc.","01833":"平安好医生","PYPL":"PayPal","BILL":"BILL HOLDINGS INC","ARKK":"ARK Innovation ETF","ARKW":"ARK Next Generation Internet ETF","ARKF":"ARK Fintech Innovation ETF"},"source_url":"https://www.thestreet.com/etffocus/market-intelligence/3-stocks-arkf-added-portfolio-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104072180","content_text":"DraftKings is a stock that ARK has added to more than one of its ETFs.\nOver the past couple of weeks, I took a look at both the ARK Innovation ETF (ARKK) and the ARK Next Generation Internet ETF (ARKW). With so much attention being given to what trades the ARK funds are making lately, I wanted to see specifically which stocks are being added to the portfolios. Cathie Wood and company have had the Midas touch over the past couple of years and news that ARK is taking a position has become enough to move the stock price.\nToday, I want to take a look at another of the company's top performers - the ARK Fintech Innovation ETF (ARKF).\nARKF is a particularly interest fund to watch right now because of what's going on in the cryptocurrency space. Bitcoin price have been surging. Dogecoin has entered the fray thanks to a few mentions from Elon Musk. Two bitcoin ETFs were just launched in Canada (although we still don't have one in the United States).\nBut the fund's appeal goes beyond just crypto. With the acceleration of cashless transactions during the pandemic and the growth of blockchain applications, fintech innovation is becoming bigger and it's getting there faster.\nSquare (SQ) and PayPal (PYPL) are the fund's two biggest holdings, while other popular names, including Tencent (TCEHY), Pinterest (PINS) and Zillow (Z) are also present. Silvergate Capital (SI), a new addition to the ARKW portfolio in 2021, is also in the top 10 in ARKF.\nAgain, I used the database at arktrack.com to take a look at the portfolio's changes. According to their data, ARKF has taken three brand new positions in 2021, while it's completely sold out of positions in JD Health International and SBI Holdings.\nOne of the new names is a position that ARK has been building up across multiple funds, while the other two add an interesting bit of variety.\nHere are the 3 new stocks that have been added to ARKF so far this year.\nPing An Healthcare & Technology\nPing is a Chinese healthcare company that specializes in four different segments - health mall, consumer healthcare, health management & wellness and online medical services. I would presume that's the last business segment that attracted ARK's attention.\nSimilar to Teledoc Health, Ping also operates an online platform, which allows for online doctor consultations, health management and prescription services. The rest of what the company does may not have a heavy influence from fintech, but the online services piece most definitely does.\nARKF just added shares of Ping earlier in February and the stock now accounts for about 1% of the portfolio overall.\nPing's price trajectory is a good example of what the \"ARK effect\" can do to a stock. Ping was a relatively smaller company to begin with, which gave it the potential of making a bigger move in a shorter period of time. Once news broke that ARK was taking a position (which took place on February 10th and 11th), Ping's stock price climbed 35% over the course of two trading days.\nBill.com (BILL)\nBill.com falls right into ARKF's wheelhouse. It's a provider of cloud-based software solutions that help enable, enhance and automate company financial operations. Some of its product involvements include Oracle NetSuite and QuickBooks.\nWhile ARK only jumped on board this year, Bill.com has been rolling lately. Since the March 2020 low, the stock is up more than 500% compared to a 240% gain for ARKF over the same period. Similar to what Ping has done for the healthcare space, Bill.com has seen huge demand and adoption for its online financial solutions suite.\nBill.com also has inroads with major banks, including JPMorgan Chase, Bank of America, PNC and Wells Fargo for its payment processing solutions. This is a company that's well-positioned and well-connected for the current environment and should continue expanding its presence.\nDraftKings (DKNG)\nI profiled DraftKings already as it was one of the stocks also added to ARKW during 2021. The online gambling and gaming industry was perhaps one of the biggest beneficiaries of the changes to the COVID-influenced economy. With businesses shuttering all around the world, consumer turned to online gaming platforms to get their entertainment fix. With many sports on hiatus, casino gambling, including poker, was the activity of choice. With sports leagues back in the swing of things again, event betting and daily fantasy are adding to revenue streams.\nAs I noted last week, \"Sports gambling has been a rapidly growing industry as more states consider legalization. The online gaming industry has also been one of the fastest growing sectors and is expected to remain so over the next several years.\"\nDraftKings, while struggling to generate profits in the short-term, is emerging as one of the likely winners in this high growth space and makes an ideal addition to the ARKF portfolio. The stock is only a modest holding within the fund at just 0.5% of total assets.","news_type":1,"symbols_score_info":{"01833":0.9,"ARKW":0.9,"PYPL":0.9,"SQ":0.9,"ARKF":0.9,"ARKK":0.9,"BILL":0.9,"DKNG":0.9}},"isVote":1,"tweetType":1,"viewCount":269,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":11,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/369254611"}
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