Health care
Thesis
Falling sequencing costs, gene editing, and AI-driven discovery make genomics a long-duration growth theme. Diagnostics supply nearer-term revenue, and therapeutics hold the optionality.
Risks
Many holdings are loss-making and depend on capital markets, so higher rates hurt. Trial outcomes are binary, reimbursement and FDA policy can shift, and volatility is high. Figures as of November 2026.
| Asset | Underlying | Instrument | Role | Side | Weight | 24h price | On the book | |
|---|---|---|---|---|---|---|---|---|
TWST TWSTon Ondo Global Markets | Twist Bioscience TWST · sector n/a ARKG7.7% | B+ Tokenized equity | core | Long | 22.00% | ▲+8.22% | +1.81% | |
TEM TEM Robinhood | Tempus AI TEM · sector n/a ARKG6.6% | B- Tokenized equity | core | Long | 18.00% | ▲+2.68% | +0.48% | |
 GHx Backed Assets (xStocks) | Guardant Health GH · sector n/a ARKG4.7% | B- Tokenized equity | core | Long | 13.00% | ▲+2.31% | +0.30% | |
 ILMNx Backed Assets (xStocks) | Illumina ILMN · sector n/a ARKG4.7% | B- Tokenized equity | picks and shovels | Long | 13.00% | ▲+5.46% | +0.71% | |
NTRA NTRAon Ondo Global Markets | Natera NTRA · sector n/a ARKG4.1% | B+ Tokenized equity | core | Long | 12.00% | ▲+2.69% | +0.32% | |
RXRX RXRXon Ondo Global Markets | Recursion Pharmaceuticals RXRX · sector n/a ARKG2.6% | B+ Tokenized equity | speculative | Long | 7.00% | ▲+0.04% | +0.00% | |
 WGSx Backed Assets (xStocks) | GeneDx WGS · sector n/a ARKG1.9% | B- Tokenized equity | core | Long | 5.00% | ▲+6.24% | +0.31% | |
 NTLAx Backed Assets (xStocks) | Intellia Therapeutics NTLA · sector n/a ARKG1.8% | B- Tokenized equity | speculative | Long | 5.00% | ▲+3.26% | +0.16% | |
 IONSx Backed Assets (xStocks) | Ionis Pharmaceuticals IONS · sector n/a ARKG1.8% | B- Tokenized equity | core | Long | 5.00% | ▼-0.73% | -0.04% |
ARK Genomic Revolution ETF
2 constituents we could add · 21 not in the registry · 0 unresolved keys
None this week.