ARK Invest Europe

Investieren Sie direkt in wegweisende private Unternehmen, die langfristigen technologischen Wandel vorantreiben, über einen Fonds mit monatlicher Liquidität. Herausgegeben von IQ-EQ Fund Management (Ireland) Ltd. Kapitalrisiko.

La quotazione di SpaceX è un singolo evento all'interno di una trasformazione ben più ampia. L'ARK Private Innovation ELTIF detiene società innovatrici in fase avanzata lungo l'intera pipeline delle IPO. Disponibile tramite Clearstream e Allfunds. Emesso da IQ-EQ Fund Management (Ireland) Ltd. Capitale a rischio.

Welcome to the July edition! If June was about chasing the winners, July was about broadening the playbook 👀 European thematic ETF flows cooled to +$334M, but beneath the headline there was a notable rotation away from technology and defence leadership toward healthcare, infrastructure and more defensive growth themes. 3 things caught my eye: 🧬 HEALTHCARE INNOVATION jumped from outside June’s leaders to the #1 spot in July with +$142M in net flows. After lagging the technology rally, investors appear to be rediscovering the combination of defensive growth and innovation across biotech, medical devices and AI-enabled drug discovery. ⚡ SMART GRID was the constant amid the rotation. Another +$99M in July pushed YTD net flows to +$1.48B, now more than half the theme's ~$2.8B AUM. AI leadership may have cooled, but capital is still flowing toward the physical infrastructure needed to power it. 🏗️ GLOBAL INFRASTRUCTURE entered the top three with +$88M, while Digital Infrastructure saw -$122M. An interesting divergence: investors appear to be broadening their exposure from the purely digital buildout toward the power, transport and real assets underpinning the wider AI and electrification investment cycle. The takeaway? The AI trade is broadening. ARK Investment Management LLC ARK Invest Europe

The SpaceX listing is one event in a much larger shift. The ARK Private Innovation ELTIF holds late-stage innovators across the IPO pipeline. Available via Clearstream & Allfunds. Issued by IQ-EQ Fund Management (Ireland) Ltd. Capital at Risk.

SpaceX has listed. OpenAI and Databricks remain private. See how the ARK Private Innovation ELTIF holds innovators before, during and after IPO. Available via Clearstream & Allfunds. Issued by IQ-EQ Fund Management (Ireland) Ltd. Capital at Risk.

Welcome to the June edition! European thematic ETF flows continue to rotate toward AI, defence and the infrastructure enabling both 👀 3 things stood out to me from the latest data: 🤖 ARTIFICIAL INTELLIGENCE ETFs reclaimed the top spot in June with +$584M in net flows. Despite already being Europe's largest thematic category at nearly $15B AUM, investors continue to add exposure as AI earnings momentum broadens beyond the initial infrastructure winners and into the wider technology stack. 🛡️ USA DEFENCE ETFs attracted +$493M in June. Almost equal to the theme's entire $523M asset base. While investors took profits in broader Global and Europe Defence ETFs after a strong run, flows into U.S. defence suggest capital is rotating toward companies with the greatest exposure to accelerating procurement, modernisation and next-generation military technologies. ⚡ SMART GRID ETFs continued to see strong demand with +$300M in June and +$1.29B YTD. As AI, electrification and renewable integration place increasing pressure on electricity networks, investors continue to position around the transmission, automation and grid infrastructure needed to support the next phase of power demand growth. ARK Investment Management LLC ARK Invest Europe ETFBOOK