Cathie Wood’s investment strategy is simple: ARK ETFs typically buy shares in emerging, high-tech companies across fields like artificial intelligence, blockchain, DNA sequencing, energy storage, and robotics.

Cathie Wood had yet another helping to some of her favorite large-cap AI stocks over the past month. Indeed, as interest rates fall and Donald Trump makes his return to the White House, I see Cathie Wood and her line of Ark Invest funds standing out as major winners.

Following President-elect Donald Trump's recent election win, Cathie Wood's ARK funds saw a notable rise. ARK Invest's flagship fund, ARK Innovation ETF (ARKK) , is up 15.87% since Nov. 6, while the S&P 500 Index gained 3.

Cathie Wood, chief of Ark Investment Management, often takes advantage of stock price drops after earnings reports by adding more shares to her portfolio. That's exactly what she did this week. Wood sees earnings season as a chance to adjust her positions.

Cathie Wood is known for taking major positions in speculative opportunities, and three stocks in her portfolio may indicate a new pocket of AI that rarely is spoken about.

Cathie Wood has some ground to make up this year. The co-founder, CEO, and ace stock picker for Ark Invest is still trailing the market. Her most popular aggressive growth exchange-traded fund is trading just 3% higher in 2024,

Ark Invest CEO Cathie Wood joins CNBC's 'Squawk Box' to discuss outlooks on Tesla, Bitcoin, and responses to criticism about her investment strategy.