Cathie Wood’s 5 Biggest AI and Data Center Stock Picks

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In this article, we will discuss Cathie Wood’s 5 Biggest AI and Data Center Stock Picks. Please visit Cathie Wood’s 11 Biggest AI and Data Center Stock Picks, if you would like to see the extended list and the methodology behind it.

Cathie Wood’s 5 Biggest AI and Data Center Stock Picks

Cathie Wood of ARK Investment Management

5. Tempus AI Inc. (NASDAQ:TEM)

Cathie Wood’s Stake: $446,275,249 

Tempus AI Inc. (NASDAQ:TEM) is an AI healthcare play in Cathie Wood’s portfolio. It’s a healthcare diagnostics and data platform that builds large-scale patient datasets and applies AI tools to help physicians choose treatments and run clinical decision-making.

Tempus AI Inc’s (NASDAQ:TEM) core moat comes from the scale and depth of its data. It has accumulated more than 450 petabytes of clinical and genomic data. This improves the accuracy and usefulness of its AI models and makes it harder for competitors to replicate its dataset.

Tempus AI Inc. (NASDAQ:TEM) is beginning to expand into related diagnostic markets, which could significantly expand its revenue base. Management estimates that scaling ECG-based testing alone could generate over $200 million in annual revenue over time.

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