Healthcare ETF – About ARKG

Today, I would like to introduce an ETF~

The global aging population is an unavoidable task, isn’t it? South Korea is also rapidly aging, and in the era of living to 100, if aging accelerates, the demand for medical services could be significant~

Our money tree sister, who achieved great success through Tesla investments, has introduced the ETF created by Cathie Wood, called Cashwood.

ARKG

ARKG is an ETF composed of biotechnology-related companies~

Out of a total of 41 holdings, the top 10 holdings account for about 50% of the total!

Let’s take a closer look at ARKG~

Basic Information

Metric	Value
Management Company	ARK
Market Cap	$1.40B
Expense Ratio	0.75%
Distribution Yield	X
Current Price	$25.05

Composition

Holdings	Weight
Exact Sciences Corporation	10.77%
Ionis Pharmaceuticals, Inc.	6.35%
Pacific Biosciences of California, Inc.	5.04%
Ginkgo Bioworks Holdings, Inc. Class A	4.98%
Teladoc Health, Inc.	4.54%
CRISPR Therapeutics AG	4.39%
Schrodinger, Inc.	4.22%
Intellia Therapeutics, Inc.	3.84%
Adaptive Biotechnologies Corp.	3.50%
Beam Therapeutics, Inc.	3.48%

Exact Sciences Corporation

Exact Sciences is developing genome-based diagnostic tests for various tumors. Among them, Cologuard is used for screening colorectal cancer and precancerous lesions by detecting DNA markers associated with colorectal tumors. In addition, the OncoType DX series provides a genomic-based approach to various tumors, including breast, colorectal, and prostate cancers, supporting various purposes such as assessing the risk of recurrence and detecting resistance. The company’s innovative tests are helping provide patients with accurate diagnoses and personalized treatment plans, offering quantified genomic information for specific tumors to support treatment decisions.

Ionis Pharmaceuticals, Inc.

Ionis is active in the field of drug development, having developed drugs such as Vitravene and Kynamro. Among them, Kynamro, a joint venture for the treatment of homozygous familial hypercholesterolemia, received FDA approval in 2016. Additionally, Alicaforsen and Spinraza were under development as candidate substances for various liver diseases and Huntington’s disease treatment. The company is conducting various research and clinical trials in the field of drug development. Recently, it obtained positive results in Phase 3 clinical trials for a treatment for rare genetic disorders.

Pacific Biosciences of California, Inc.

Pacific Biosciences is a notable company in the field of DNA sequencing, providing advanced sequencing technology through the PacBio RS series. First launched in late 2010, the PacBio RS initiated European service offerings through collaboration with GATC Biotech. In 2013, a new version with longer sequence reads and higher throughput was released. In 2022, the introduction of the Sequel System enhanced sequencing capacity at a smaller size and lower cost.

Customers can purchase reagent packs and “SMRT cells” for DNA preparation and sequencing. The latest system features higher cell density and 221,000 zero-mode waveguides, enabling rapid DNA sequencing.

On the software side, PacBio offers SMRT Analysis and SMRT Link applications, continuously developing bioinformatics tools for genome assembly and analysis. The company provides innovative technology and products in the field of DNA sequencing, supporting millions of genome sequencings annually.

Ginkgo Bioworks Holdings, Inc. Class A

Ginkgo Bioworks Holdings entered the field of biotechnology in 2014 through the Y Combinator startup accelerator program. Growth was achieved through strong venture capital funding and entry into the COVID-19 testing market. In 2021, it went public with a merger with SPAC Soaring Eagle, raising $5 billion and listing on the New York Stock Exchange (NYSE) with the new ticker “DNA,” and Baillie Gifford becoming the largest shareholder. In 2022, it acquired assets from Ginkgo Bioworks and entered into partnerships with Behtom, Zymergen, and the Intelligence Advanced Research Projects Activity to develop software tools for detecting microbial gene manipulation. The company continues innovative activities and remains at the forefront of the biotech industry.

As the “G” in ARKG stands for Genomic, the ETF is filled with gene-related companies, including gene editing technologies and therapies~

The genetic industry is just beginning~

Onwards and upwards in the future~!!

Sector

Health Technology	71.44%
Technology Services	13.84%
Health Services	11.30%
Commercial Services	2.02%
Electronic Technology	1.09%
Cash and/or Derivatives	0.31%

Current Price

Currently $28.18, showing a reversal after a roughly 81% decline from the peak~

If it breaks above $30, it opens up to $33~

If it falls below $22.2, it might go down to $19.2~

From November last year, compared with SPY~

ARKG has dropped quite a bit~ About a 36% difference~

Today, we looked at ARKG, a healthcare-related ETF~

Have a happy day~!!

PS. This is for information sharing, not investment advice~^^

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Healthcare ETF – About ARKG