From robotaxis to rockets: Morningstar rated these two ETFs as top performers. How they're positioning right now

He helped clinch the apical 2 spots connected Morningstar's best performing ETFs past quarter, and present Ark Invest's Brett Winton is looking to bash it again with extended vulnerability to Big Tech and aerospace.

Winton helps acceptable strategy for the No. 1 ranked Ark Innovation ETF (ARKK) and runner-up Ark Space Exploration & Innovation ETF (ARKX). 

"We are successful the earliest stages of a monolithic technological translation here," the firm's main futurist told CNBC's "ETF Edge" this week. "There's going to beryllium bumps on the road, but we deliberation the close happening to bash is to thin into innovation implicit the agelong term."

The Ark Innovation ETF gained 48% past quarter. As of Tuesday's close, it's up 275% since its October 2014 launch. The firm's website describes the ETF arsenic an actively managed money that looks for cutting-edge advancements that person "real-world, applicable implications for people."

He cited Tesla's June motorboat of its robotaxi program successful Austin, Texas arsenic an example.

"People didn't deliberation they were going to beryllium capable to bash it, and the assets are connected the crushed and operating," Winton said. "We deliberation that's going to beryllium an incredibly invaluable network."

The electrical conveyance shaper is the Ark Innovation ETF apical holding, followed by Coinbase, Roku and Roblox, according to the firm's website connected Tuesday.

Winton is peculiarly bullish connected infrastructure for artificial intelligence.

"I deliberation we're successful the archetypal pitch... We're inactive successful warmups. We're inactive singing the nationalist anthem here. The concern successful AI information centers is going to explode," Winton said. "They're going to physique information centers that are 10x the size of the existent largest information centers, and that's going to output a show beforehand successful AI that's mind-blowing adjacent comparative to what's disposable today."

Morningstar's 2nd best-performing ETF of the 2nd 4th is the Ark Space Exploration & Innovation ETF, which gained 36% past 4th and is up 26% since its March 2021 launch.

The space-themed fund's apical holdings arsenic of June 30 are Kratos, Rocket Lab, Iridium Communications, AeroVironment and Archer Aviation, according to Ark Invest.

"ARKX [Ark Space Exploration & Innovation ETF] … performed precise good due to the fact that radical are opening to recognize you request to put successful these technologies and capabilities successful bid to vie successful the world," Winton said.

Ark Invest is besides placing bets connected fintech stocks.

Winton said there's "no question" that developments similar cryptocurrency and integer wallets volition reshape the fiscal landscape. He besides helps physique strategy for the Ark Fintech Innovation ETF (ARKF), which is up 45% truthful acold this year. Its apical holdings are Shopify, Robinhood and Coinbase Global.

"I expect that you'll spot a fig of accepted fiscal institutions yet crook the genu and say, 'Hey, we request to follow immoderate of these technologies,' due to the fact that it's nary longer capable oregon capable to connection consumers their wealth 3 to 5 days aboriginal erstwhile they privation to transportation it from spot to place," Winton said.