I'd want to focus on Cathie's top choice, Unity $Unity Software Inc.(U)$
The use of Unity's water technology in the movie Avatar, as seen below, is something that excites everyone in this room. It is called Weta Tools. Water effects were needed for 2225 shots in the film Avatar, and it took over 8 days of simulation to complete one shot that was below the required high quality.
The toolkit was designed with a variety of unique solvers to reduce compute times because it was not computationally viable to create a single-representation water system.
Here some ideas why Cathie Wood still investing in Unity :
Growth potential: Unity operates in a rapidly growing market, with demand for real-time 3D content expected to continue to increase as technologies such as virtual reality and augmented reality become more mainstream.
Strong financial performance: Unity has reported strong financial results in recent quarters, with revenue and gross bookings increasing year-over-year.
Competitive advantage: Unity is one of the leading players in the real-time 3D content creation and distribution space, with a strong brand and a large and growing user base.
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