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avatarShyon
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$ServiceNow(NOW)$ I continue to dollar-cost average (DCA) into ServiceNow (NYSE: NOW) because I believe the company is one of the strongest long-term beneficiaries of enterprise AI. While many businesses are still experimenting with AI, ServiceNow is already embedding AI agents and automation into mission-critical workflows, helping customers improve productivity and reduce operating costs. As AI adoption accelerates, I expect demand for its platform to continue expanding. Another reason I remain confident is ServiceNow's consistent financial execution. The company continues to deliver strong subscription revenue growth, high renewal rates, expanding margins and healthy free cash flow. These qualities give it the ability to invest aggressively
ARKX Investment Tracker position change: Decreased position in Kratos Defense & Security Solutions by 14,294 shares, the number of shares held decreased 1.39% compared to the previous period and now represents 7.15% of the total position.
ARKK Investment Tracker position change: Decreased position in Pacific Biosciences of California by 122,940 shares, the number of shares held decreased 0.95% compared to the previous period and now represents 0.35% of the total position.
ARKG Investment Tracker position change: Decreased position in Pacific Biosciences of California by 223,924 shares, the number of shares held decreased 2.06% compared to the previous period and now represents 1.01% of the total position.
ARKK Investment Tracker position change: Decreased position in Taiwan Semiconductor Manufacturing by 1,485 shares, the number of shares held decreased 0.95% compared to the previous period and now represents 1.15% of the total position.
ARKK Investment Tracker position change: Decreased position in Kratos Defense & Security Solutions by 13,320 shares, the number of shares held decreased 0.95% compared to the previous period and now represents 1.18% of the total position.
ARKQ Investment Tracker position change: Decreased position in Iridium by 1,436 shares, the number of shares held decreased 93.49% compared to the previous period and now represents 0.00027% of the total position.
ARKQ Investment Tracker position change: Decreased position in Teledyne by 1,454 shares, the number of shares held decreased 14.49% compared to the previous period and now represents 0.32% of the total position.
ARKQ Investment Tracker position change: Increased position in Kodiak Robotics by 1,168 shares, the number of shares held increased 0.03% compared to the previous period and now represents 0.95% of the total position.
ARKQ Investment Tracker position change: Decreased position in Alphabet by 49 shares, the number of shares held decreased 0.31% compared to the previous period and now represents 0.3% of the total position.
ARKQ Investment Tracker position change: Decreased position in Synopsys by 136 shares, the number of shares held decreased 0.31% compared to the previous period and now represents 0.94% of the total position.
ARKW Investment Tracker position change: Decreased position in Taiwan Semiconductor Manufacturing by 794 shares, the number of shares held decreased 0.84% compared to the previous period and now represents 2.57% of the total position.
ARKK Investment Tracker position change: Decreased position in Recursion Pharmaceuticals, Inc. by 194,385 shares, the number of shares held decreased 0.95% compared to the previous period and now represents 1.14% of the total position.
ARKQ Investment Tracker position change: Decreased position in Kratos Defense & Security Solutions by 7,162 shares, the number of shares held decreased 0.31% compared to the previous period and now represents 6.12% of the total position.
ARKQ Investment Tracker position change: Decreased position in Taiwan Semiconductor Manufacturing by 514 shares, the number of shares held decreased 0.31% compared to the previous period and now represents 3.84% of the total position.
ARKX Investment Tracker position change: Decreased position in Taiwan Semiconductor Manufacturing by 476 shares, the number of shares held decreased 1.38% compared to the previous period and now represents 2.09% of the total position.
ARKG Investment Tracker position change: Decreased position in Adaptive Biotechnologies Corp by 37,383 shares, the number of shares held decreased 2.06% compared to the previous period and now represents 2.75% of the total position.
ARKG Investment Tracker position change: Decreased position in Recursion Pharmaceuticals, Inc. by 287,300 shares, the number of shares held decreased 2.06% compared to the previous period and now represents 2.66% of the total position.
ARKW Investment Tracker position change: Decreased position in CrowdStrike Holdings, Inc. by 27,602 shares, the number of shares held decreased 11.11% compared to the previous period and now represents 2.79% of the total position.
ARKK Investment Tracker position change: Decreased position in Palantir Technologies Inc. by 13,500 shares, the number of shares held decreased 0.95% compared to the previous period and now represents 3.17% of the total position.