Ark Funds held its annual Big Ideas event recently and shared 15 themes to watch for 2021 and the future.

The themes presented by Cathie Wood and her team could provide hints at which companies in the future could be included in the ETFs.

Here is a look at some potential candidates based on the Ark Funds 2021 Big Ideas.

1. Desktop Metal: 3D printing company Desktop Metal (NYSE:DM) fits the profile of the 3D printing theme revolutionizing manufacturing. Desktop Metal is included in the 3D Printing ETF (BATS:PRNT) and based on the comments from Ark could soon be added to additional ETFs from the company.

2. AST & Science: Going public via a SPAC deal with New Providence Acquisition Corp (NASDAQ:NPA), AST & Science is bringing its ambitious plans for 5G from space to the public markets.

The company seems like a perfect fit for Ark’s Big Idea of orbital aerospace. Under this idea, Ark calls for satellite broadband to see strong revenue growth in the future. AST is targeting the $1 trillion global mobile wireless service market.

AST said that 51% of the global population does not have mobile broadband. The company’s plans call for launching over 180 satellites to bring 5G access to customers with a goal of hitting 373 million subscribers by 2027.

Related Link: Cathie Wood Increases Teladoc Holdings Across Ark ETFs 

6. EHang Holdings: Autonomous aerial vehicle company EHang Holdings (NASDAQ:EH) is up over 450% in the last year. The company has become one of the ways for investors to get exposure to the growing passenger transport and logistics for urban air mobility. With the focus on drone delivery as a 2021 Big Idea, Ehang could be on the radar of Ark Funds.

7. Natera: Natera Inc (NASDAQ:NTRA) is the global leader in cell-free DNA testing focusing on women’s health and oncology. The company could find itself fitting into the Ark Funds Big Idea of long road sequencing.

(Photo by Greg Rakozy on Unsplash)