On the cloud computing front, Amazon is also the top player, with its Amazon Web Services (AWS) platform having about a 32% market share. This is also the larger of Amazon's two main businesses based on operating income, with AWS having Q2 operating income of $9.3 billion versus $5.3 billion for its e-commerce business.

Bitcoin could reach $1.5 million per coin by 2030, according to Cathie Wood. Institutional involvement will be a big catalyst, as increased allocations in the cryptocurrency could drive its price significantly higher.

While Cathie Wood, chief executive of Ark Investment Management, specializes in small- and midcap technology stocks, sometimes she goes for the megacaps. The idea presumably is to provide ballast for her funds,

Cathie Wood is well known for her aggressive investing style. She's poured billions of dollars into electric car manufacturers like Tesla and BYD, cryptocurrencies including Bitcoin, and dozens of other companies with massive upside potential -- but with plenty of downside potential,