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WHAT MOVED THE MARKET TODAY

ARK Innovation ETF

43 stocks · cap-weighted, ETF-derived weights · Aug 25, 2026 close
86.43
+7.28 (+9.20%)
ARKK 86.43 · +7.3 pts (+9.20%) 1W
87.2985.1282.9580.79EW +7.25%H 86.76 · 12:00L 79.15 · open
Aug 19Aug 20Aug 21Aug 24Aug 25
30-minute bars · index reconstructed live from member prices
Breadth
30 / 43
stocks rose with the index
Concentration
44%
of the gain from TEM, CRCL, TWST
Biggest driver
TEM +1.36
TEMPUS AI INC-CL A, +39.24%
Biggest drag
CBRS −0.32
CEREBRAS SYSTEMS INC - A, −16.41%

What drove it

43 members · drivers first · 1W · residual 7.2bp within 60bp gate

The ARKK rose 9.20% (+7.28 pts) on the week on a mixed tape; TEM, CRCL, TWST did most of the lifting, with 44% of the gain between them.

Read the latest market-close note: Nvidia and Goldman Sachs Lead a Narrow Advance as Energy and Staples Slide

+8.4 pts from 30 gainers1.1 pts from 13 losers
net +7.3 pts · gainers outweigh losers 7.5 to 1
Stock
Points
Return
ARKKsum of all 43 stocks
+7.3
100%
+9.20%
TEMTEMPUS AI INC-CL A
+1.4
19%
+39.24%
CRCLCIRCLE INTERNET GROUP INC
+0.9
13%
+28.31%
TWSTTWIST BIOSCIENCE CORP
+0.9
12%
+30.42%
COINCOINBASE GLOBAL INC -CLASS A
+0.8
11%
+27.99%
CRSPCRISPR THERAPEUTICS AG
+0.6
8%
+14.97%
HOODROBINHOOD MARKETS INC - A
+0.6
8%
+22.46%
BMNRBITMINE IMMERSION TECHNOLOGI
+0.4
6%
+35.75%
TSLATESLA INC
+0.4
5%
+3.97%
BLSHBULLISH
+0.4
5%
+30.06%
BEAMBEAM THERAPEUTICS INC
+0.4
5%
+16.79%
TXG10X GENOMICS INC-CLASS A
+0.3
5%
+16.34%
NTLAINTELLIA THERAPEUTICS INC
+0.3
4%
+16.47%
SHOPSHOPIFY INC - CLASS A
+0.2
2%
+4.98%
ILMNILLUMINA INC
+0.2
2%
+19.49%
RXRXRECURSION PHARMACEUTICALS-A
+0.1
2%
+15.21%
13 othersclick to expand the full index
+0.6
9%
·
GOOGLALPHABET INC-CL A
+0.0
0%
+0.80%
RBLXROBLOX CORP -CLASS A
+0.0
0%
+3.85%
CERSCERUS CORP
−0.0
0%
−1.45%
ARKYARK ACTIVE AUTOCALL INC ETF
−0.0
0%
−3.11%
ACHRARCHER AVIATION INC-A
−0.0
0%
−5.62%
AMDADVANCED MICRO DEVICES
−0.0
−1%
−1.08%
NVDANVIDIA CORP
−0.1
−1%
−3.04%
NETCLOUDFLARE INC - CLASS A
−0.1
−1%
−7.90%
BWXTBWX TECHNOLOGIES INC
−0.1
−1%
−9.29%
AVGOBROADCOM INC
−0.1
−1%
−6.12%
TERTERADYNE INC
−0.1
−1%
−9.36%
SPCXSPACE EXPLORATION TECHN-CL A
−0.1
−1%
−3.76%
CRWVCOREWEAVE INC-CL A
−0.1
−2%
−5.51%
KTOSKRATOS DEFENSE & SECURITY
−0.1
−2%
−15.08%
CBRSCEREBRAS SYSTEMS INC - A
−0.3
−4%
−16.41%
Cap weighting, illustrated

TESLA INC and ROBLOX CORP -CLASS A moved almost identically (+3.97% vs +3.85%), yet TSLA moved the ARKK 37.9× as much. In a cap-weighted index, the bigger company's weight turns the same percentage move into far more points.

Attribution map

slicing the +7.28 pt move · cell size = points contributed · color = direction, intensity = return
TEM+1.4 pts(+39.2%)
CRCL+0.9 pts(+28.3%)
TWST+0.9 pts(+30.4%)
COIN+0.8 pts(+28.0%)
CRSP+0.6 pts(+15.0%)
HOOD+0.6 pts(+22.5%)
BMNR+0.4 pts(+35.7%)
TSLA+0.4 pts
BLSH+0.4 pts(+30.1%)
BEAM+0.4 pts(+16.8%)
TXG+0.3 pts
CBRS−0.3 pts
NTLA+0.3 pts(+16.5%)
SHOP
ILMN
KTOS−0.1 pts
RXRX+0.1 pts
WGS
CRWV
SPCX
XYZ+0.1 pts
AVGO
NTRA
BWXT
NET
NVDA
META
VCYT
SOFI

Concentration curve

cumulative share of the +7.28 pt move · sorted by contribution
0%50%100%11223243stocks:3 stocks = 44%100% covered at 12

When they drove it

cumulative points through the period
0TEM +1.36CRCL +0.92TWST +0.89CBRS −0.32KTOS −0.14CRWV −0.12Aug 18Aug 25

Breadth

member returns, this period
−20%−10%0%+10%+20%+30%
From −16.41% (CBRS) to +39.24% (TEM). Equal-weight, the ARKK would be +7.25% vs the actual +9.20%; the gap is what cap weighting did.

By sector

point contribution · sums to +7.28 pts
Unknown43
+7.3

The year, session by session

every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUG

Share this move

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