As the buzz around artificial intelligence continues to rise, investors are trying to identify the best sectors to profit from. Ark Invest's Tasha Keeney is no exception. Keeney, director of investment analysis and institutional strategy at the asset management firm, predicts that innovation will boost equity market capitalization to $220 trillion by the end of 2010, from $15 trillion to $20 trillion today. “Most of it…what we're expecting is actually coming from AI,” she said. With a strong focus on innovation, Ark Invest invests in areas such as self-driving cars, drones and robotics, energy storage, 3D printing, and space exploration through the Ark Autonomous Tech & Robotics ETF (ticker ARKQ). Despite a bumper year in 2020 post-pandemic, the fund has struggled and is currently down about 3.7% since the beginning of the year. Self-driving cars: a $28 trillion opportunity Self-driving cars are one AI-related area that Keeney is “particularly excited about.” “Today, self-driving cars are already driving in major cities around the world, and we believe they will scale over the next decade. We believe it will reach $28 trillion,” she said. He told CNBC's “Street Signs Asia” on March 8. She said the company that stands out to her is Tesla. This is also a long-time favorite stock of Ark Investment's Cathie Wood. Keeney named the company an industry leader, and she cited “incremental advances in self-driving technology” as one of the company's advantages. “Certainly, it's not perfect yet. Problems still arise in certain scenarios. But what we're relying on here is the advantage of the data provided by Tesla. [has and] “This is very important for AI in general,” she said. Tesla stock has fallen about 1.8% over the past 12 months. Ark Investments has a $200 price target on the stock, which Keeney said is being updated. Tesla was trading at around $178 on Friday, but many analysts are now cautious about the stock, with 49 analysts covering Tesla, according to FactSet data. , 23 respondents are leaving the stock unchanged, 18 are buying or overweight, and 8 are selling or overweight. “Underweight rating. Average price target $210.65. Autonomous drones: 'A very hot topic.'” Beyond automakers, Keeney is riding the autonomy wave through the drone opportunity. “We are seeing an increase in conflicts globally,” she said, naming Kratos Defense and Security Solutions and AeroVironment as two stocks to watch because of their lower cost and more affordable drone platforms. . Keeney said the company makes munitions and drones, and she is a “long-time leader” in surveillance technology. Drone technology, Keeney said, goes beyond military applications and has applications across industries, she emphasized. For example, supermarket chain Walmart has partnered with drone delivery companies Wing (backed by Google's parent company Alphabet) and Zipline to deliver food to consumers. “Ultimately… it reduces costs for the end consumer,” she says.