Cathie Wood's recent buying activity suggests she sees national security technology as an emerging theme -- one that sits alongside more obvious artificial intelligence (AI) applications.

CEO and chief investment officer of Ark Invest Cathie Wood earned a reputation for making high-conviction bets on disruptive, speculative opportunities aimed at toppling legacy incumbents in markets such as financial services, technology, and pharmaceuticals. When it comes to artificial intelligence (AI) stocks, it's no surprise that Wood has taken a liking to data analytics powerhouse Palantir Technologies , the third-largest holding across Ark's exchange-traded funds (ETFs).

Every now and then, however, Wood quietly complements Ark's high-growth positions with a select group of blue-chip counter

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