Wood's flagship fund, the ARK Innovation ETF (NYSEMKT: ARKK), rallied nearly 150% in 2020 as investors flocked toward high-growth tech stocks, which stayed resilient during the pandemic. In other words, if investors believe these three companies will continue to grow over the long term, it might be smart to follow Cathie Wood's lead and pick up some shares. Do your own due diligence Roku, Zoom, and Twilio might seem undervalued relative to their growth potential after the inflation-induced sell-off, but investors shouldn't overlook their weaknesses.