He helped clinch the top two spots on Morningstar's best performing ETFs last quarter, and now Ark Invest's Brett Winton is looking to do it again.

He helped clinch the top two spots on Morningstar's best performing ETFs last quarter, and now Ark Invest's Brett Winton is looking to do it again with extensive exposure to Big Tech and aerospace.

Winton helps set strategy for the No. 1 ranked Ark Innovation ETF (ARKK) and runner-up Ark Space Exploration & Innovation ETF (ARKX). 

"We are in the earliest stages of a massive technological transformation here," the firm's chief futurist told CNBC's "ETF Edge" this week. "There's going to be bumps along the road, but we think the right thing to do is to lean into innovation over the long term."

The Ark Innovation ETF gained 48% last quarter. As of Tuesday's close, it's up 275% since its October 2014 launch. The firm's website describes the ETF as an actively managed fund that looks for cutting-edge advancements that have "real-world, practical implications for people."

He cited Tesla's June launch of its robotaxi program in Austin, Texas as an example.

"People didn't think they were going to be able to do it, and the assets are on the ground and operating," Winton said. "We think that's going to be an incredibly valuable network."

The electric vehicle maker is the Ark Innovation ETF top holding, followed by Coinbase, Roku and Roblox, according to the firm's website on Tuesday.

Winton is particularly bullish on infrastructure for artificial intelligence.