Stocks leading the way in disruptive industries have historically produced outsized results. The long-term returns of stocks such as low-cost retailer Walmart and streaming giant Netflix show the powerful force that brings change and improvement to people's lives.

However, profiting from such opportunities often means finding companies early. While nobody can make guarantees about the future, Roku (NASDAQ: ROKU) and Upstart (NASDAQ: UPST) hold such potential, and investors can find a more diversified approach to disruption in the ARK Innovation ETF (NYSEMKT: ARKK).

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Source Fool.com