Autonomous Driving
Autonomous driving replaces the driver with sensors, maps, and software, first in controlled settings and then on open roads. Value shifts away from the vehicle towards the perception stack and the service that operates it.
53 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 26 |
BAMCO Inc
New York
| $3.15B | -$66.3M | 3 | 8.4% | Reduced |
|
| 27 |
Barclays
London,
United Kingdom
| $2.81B | +$713M | 19 | 0.98% | Increased |
|
| 28 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $2.54B | +$825M | 2 | 3.61% | Increased |
|
| 29 |
Amundi
Paris,
France
| $2.3B | +$73.6M | 9 | 0.99% | Increased |
|
| 30 |
Franklin Resources
San Mateo,
California
| $2.27B | +$654M | 7 | 0.72% | Increased |
|
| 31 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $2.19B | +$178M | 5 | 1.5% | Increased |
|
| 32 |
UBS Group
Zurich,
Switzerland
| $2.09B | +$698M | 27 | 0.52% | Increased |
|
| 33 |
Primecap Management
Pasadena,
California
| $2.08B | +$43.9M | 7 | 1.55% | Increased |
|
| 34 |
Swiss National Bank
Zurich,
Switzerland
| $2.04B | -$89M | 9 | 1.43% | Reduced |
|
| 35 |
California Public Employees Retirement System
Sacramento,
California
| $1.99B | +$64.5M | 6 | 1.4% | Increased |
|
| 36 |
D.E. Shaw & Co
New York
| $1.96B | +$216M | 16 | 1.68% | Increased |
|
| 37 |
American Century Companies
Kansas City,
Missouri
| $1.87B | -$200M | 9 | 1.17% | Reduced |
|
| 38 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.78B | -$34.5M | 13 | 0.83% | Reduced |
|
| 39 |
GQG Partners
Ft. Lauderdale,
Florida
| $1.73B | +$685M | 1 | 2.78% | Increased |
|
| 40 |
Ameriprise
Minneapolis,
Minnesota
| $1.69B | -$271M | 12 | 0.47% | Reduced |
|
| 41 |
HSBC Holdings
London,
United Kingdom
| $1.68B | +$331M | 11 | 1.14% | Increased |
|
| 42 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.49B | +$76.6M | 3 | 0.45% | Increased |
|
| 43 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.48B | -$365M | 27 | 0.34% | Reduced |
|
| 44 |
SB Investment Advisers (UK)
London,
United Kingdom
| $1.44B | -$415M | 3 | 14.17% | Reduced |
|
| 45 |
AllianceBernstein
Nashville,
Tennessee
| $1.42B | -$43.5M | 12 | 0.5% | Reduced |
|
| 46 |
ClearBridge Investments
New York
| $1.41B | +$3.46M | 4 | 1.12% | Increased |
|
| 47 |
VOYA Investment Management
Atlanta,
Georgia
| $1.38B | -$63.4M | 10 | 1.36% | Reduced |
|
| 48 |
Jane Street
New York
| $1.36B | -$428M | 23 | 0.28% | Reduced |
|
| 49 |
Edgewood Management
Greenwich,
Connecticut
| $1.35B | +$343M | 1 | 3.62% | Increased |
|
| 50 |
TMC
Toyota Motor Corp
Japan
| $1.31B | $0 | 4 | 75.6% | Maintained |
|