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 | |
|---|---|---|---|---|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
| $7.42B | +$629M | 3 | 0.94% | Increased |
|
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $4.28B | +$76.3M | 2 | 6.23% | Increased |
|
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.04B | -$320M | 3 | 0.76% | Reduced |
|
| 4 |
Vanguard Group
Malvern,
Pennsylvania
| $3.39B | +$127M | 4 | 0.17% | Increased |
|
| 5 |
BlackRock
New York
| $3B | +$2.67B | 4 | 0.16% | Increased |
|
| 6 |
State Street
Boston,
Massachusetts
| $1.63B | -$81M | 4 | 0.15% | Reduced |
|
| 7 |
Morgan Stanley
New York
| $1.38B | +$3.85M | 4 | 0.42% | Increased |
|
| 8 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.36B | +$41.5M | 1 | 0.63% | Increased |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| $1.22B | -$37M | 3 | 0.29% | Reduced |
|
| 10 |
Capital World Investors
Los Angeles,
California
| $1.15B | +$165M | 2 | 0.27% | Increased |
|
| 11 |
Bank of Montreal
Toronto,
Ontario, Canada
| $986M | +$9.16M | 4 | 0.93% | Increased |
|
| 12 |
Jennison Associates
New York
| $905M | +$51.1M | 2 | 0.97% | Increased |
|
| 13 |
JP Morgan Chase
New York
| $792M | -$126M | 3 | 0.18% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $782M | -$117M | 3 | 0.32% | Reduced |
|
| 15 |
Longview Partners
St Peter Port,
Guernsey
| $762M | -$39.4M | 1 | 4.96% | Reduced |
|
| 16 |
Invesco
Atlanta,
Georgia
| $671M | +$168M | 3 | 0.22% | Increased |
|
| 17 |
American Century Companies
Kansas City,
Missouri
| $540M | -$17.9M | 3 | 0.56% | Reduced |
|
| 18 |
Geode Capital Management
Boston,
Massachusetts
| $492M | +$30.5M | 4 | 0.2% | Increased |
|
| 19 |
Lazard Asset Management
New York
| $482M | -$36.1M | 2 | 0.91% | Reduced |
|
| 20 |
BAMCO Inc
New York
| $476M | -$2.48M | 2 | 2.52% | Reduced |
|
| 21 |
Northern Trust
Chicago,
Illinois
| $471M | +$10.9M | 4 | 0.14% | Increased |
|
| 22 |
TIAA CREF Investment Management
New York
| $457M | +$46.1M | 2 | 0.33% | Increased |
|
| 23 |
Bank of New York Mellon
New York
| $412M | +$21.8M | 4 | 0.11% | Increased |
|
| 24 |
Goldman Sachs
New York
| $411M | +$107M | 3 | 0.11% | Increased |
|
| 25 |
Sanders Capital
West Palm Beach,
Florida
| $393M | -$59M | 1 | 2.6% | Reduced |
|