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
| $8.26B | -$1.16B | 3 | 1.03% | Reduced |
|
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $5.43B | -$73.9M | 2 | 7.31% | Reduced |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $4.18B | +$129M | 4 | 0.21% | Increased |
|
| 4 |
BlackRock
New York
| $3.68B | +$83.1M | 4 | 0.2% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.76B | -$2.1B | 3 | 0.5% | Reduced |
|
| 6 |
State Street
Boston,
Massachusetts
| $1.9B | -$12.2M | 4 | 0.17% | Reduced |
|
| 7 |
Capital World Investors
Los Angeles,
California
| $1.46B | -$2.74M | 2 | 0.34% | Reduced |
|
| 8 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.45B | -$21M | 1 | 0.65% | Reduced |
|
| 9 |
Bank of Montreal
Toronto,
Ontario, Canada
| $1.25B | -$16.6M | 4 | 1.2% | Reduced |
|
| 10 |
Jennison Associates
New York
| $1.2B | +$38.5M | 2 | 1.27% | Increased |
|
| 11 |
Wellington Management Group
Boston,
Massachusetts
| $1.12B | -$257M | 3 | 0.26% | Reduced |
|
| 12 |
Norges Bank
Oslo,
Norway
| $1.03B | +$136M | 3 | 0.41% | Increased |
|
| 13 |
Morgan Stanley
New York
| $967M | -$717M | 5 | 0.29% | Reduced |
|
| 14 |
Longview Partners
St Peter Port,
Guernsey
| $857M | +$25M | 1 | 4.94% | Increased |
|
| 15 |
Invesco
Atlanta,
Georgia
| $847M | +$34.5M | 3 | 0.26% | Increased |
|
| 16 |
JP Morgan Chase
New York
| $796M | -$114M | 3 | 0.18% | Reduced |
|
| 17 |
BAMCO Inc
New York
| $630M | +$14.4M | 2 | 3.22% | Increased |
|
| 18 |
Geode Capital Management
Boston,
Massachusetts
| $618M | +$26.9M | 4 | 0.24% | Increased |
|
| 19 |
Janus Henderson Group
London,
| $604M | +$453M | 3 | 0.41% | Increased |
|
| 20 |
American Century Companies
Kansas City,
Missouri
| $577M | -$45.6M | 3 | 0.6% | Reduced |
|
| 21 |
Northern Trust
Chicago,
Illinois
| $567M | +$6.19M | 4 | 0.16% | Increased |
|
| 22 |
TIAA CREF Investment Management
New York
| $531M | -$12.1M | 3 | 0.37% | Reduced |
|
| 23 |
Bank of New York Mellon
New York
| $515M | +$29.7M | 3 | 0.15% | Increased |
|
| 24 |
Goldman Sachs
New York
| $503M | +$7.05M | 3 | 0.13% | Increased |
|
| 25 |
Bank of America
Charlotte,
North Carolina
| $443M | +$114M | 4 | 0.09% | Increased |
|