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
| $7.77B | -$180M | 3 | 0.94% | Reduced |
|
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $4.73B | -$542M | 2 | 5.99% | Reduced |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $4.5B | +$209M | 4 | 0.21% | Increased |
|
| 4 |
BlackRock
New York
| $3.83B | +$14M | 4 | 0.19% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.44B | -$299M | 3 | 0.42% | Reduced |
|
| 6 |
State Street
Boston,
Massachusetts
| $1.95B | -$31M | 4 | 0.17% | Reduced |
|
| 7 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.54B | -$92M | 1 | 0.67% | Reduced |
|
| 8 |
Capital World Investors
Los Angeles,
California
| $1.22B | -$245M | 2 | 0.28% | Reduced |
|
| 9 |
Bank of Montreal
Toronto,
Ontario, Canada
| $1.2B | +$8.75M | 4 | 1.1% | Increased |
|
| 10 |
Jennison Associates
New York
| $1.09B | -$55.2M | 2 | 1.12% | Reduced |
|
| 11 |
Norges Bank
Oslo,
Norway
| $1.06B | -$61.8M | 3 | 0.4% | Reduced |
|
| 12 |
Longview Partners
St Peter Port,
Guernsey
| $1B | +$41.4M | 1 | 5.43% | Increased |
|
| 13 |
Wellington Management Group
Boston,
Massachusetts
| $942M | -$307M | 3 | 0.22% | Reduced |
|
| 14 |
Invesco
Atlanta,
Georgia
| $857M | -$17.1M | 3 | 0.32% | Reduced |
|
| 15 |
Morgan Stanley
New York
| $845M | -$203M | 5 | 0.25% | Reduced |
|
| 16 |
Janus Henderson Group
London,
| $774M | +$108M | 3 | 0.5% | Increased |
|
| 17 |
JP Morgan Chase
New York
| $716M | -$117M | 3 | 0.16% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $658M | +$117M | 4 | 0.16% | Increased |
|
| 19 |
Geode Capital Management
Boston,
Massachusetts
| $655M | +$22.1M | 4 | 0.24% | Increased |
|
| 20 |
Bank of New York Mellon
New York
| $636M | +$98.2M | 4 | 0.18% | Increased |
|
| 21 |
American Century Companies
Kansas City,
Missouri
| $634M | +$12.4M | 3 | 0.64% | Increased |
|
| 22 |
Northern Trust
Chicago,
Illinois
| $624M | +$35.6M | 4 | 0.16% | Increased |
|
| 23 |
BAMCO Inc
New York
| $623M | +$12.1M | 2 | 2.96% | Increased |
|
| 24 |
Bank of America
Charlotte,
North Carolina
| $599M | +$130M | 4 | 0.1% | Increased |
|
| 25 |
Artisan Partners
Milwaukee,
Wisconsin
| $587M | +$109M | 2 | 1.08% | Increased |
|