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 |
T. Rowe Price Associates
Baltimore,
Maryland
| $5.34B | +$2.25B | 3 | 0.85% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $4.7B | -$919M | 3 | 0.56% | Reduced |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $3.81B | +$77.7M | 4 | 0.17% | Increased |
|
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.62B | -$132M | 2 | 4.25% | Reduced |
|
| 5 |
BlackRock
New York
| $3.32B | +$139M | 4 | 0.16% | Increased |
|
| 6 |
State Street
Boston,
Massachusetts
| $1.54B | -$95.1M | 4 | 0.13% | Reduced |
|
| 7 |
Capital World Investors
Los Angeles,
California
| $1.27B | +$350M | 2 | 0.29% | Increased |
|
| 8 |
Massachusetts Financial Services
Boston,
Massachusetts
| $975M | -$101M | 1 | 0.42% | Reduced |
|
| 9 |
Bank of Montreal
Toronto,
Ontario, Canada
| $974M | +$12.7M | 4 | 0.87% | Increased |
|
| 10 |
Jennison Associates
New York
| $946M | -$55.4M | 2 | 0.94% | Reduced |
|
| 11 |
Morgan Stanley
New York
| $822M | +$30.4M | 6 | 0.23% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $753M | +$237M | 4 | 0.21% | Increased |
|
| 13 |
Artisan Partners
Milwaukee,
Wisconsin
| $750M | +$93.7M | 2 | 1.52% | Increased |
|
| 14 |
Janus Henderson Group
London,
| $749M | -$92.3M | 3 | 0.44% | Reduced |
|
| 15 |
Invesco
Atlanta,
Georgia
| $711M | +$11.7M | 4 | 0.27% | Increased |
|
| 16 |
WCM Investment Management
Laguna Beach,
California
| $691M | +$29.8M | 1 | 6.46% | Increased |
|
| 17 |
Goldman Sachs
New York
| $679M | +$26.7M | 4 | 0.17% | Increased |
|
| 18 |
Lazard Asset Management
New York
| $662M | -$24.2M | 3 | 1.13% | Reduced |
|
| 19 |
Wellington Management Group
Boston,
Massachusetts
| $621M | -$78.5M | 3 | 0.14% | Reduced |
|
| 20 |
Wells Fargo
San Francisco,
California
| $591M | +$39.9M | 4 | 0.17% | Increased |
|
| 21 |
JP Morgan Chase
New York
| $559M | +$7.02M | 4 | 0.12% | Increased |
|
| 22 |
Norges Bank
Oslo,
Norway
| $558M | -$317M | 3 | 0.2% | Reduced |
|
| 23 |
Geode Capital Management
Boston,
Massachusetts
| $555M | +$12.4M | 4 | 0.18% | Increased |
|
| 24 |
BAMCO Inc
New York
| $541M | +$21M | 2 | 2.49% | Increased |
|
| 25 |
Northern Trust
Chicago,
Illinois
| $515M | -$10.4M | 4 | 0.13% | Reduced |
|