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
| $8.01B | +$1.97B | 3 | 0.92% | Increased |
|
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
| $6.18B | -$273M | 3 | 0.95% | Reduced |
|
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $4.52B | -$102M | 1 | 4.87% | Reduced |
|
| 4 |
Vanguard Group
Malvern,
Pennsylvania
| $4.47B | -$27M | 4 | 0.19% | Reduced |
|
| 5 |
BlackRock
New York
| $3.97B | +$62.7M | 4 | 0.18% | Increased |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $2.17B | +$500M | 2 | 0.46% | Increased |
|
| 7 |
State Street
Boston,
Massachusetts
| $1.77B | -$28.6M | 4 | 0.15% | Reduced |
|
| 8 |
Jennison Associates
New York
| $1.58B | +$334M | 2 | 1.54% | Increased |
|
| 9 |
Bank of Montreal
Toronto,
Ontario, Canada
| $1.2B | -$32.2M | 4 | 0.99% | Reduced |
|
| 10 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.03B | -$23.8M | 1 | 0.44% | Reduced |
|
| 11 |
Invesco
Atlanta,
Georgia
| $870M | +$43.2M | 4 | 0.29% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $846M | -$8.51M | 4 | 0.23% | Reduced |
|
| 13 |
Artisan Partners
Milwaukee,
Wisconsin
| $821M | +$26.1M | 2 | 1.65% | Increased |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $814M | +$198M | 3 | 0.18% | Increased |
|
| 15 |
JP Morgan Chase
New York
| $775M | +$137M | 4 | 0.16% | Increased |
|
| 16 |
Janus Henderson Group
London,
| $706M | -$103M | 3 | 0.4% | Reduced |
|
| 17 |
Goldman Sachs
New York
| $669M | -$77.7M | 5 | 0.18% | Reduced |
|
| 18 |
BAMCO Inc
New York
| $664M | +$4.71M | 2 | 2.9% | Increased |
|
| 19 |
Geode Capital Management
Boston,
Massachusetts
| $663M | +$7.95M | 4 | 0.2% | Increased |
|
| 20 |
Lazard Asset Management
New York
| $662M | -$32.1M | 2 | 1.15% | Reduced |
|
| 21 |
Norges Bank
Oslo,
Norway
| $647M | +$24.4M | 3 | 0.22% | Increased |
|
| 22 |
Wells Fargo
San Francisco,
California
| $629M | +$13.8M | 4 | 0.19% | Increased |
|
| 23 |
Morgan Stanley
New York
| $618M | -$270M | 6 | 0.17% | Reduced |
|
| 24 |
Northern Trust
Chicago,
Illinois
| $576M | -$21.4M | 4 | 0.15% | Reduced |
|
| 25 |
Neuberger Berman Group
New York
| $523M | +$1.18M | 3 | 0.58% | Increased |
|