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
| $7.06B | +$2.29B | 4 | 1.03% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $3.88B | +$123M | 5 | 0.15% | Increased |
|
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.48B | -$14.5M | 1 | 3.75% | Reduced |
|
| 4 |
BlackRock
New York
| $3.45B | +$115M | 5 | 0.15% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $3.1B | -$3.78B | 4 | 0.35% | Reduced |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $1.83B | +$185M | 2 | 0.45% | Increased |
|
| 7 |
State Street
Boston,
Massachusetts
| $1.67B | +$186M | 5 | 0.13% | Increased |
|
| 8 |
Jennison Associates
New York
| $1.33B | +$115M | 2 | 1.22% | Increased |
|
| 9 |
Bank of Montreal
Toronto,
Ontario, Canada
| $939M | -$296K | 5 | 0.74% | Reduced |
|
| 10 |
Wellington Management Group
Boston,
Massachusetts
| $925M | +$207M | 3 | 0.19% | Increased |
|
| 11 |
Massachusetts Financial Services
Boston,
Massachusetts
| $890M | -$56.2M | 1 | 0.37% | Reduced |
|
| 12 |
Artisan Partners
Milwaukee,
Wisconsin
| $769M | +$19.6M | 2 | 1.46% | Increased |
|
| 13 |
Invesco
Atlanta,
Georgia
| $763M | +$43.2M | 6 | 0.24% | Increased |
|
| 14 |
Lazard Asset Management
New York
| $696M | +$94.5M | 2 | 1.13% | Increased |
|
| 15 |
OppenheimerFunds
New York
| $696M | +$275M | 2 | 0.81% | Increased |
|
| 16 |
JP Morgan Chase
New York
| $629M | -$58.8M | 6 | 0.12% | Reduced |
|
| 17 |
Goldman Sachs
New York
| $623M | +$66.6M | 5 | 0.16% | Increased |
|
| 18 |
Geode Capital Management
Boston,
Massachusetts
| $599M | +$42M | 5 | 0.17% | Increased |
|
| 19 |
Wells Fargo
San Francisco,
California
| $580M | +$16.7M | 5 | 0.16% | Increased |
|
| 20 |
Norges Bank
Oslo,
Norway
| $579M | +$20.6M | 4 | 0.19% | Increased |
|
| 21 |
Bank of New York Mellon
New York
| $577M | -$178M | 5 | 0.15% | Reduced |
|
| 22 |
Neuberger Berman Group
New York
| $564M | +$89.1M | 4 | 0.64% | Increased |
|
| 23 |
Morgan Stanley
New York
| $531M | +$23.7M | 9 | 0.13% | Increased |
|
| 24 |
BAMCO Inc
New York
| $507M | -$19.8M | 2 | 2.1% | Reduced |
|
| 25 |
Northern Trust
Chicago,
Illinois
| $491M | +$4.15M | 6 | 0.12% | Increased |
|