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
| $5.59B | -$1.79B | 4 | 0.95% | Reduced |
|
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $4.4B | +$35.1M | 1 | 5.72% | Increased |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $4.04B | +$246M | 5 | 0.18% | Increased |
|
| 4 |
BlackRock
New York
| $3.37B | -$22.3M | 6 | 0.17% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $3.36B | -$176M | 4 | 0.46% | Reduced |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $2.91B | +$603M | 2 | 0.79% | Increased |
|
| 7 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $2.75B | +$2.67B | 1 | 100% | New |
|
| 8 |
Jennison Associates
New York
| $1.8B | +$152M | 2 | 2.01% | Increased |
|
| 9 |
State Street
Boston,
Massachusetts
| $1.54B | -$55.5M | 5 | 0.14% | Reduced |
|
| 10 |
Norges Bank
Oslo,
Norway
| $944M | +$441M | 4 | 0.35% | Increased |
|
| 11 |
Invesco
Atlanta,
Georgia
| $820M | +$43.1M | 5 | 0.31% | Increased |
|
| 12 |
Massachusetts Financial Services
Boston,
Massachusetts
| $729M | +$89.5M | 1 | 0.35% | Increased |
|
| 13 |
Goldman Sachs
New York
| $676M | +$56.5M | 5 | 0.22% | Increased |
|
| 14 |
JP Morgan Chase
New York
| $660M | +$118M | 6 | 0.15% | Increased |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $612M | -$204M | 3 | 0.15% | Reduced |
|
| 16 |
Morgan Stanley
New York
| $605M | +$38.4M | 10 | 0.18% | Increased |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| $592M | +$16.2M | 5 | 0.18% | Increased |
|
| 18 |
BAMCO Inc
New York
| $584M | -$26.8M | 2 | 2.96% | Reduced |
|
| 19 |
Lazard Asset Management
New York
| $549M | +$23.1M | 2 | 1.01% | Increased |
|
| 20 |
Northern Trust
Chicago,
Illinois
| $506M | +$31.7M | 5 | 0.14% | Increased |
|
| 21 |
OppenheimerFunds
New York
| $504M | -$78.1M | 2 | 0.72% | Reduced |
|
| 22 |
Artisan Partners
Milwaukee,
Wisconsin
| $482M | -$104M | 2 | 1.09% | Reduced |
|
| 23 |
Bank of New York Mellon
New York
| $481M | -$32.1M | 6 | 0.15% | Reduced |
|
| 24 |
Harding Loevner
Bridgewater,
New Jersey
| $467M | +$270M | 1 | 2.7% | Increased |
|
| 25 |
American Century Companies
Kansas City,
Missouri
| $446M | +$54.1M | 3 | 0.51% | Increased |
|