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 |
Vanguard Group
Malvern,
Pennsylvania
| $7.57B | +$308M | 8 | 0.32% | Increased |
|
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $6.43B | -$1.09B | 2 | 6.96% | Reduced |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $6.34B | +$532M | 6 | 0.88% | Increased |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $6.26B | +$39.9M | 3 | 1.82% | Increased |
|
| 5 |
SB Investment Advisers (UK)
London,
United Kingdom
| $6.2B | $0 | 1 | 66.84% | Maintained |
|
| 6 |
BlackRock
New York
| $5.85B | +$371M | 9 | 0.29% | Increased |
|
| 7 |
Jennison Associates
New York
| $3.15B | +$966M | 3 | 3.83% | Increased |
|
| 8 |
Morgan Stanley
New York
| $2.76B | +$766M | 11 | 0.75% | Increased |
|
| 9 |
State Street
Boston,
Massachusetts
| $2.65B | +$146M | 7 | 0.23% | Increased |
|
| 10 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $2.03B | -$16.4M | 1 | 20.8% | Reduced |
|
| 11 |
JP Morgan Chase
New York
| $1.95B | +$270M | 8 | 0.46% | Increased |
|
| 12 |
Goldman Sachs
New York
| $1.82B | +$1.28B | 7 | 0.64% | Increased |
|
| 13 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.79B | -$1.83B | 6 | 0.28% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $1.55B | +$484M | 6 | 0.55% | Increased |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $1.37B | -$30M | 5 | 0.36% | Reduced |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $1.27B | +$43.6M | 5 | 0.62% | Increased |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| $1.1B | +$117M | 9 | 0.29% | Increased |
|
| 18 |
Invesco
Atlanta,
Georgia
| $1.07B | +$254M | 6 | 0.45% | Increased |
|
| 19 |
Sands Capital Management
Arlington,
Virginia
| $1B | +$691M | 3 | 3.35% | Increased |
|
| 20 |
Primecap Management
Pasadena,
California
| $885M | +$83.6M | 2 | 0.87% | Increased |
|
| 21 |
BAMCO Inc
New York
| $878M | -$1.82M | 2 | 4.3% | Reduced |
|
| 22 |
Altimeter Capital Management
Boston,
Massachusetts
| $870M | +$331M | 1 | 26.1% | Increased |
|
| 23 |
Northern Trust
Chicago,
Illinois
| $796M | +$46.1M | 8 | 0.23% | Increased |
|
| 24 |
UBS AM
Chicago,
Illinois
| $765M | +$266M | 6 | 0.55% | Increased |
|
| 25 |
Viking Global Investors
Stamford,
Connecticut
| $732M | -$412M | 1 | 3.81% | Reduced |
|