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
| $14.2B | +$733M | 8 | 0.5% | Increased |
|
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $13.1B | -$17.8M | 2 | 9.96% | Reduced |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $12.3B | -$74.3M | 3 | 2.98% | Reduced |
|
| 4 |
BlackRock
New York
| $11.7B | +$950M | 9 | 0.47% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $9.83B | +$131M | 6 | 1.08% | Increased |
|
| 6 |
SB Investment Advisers (UK)
London,
United Kingdom
| $6.91B | $0 | 1 | 75.25% | Maintained |
|
| 7 |
Jennison Associates
New York
| $5.61B | +$67.6M | 3 | 5.07% | Increased |
|
| 8 |
State Street
Boston,
Massachusetts
| $5.12B | +$344M | 7 | 0.37% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $3.85B | +$229M | 8 | 0.74% | Increased |
|
| 10 |
Morgan Stanley
New York
| $3.42B | +$16.6M | 12 | 0.76% | Increased |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.96B | +$51.3M | 6 | 0.37% | Increased |
|
| 12 |
Goldman Sachs
New York
| $2.81B | -$462M | 8 | 0.85% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $2.81B | +$158M | 6 | 0.81% | Increased |
|
| 14 |
Nuveen
Charlotte,
North Carolina
| $2.47B | +$249M | 5 | 1% | Increased |
|
| 15 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $2.26B | $0 | 1 | 22.36% | Maintained |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| $2.04B | -$7.35M | 9 | 0.44% | Reduced |
|
| 17 |
Invesco
Atlanta,
Georgia
| $1.92B | +$305M | 6 | 0.69% | Increased |
|
| 18 |
BAMCO Inc
New York
| $1.8B | +$9.23M | 2 | 6.52% | Increased |
|
| 19 |
UBS AM
Chicago,
Illinois
| $1.57B | +$280M | 6 | 0.96% | Increased |
|
| 20 |
Primecap Management
Pasadena,
California
| $1.52B | -$178M | 3 | 1.31% | Reduced |
|
| 21 |
Renaissance Technologies
New York
| $1.52B | +$573M | 5 | 1.31% | Increased |
|
| 22 |
Northern Trust
Chicago,
Illinois
| $1.51B | +$57M | 8 | 0.36% | Increased |
|
| 23 |
American Century Companies
Kansas City,
Missouri
| $1.37B | +$160M | 4 | 1.3% | Increased |
|
| 24 |
Sands Capital Management
Arlington,
Virginia
| $1.3B | +$3.11M | 3 | 3.15% | Increased |
|
| 25 |
Wellington Management Group
Boston,
Massachusetts
| $1.25B | -$514M | 5 | 0.28% | Reduced |
|