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
| $24.4B | +$208M | 9 | 0.81% | Increased |
|
| 2 |
Capital World Investors
Los Angeles,
California
| $23.9B | +$54.9M | 4 | 5.23% | Increased |
|
| 3 |
BlackRock
New York
| $21B | +$582M | 9 | 0.78% | Increased |
|
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $15.2B | -$8.55B | 3 | 10.46% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $12B | -$2.65B | 7 | 1.22% | Reduced |
|
| 6 |
Jennison Associates
New York
| $9.32B | -$572M | 3 | 7.5% | Reduced |
|
| 7 |
State Street
Boston,
Massachusetts
| $8.98B | +$205M | 8 | 0.61% | Increased |
|
| 8 |
SB Investment Advisers (UK)
London,
United Kingdom
| $8.11B | $0 | 1 | 69.64% | Maintained |
|
| 9 |
Goldman Sachs
New York
| $6.03B | +$824M | 10 | 1.71% | Increased |
|
| 10 |
JP Morgan Chase
New York
| $5.85B | -$583M | 8 | 0.98% | Reduced |
|
| 11 |
Morgan Stanley
New York
| $5.08B | +$573M | 14 | 0.98% | Increased |
|
| 12 |
Norges Bank
Oslo,
Norway
| $4.78B | +$178M | 7 | 1.27% | Increased |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| $3.82B | +$192M | 10 | 0.75% | Increased |
|
| 14 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.34B | -$565M | 7 | 0.39% | Reduced |
|
| 15 |
Nuveen
Charlotte,
North Carolina
| $3.28B | -$721M | 6 | 1.26% | Reduced |
|
| 16 |
BAMCO Inc
New York
| $3.22B | -$270M | 2 | 9.87% | Reduced |
|
| 17 |
Invesco
Atlanta,
Georgia
| $2.81B | +$313M | 7 | 0.95% | Increased |
|
| 18 |
Northern Trust
Chicago,
Illinois
| $2.75B | +$102M | 9 | 0.6% | Increased |
|
| 19 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $2.66B | $0 | 1 | 37.69% | Maintained |
|
| 20 |
Primecap Management
Pasadena,
California
| $2.47B | -$342M | 4 | 2.04% | Reduced |
|
| 21 |
UBS AM
Chicago,
Illinois
| $2.41B | +$43.5M | 7 | 1.3% | Increased |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $2.01B | -$15.7M | 7 | 0.9% | Reduced |
|
| 23 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $1.93B | -$270M | 4 | 1.3% | Reduced |
|
| 24 |
Bank of New York Mellon
New York
| $1.93B | -$10.1M | 11 | 0.47% | Reduced |
|
| 25 |
Wells Fargo
San Francisco,
California
| $1.89B | -$56.2M | 11 | 0.52% | Reduced |
|