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
| $49.4B | +$7.59B | 10 | 1.43% | Increased |
|
| 2 |
BlackRock
New York
| $42.5B | +$6.48B | 10 | 1.35% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $35B | -$2.78B | 4 | 6.74% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $24B | +$7.07B | 9 | 1.47% | Increased |
|
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $19.8B | -$3.77B | 4 | 11.04% | Reduced |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $19.1B | +$344M | 10 | 1.7% | Increased |
|
| 7 |
SB Investment Advisers (UK)
London,
United Kingdom
| $11.3B | $0 | 1 | 45.65% | Maintained |
|
| 8 |
Jennison Associates
New York
| $10.7B | -$3.11B | 3 | 7.6% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $9.49B | +$2.47B | 11 | 1.59% | Increased |
|
| 10 |
Morgan Stanley
New York
| $9.33B | +$1.59B | 18 | 1.44% | Increased |
|
| 11 |
JP Morgan Chase
New York
| $7.76B | -$1.46B | 10 | 1.14% | Reduced |
|
| 12 |
Norges Bank
Oslo,
Norway
| $7.17B | -$339M | 7 | 1.68% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $6.62B | +$1.63B | 10 | 1.29% | Increased |
|
| 14 |
T. Rowe Price Associates
Baltimore,
Maryland
| $5.58B | +$480M | 7 | 0.57% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $5.02B | +$1.46B | 11 | 1.09% | Increased |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $4.93B | -$142M | 6 | 1.67% | Reduced |
|
| 17 |
BAMCO Inc
New York
| $4.81B | -$320M | 2 | 11.9% | Reduced |
|
| 18 |
UBS AM
Chicago,
Illinois
| $3.9B | +$254M | 7 | 1.83% | Increased |
|
| 19 |
Primecap Management
Pasadena,
California
| $3.89B | -$166M | 4 | 2.89% | Reduced |
|
| 20 |
Invesco
Atlanta,
Georgia
| $3.88B | +$323M | 8 | 1.13% | Increased |
|
| 21 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $3.71B | $0 | 1 | 29.08% | Maintained |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $3.49B | +$211M | 8 | 1.37% | Increased |
|
| 23 |
Goldman Sachs
New York
| $3.36B | -$4.58B | 12 | 0.87% | Reduced |
|
| 24 |
Coatue Management
New York
| $3.09B | +$349M | 5 | 11.58% | Increased |
|
| 25 |
Sands Capital Management
Arlington,
Virginia
| $2.97B | +$692M | 3 | 5.63% | Increased |
|