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
| $49.1B | +$1.28B | 11 | 1.33% | Increased |
|
| 2 |
BlackRock
New York
| $41.5B | +$419M | 11 | 1.22% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $29.7B | -$3.97B | 4 | 5.48% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $23B | -$39.6M | 10 | 1.32% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $16.5B | -$3.23B | 11 | 1.41% | Reduced |
|
| 6 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $11.5B | -$8.37B | 3 | 6.46% | Reduced |
|
| 7 |
Morgan Stanley
New York
| $10.1B | +$517M | 20 | 1.49% | Increased |
|
| 8 |
SB Investment Advisers (UK)
London,
United Kingdom
| $10B | -$2.12B | 1 | 17.39% | Reduced |
|
| 9 |
Jennison Associates
New York
| $9.76B | -$710M | 3 | 7.14% | Reduced |
|
| 10 |
Geode Capital Management
Boston,
Massachusetts
| $9.63B | +$504M | 14 | 1.47% | Increased |
|
| 11 |
JP Morgan Chase
New York
| $7.07B | -$820M | 13 | 0.94% | Reduced |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $6.52B | +$148M | 11 | 1.21% | Increased |
|
| 13 |
Norges Bank
Oslo,
Norway
| $6.21B | -$871M | 8 | 1.42% | Reduced |
|
| 14 |
T. Rowe Price Associates
Baltimore,
Maryland
| $5.13B | -$508M | 8 | 0.51% | Reduced |
|
| 15 |
Bank of New York Mellon
New York
| $5.1B | +$274M | 12 | 1.04% | Increased |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $4.82B | +$37.4M | 6 | 1.53% | Increased |
|
| 17 |
BAMCO Inc
New York
| $4.17B | -$435M | 2 | 10.27% | Reduced |
|
| 18 |
Invesco
Atlanta,
Georgia
| $4.1B | +$289M | 8 | 1.09% | Increased |
|
| 19 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $3.97B | $0 | 1 | 25.7% | Maintained |
|
| 20 |
ARK Investment Management
St. Petersburg,
Florida
| $3.86B | +$1.24B | 1 | 7.68% | Increased |
|
| 21 |
UBS AM
Chicago,
Illinois
| $3.8B | -$12.6M | 7 | 1.68% | Reduced |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $3.38B | +$39.4M | 8 | 1.26% | Increased |
|
| 23 |
Primecap Management
Pasadena,
California
| $3.22B | -$579M | 4 | 2.24% | Reduced |
|
| 24 |
Goldman Sachs
New York
| $3.08B | -$187M | 18 | 0.78% | Reduced |
|
| 25 |
Sands Capital Management
Arlington,
Virginia
| $3.07B | -$13.6M | 3 | 5.93% | Reduced |
|