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
| $51.7B | +$1.48B | 15 | 1.29% | Increased |
|
| 2 |
BlackRock
New York
| $43.6B | +$1.14B | 14 | 1.21% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $28.3B | -$1.93B | 7 | 4.81% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $24.6B | +$1.01B | 16 | 1.3% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $15.6B | -$867M | 16 | 1.22% | Reduced |
|
| 6 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $11.4B | -$305M | 4 | 5.55% | Reduced |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $10.2B | +$405M | 21 | 1.41% | Increased |
|
| 8 |
Morgan Stanley
New York
| $10B | +$338M | 26 | 1.32% | Increased |
|
| 9 |
Jennison Associates
New York
| $9.34B | -$334M | 3 | 6.19% | Reduced |
|
| 10 |
JP Morgan Chase
New York
| $8.05B | +$986M | 17 | 0.96% | Increased |
|
| 11 |
Norges Bank
Oslo,
Norway
| $7.08B | +$704M | 10 | 1.53% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $6.77B | +$121M | 15 | 1.19% | Increased |
|
| 13 |
SB Investment Advisers (UK)
London,
United Kingdom
| $6.47B | -$2.88B | 1 | 12.68% | Reduced |
|
| 14 |
T. Rowe Price Associates
Baltimore,
Maryland
| $5.6B | -$70M | 9 | 0.52% | Reduced |
|
| 15 |
Bank of New York Mellon
New York
| $5.52B | +$316M | 15 | 1.07% | Increased |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $5.02B | +$127M | 12 | 1.5% | Increased |
|
| 17 |
Invesco
Atlanta,
Georgia
| $4.77B | +$366M | 13 | 1.17% | Increased |
|
| 18 |
BAMCO Inc
New York
| $4.26B | +$10.6M | 3 | 9.74% | Increased |
|
| 19 |
UBS AM
Chicago,
Illinois
| $4.16B | +$193M | 11 | 1.78% | Increased |
|
| 20 |
ARK Investment Management
St. Petersburg,
Florida
| $4.15B | +$49.3M | 2 | 7.73% | Increased |
|
| 21 |
Goldman Sachs
New York
| $3.86B | +$682M | 21 | 0.86% | Increased |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $3.75B | +$315M | 15 | 1.26% | Increased |
|
| 23 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $3.65B | $0 | 1 | 22.9% | Maintained |
|
| 24 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $3.41B | +$390M | 5 | 2.02% | Increased |
|
| 25 |
Primecap Management
Pasadena,
California
| $3.37B | +$53.4M | 5 | 2.26% | Increased |
|