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
| $77.6B | +$981M | 22 | 1.76% | Increased |
|
| 2 |
BlackRock
New York
| $64.6B | +$176M | 22 | 1.65% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $41.3B | -$859M | 6 | 6.53% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $38.7B | +$1.58B | 22 | 1.84% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $19.5B | +$784M | 20 | 1.44% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $16.3B | +$598M | 26 | 1.96% | Increased |
|
| 7 |
Jennison Associates
New York
| $13.4B | +$404M | 3 | 8.47% | Increased |
|
| 8 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $11.9B | -$2.91B | 6 | 6.53% | Reduced |
|
| 9 |
Morgan Stanley
New York
| $10.9B | +$1.92B | 29 | 1.34% | Increased |
|
| 10 |
JP Morgan Chase
New York
| $10.6B | +$1.12B | 25 | 1.22% | Increased |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $10.6B | +$4.41B | 16 | 0.95% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $10.2B | -$33.7M | 20 | 1.67% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $9.66B | -$256M | 11 | 1.99% | Reduced |
|
| 14 |
SB Investment Advisers (UK)
London,
United Kingdom
| $8.5B | +$5.3B | 3 | 24.78% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $7.85B | -$297M | 21 | 1.42% | Reduced |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $7.35B | +$534M | 13 | 2.17% | Increased |
|
| 17 |
BAMCO Inc
New York
| $6.24B | -$231M | 3 | 13.25% | Reduced |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $5.74B | -$32.2M | 17 | 1.74% | Reduced |
|
| 19 |
Goldman Sachs
New York
| $5.7B | -$390M | 25 | 1.13% | Reduced |
|
| 20 |
UBS AM
Chicago,
Illinois
| $5.65B | -$71.1M | 15 | 2.16% | Reduced |
|
| 21 |
Invesco
Atlanta,
Georgia
| $5.34B | +$502M | 15 | 1.29% | Increased |
|
| 22 |
Charles Schwab
San Francisco,
California
| $4.75B | +$163M | 20 | 1.4% | Increased |
|
| 23 |
Primecap Management
Pasadena,
California
| $4.49B | -$353M | 7 | 3.11% | Reduced |
|
| 24 |
Capital Research Global Investors
Los Angeles,
California
| $4.05B | +$910M | 4 | 0.9% | Increased |
|
| 25 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $3.91B | -$750M | 7 | 2.38% | Reduced |
|