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
| $79.4B | +$3.01B | 24 | 1.88% | Increased |
|
| 2 |
BlackRock
New York
| $66.4B | +$2.55B | 24 | 1.79% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $40.1B | -$869M | 4 | 6.91% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $38.3B | +$164M | 25 | 1.89% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $18B | +$632M | 22 | 1.43% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $16.9B | +$764M | 27 | 2.11% | Increased |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $14.5B | +$4.02B | 18 | 1.46% | Increased |
|
| 8 |
Jennison Associates
New York
| $12.6B | -$558M | 4 | 9.3% | Reduced |
|
| 9 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $10.7B | -$1.21B | 5 | 7.47% | Reduced |
|
| 10 |
Morgan Stanley
New York
| $10.4B | +$1.34B | 30 | 1.4% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $10.3B | +$231M | 22 | 1.82% | Increased |
|
| 12 |
Norges Bank
Oslo,
Norway
| $9.79B | +$504M | 12 | 2.13% | Increased |
|
| 13 |
JP Morgan Chase
New York
| $9.71B | -$493M | 25 | 1.17% | Reduced |
|
| 14 |
Bank of New York Mellon
New York
| $7.67B | -$49.9M | 23 | 1.49% | Reduced |
|
| 15 |
BAMCO Inc
New York
| $6.29B | -$576K | 3 | 15.43% | Reduced |
|
| 16 |
Legal & General Group
London,
United Kingdom
| $6.06B | +$389M | 18 | 1.84% | Increased |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $5.72B | -$511M | 13 | 1.86% | Reduced |
|
| 18 |
UBS AM
Chicago,
Illinois
| $5.28B | +$245M | 16 | 2.26% | Increased |
|
| 19 |
SB Investment Advisers (UK)
London,
United Kingdom
| $4.91B | -$374M | 3 | 23.29% | Reduced |
|
| 20 |
Charles Schwab
San Francisco,
California
| $4.9B | +$206M | 22 | 1.47% | Increased |
|
| 21 |
Swiss National Bank
Zurich,
Switzerland
| $4.46B | +$579M | 15 | 2.52% | Increased |
|
| 22 |
Goldman Sachs
New York
| $4.41B | -$709M | 28 | 0.93% | Reduced |
|
| 23 |
Primecap Management
Pasadena,
California
| $4.25B | -$43.2M | 7 | 3.2% | Reduced |
|
| 24 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $3.7B | -$176M | 5 | 2.46% | Reduced |
|
| 25 |
Bank of America
Charlotte,
North Carolina
| $3.43B | +$601M | 31 | 0.33% | Increased |
|