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
| $62.8B | +$2.6B | 22 | 1.85% | Increased |
|
| 2 |
BlackRock
New York
| $50.5B | +$1.89B | 24 | 1.72% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $28.7B | +$1.27B | 23 | 1.81% | Increased |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $25B | +$165M | 5 | 5.62% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $14B | +$1.58B | 24 | 1.46% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $13.7B | +$1.01B | 26 | 2.08% | Increased |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $12.6B | +$1.04B | 17 | 2.07% | Increased |
|
| 8 |
Morgan Stanley
New York
| $10.9B | +$275M | 29 | 1.49% | Increased |
|
| 9 |
Jennison Associates
New York
| $9.14B | +$91.9M | 4 | 9.09% | Increased |
|
| 10 |
Norges Bank
Oslo,
Norway
| $8.2B | +$458M | 10 | 2.18% | Increased |
|
| 11 |
JP Morgan Chase
New York
| $7.98B | +$642M | 28 | 1.15% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $7.68B | +$212M | 21 | 1.75% | Increased |
|
| 13 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $7.43B | -$93.9M | 4 | 7.66% | Reduced |
|
| 14 |
Bank of New York Mellon
New York
| $5.98B | +$109M | 21 | 1.45% | Increased |
|
| 15 |
Bank of Montreal
Toronto,
Ontario, Canada
| $5.42B | +$222M | 15 | 2.34% | Increased |
|
| 16 |
Natixis
Paris,
France
| $5.17B | -$7.51B | 3 | 24.18% | Reduced |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $4.76B | -$38.7M | 16 | 1.93% | Reduced |
|
| 18 |
BAMCO Inc
New York
| $4.67B | +$14.9M | 3 | 15.08% | Increased |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $4.51B | -$194M | 18 | 1.76% | Reduced |
|
| 20 |
Charles Schwab
San Francisco,
California
| $3.85B | +$248M | 17 | 1.38% | Increased |
|
| 21 |
UBS AM
Chicago,
Illinois
| $3.59B | -$126M | 15 | 2.01% | Reduced |
|
| 22 |
Goldman Sachs
New York
| $3.55B | +$194M | 22 | 0.9% | Increased |
|
| 23 |
Bank of America
Charlotte,
North Carolina
| $3.5B | +$898M | 29 | 0.42% | Increased |
|
| 24 |
Swiss National Bank
Zurich,
Switzerland
| $3.35B | +$8.17M | 15 | 2.4% | Increased |
|
| 25 |
Primecap Management
Pasadena,
California
| $2.96B | +$36.1M | 7 | 2.86% | Increased |
|