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
| $33.2B | +$985M | 23 | 0.9% | Increased |
|
| 2 |
BlackRock
New York
| $26.8B | +$1.15B | 26 | 0.84% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $14.4B | -$177M | 24 | 0.84% | Reduced |
|
| 4 |
Morgan Stanley
New York
| $8.82B | +$1.28B | 30 | 1% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $8.05B | -$562M | 24 | 0.8% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $7.22B | +$367M | 29 | 1.01% | Increased |
|
| 7 |
Capital World Investors
Los Angeles,
California
| $7.05B | -$7.8B | 5 | 1.5% | Reduced |
|
| 8 |
Norges Bank
Oslo,
Norway
| $5B | +$605M | 10 | 1.21% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $4.63B | +$340M | 28 | 0.61% | Increased |
|
| 10 |
Bank of Montreal
Toronto,
Ontario, Canada
| $4.25B | -$229M | 17 | 1.84% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $3.9B | +$18.1M | 22 | 0.82% | Increased |
|
| 12 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.54B | -$13.6M | 5 | 3.69% | Reduced |
|
| 13 |
Jennison Associates
New York
| $3.53B | -$2.04B | 4 | 3.58% | Reduced |
|
| 14 |
Bank of New York Mellon
New York
| $3B | -$115M | 23 | 0.68% | Reduced |
|
| 15 |
Nuveen
Charlotte,
North Carolina
| $2.55B | +$37.8M | 15 | 0.99% | Increased |
|
| 16 |
SB Investment Advisers (UK)
London,
United Kingdom
| $2.35B | +$165M | 3 | 19.57% | Increased |
|
| 17 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.32B | -$5.57B | 19 | 0.37% | Reduced |
|
| 18 |
Capital Research Global Investors
Los Angeles,
California
| $2.28B | +$167M | 4 | 0.69% | Increased |
|
| 19 |
BAMCO Inc
New York
| $2.2B | +$21M | 4 | 7.38% | Increased |
|
| 20 |
Legal & General Group
London,
United Kingdom
| $2.16B | -$135M | 19 | 0.83% | Reduced |
|
| 21 |
UBS AM
Chicago,
Illinois
| $2.12B | +$166M | 13 | 1.11% | Increased |
|
| 22 |
Charles Schwab
San Francisco,
California
| $2.03B | +$110M | 18 | 0.65% | Increased |
|
| 23 |
Goldman Sachs
New York
| $1.98B | -$366M | 24 | 0.49% | Reduced |
|
| 24 |
Amundi
Paris,
France
| $1.96B | +$674M | 12 | 1.07% | Increased |
|
| 25 |
Invesco
Atlanta,
Georgia
| $1.89B | +$23.3M | 19 | 0.55% | Increased |
|