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
| $53.6B | +$619M | 21 | 1.37% | Increased |
|
| 2 |
BlackRock
New York
| $43B | +$176M | 23 | 1.27% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $23.3B | +$124M | 22 | 1.32% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $12.1B | +$468M | 22 | 1.11% | Increased |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $11.8B | +$188M | 26 | 1.53% | Increased |
|
| 6 |
Morgan Stanley
New York
| $11.6B | -$453M | 32 | 1.24% | Reduced |
|
| 7 |
Capital World Investors
Los Angeles,
California
| $10.5B | -$712M | 5 | 2.18% | Reduced |
|
| 8 |
JP Morgan Chase
New York
| $8.94B | +$1.66B | 28 | 1.09% | Increased |
|
| 9 |
Norges Bank
Oslo,
Norway
| $7.53B | -$180M | 11 | 1.65% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $6.36B | +$60.9M | 22 | 1.26% | Increased |
|
| 11 |
Jennison Associates
New York
| $6.15B | +$614M | 5 | 5.64% | Increased |
|
| 12 |
T. Rowe Price Associates
Baltimore,
Maryland
| $5.99B | +$1.89B | 19 | 0.9% | Increased |
|
| 13 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $5.69B | -$133M | 5 | 5.14% | Reduced |
|
| 14 |
Bank of Montreal
Toronto,
Ontario, Canada
| $4.89B | +$119M | 17 | 1.96% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $4.72B | -$79.7M | 21 | 1.03% | Reduced |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $3.96B | -$71.6M | 14 | 1.47% | Reduced |
|
| 17 |
Legal & General Group
London,
United Kingdom
| $3.77B | +$223M | 17 | 1.35% | Increased |
|
| 18 |
BAMCO Inc
New York
| $3.72B | +$18.9M | 4 | 11.17% | Increased |
|
| 19 |
Bank of America
Charlotte,
North Carolina
| $3.51B | +$950M | 28 | 0.36% | Increased |
|
| 20 |
UBS AM
Chicago,
Illinois
| $3.43B | +$156M | 14 | 1.66% | Increased |
|
| 21 |
Charles Schwab
San Francisco,
California
| $3.31B | +$47.6M | 18 | 1.01% | Increased |
|
| 22 |
Capital Research Global Investors
Los Angeles,
California
| $2.94B | -$156M | 4 | 0.84% | Reduced |
|
| 23 |
Goldman Sachs
New York
| $2.93B | +$96.6M | 22 | 0.67% | Increased |
|
| 24 |
Invesco
Atlanta,
Georgia
| $2.82B | +$168M | 18 | 0.79% | Increased |
|
| 25 |
Swiss National Bank
Zurich,
Switzerland
| $2.55B | -$37.4M | 12 | 1.75% | Reduced |
|