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
| $57.9B | +$997M | 17 | 1.15% | Increased |
|
| 2 |
BlackRock
New York
| $46.6B | +$5.85M | 19 | 1.09% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $27B | +$701M | 21 | 1.21% | Increased |
|
| 4 |
Morgan Stanley
New York
| $16.6B | +$79.2M | 28 | 1.33% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $15.3B | -$1.18B | 16 | 1.03% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $13.9B | +$441M | 24 | 1.28% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $10.8B | -$1.09B | 25 | 0.91% | Reduced |
|
| 8 |
Capital World Investors
Los Angeles,
California
| $10.1B | -$341M | 4 | 1.67% | Reduced |
|
| 9 |
Bank of Montreal
Toronto,
Ontario, Canada
| $9.08B | -$58.7M | 14 | 2.75% | Reduced |
|
| 10 |
Norges Bank
Oslo,
Norway
| $8.23B | -$229K | 8 | 1.3% | Reduced |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $7B | -$82.1M | 12 | 0.86% | Reduced |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $5.86B | -$368M | 18 | 1.01% | Reduced |
|
| 13 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $5.61B | $0 | 1 | 27.29% | Maintained |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $5.04B | +$1.34B | 24 | 0.46% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $4.68B | -$234M | 14 | 0.9% | Reduced |
|
| 16 |
Capital Research Global Investors
Los Angeles,
California
| $4.47B | -$177M | 5 | 1.01% | Reduced |
|
| 17 |
UBS AM
Chicago,
Illinois
| $4.36B | +$213M | 10 | 1.55% | Increased |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $4.05B | -$3.99M | 12 | 1.17% | Reduced |
|
| 19 |
Goldman Sachs
New York
| $3.84B | +$111M | 18 | 0.68% | Increased |
|
| 20 |
Charles Schwab
San Francisco,
California
| $3.81B | +$115M | 12 | 0.88% | Increased |
|
| 21 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.76B | +$67M | 3 | 2.93% | Increased |
|
| 22 |
Invesco
Atlanta,
Georgia
| $3.67B | +$40.1M | 12 | 0.79% | Increased |
|
| 23 |
Nuveen
Charlotte,
North Carolina
| $3.66B | -$567M | 11 | 1.09% | Reduced |
|
| 24 |
Wellington Management Group
Boston,
Massachusetts
| $3.34B | -$922M | 7 | 0.59% | Reduced |
|
| 25 |
Jennison Associates
New York
| $3.28B | -$2.53B | 3 | 2.2% | Reduced |
|