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
| $112B | +$1.15B | 15 | 1.95% | Increased |
|
| 2 |
BlackRock
New York
| $93.8B | +$2.93B | 19 | 1.9% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $51.6B | +$347M | 19 | 2.04% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $27.9B | +$584M | 23 | 2.16% | Increased |
|
| 5 |
Morgan Stanley
New York
| $24.9B | +$1.06B | 34 | 1.75% | Increased |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $18.7B | -$445M | 4 | 2.84% | Reduced |
|
| 7 |
JP Morgan Chase
New York
| $17.7B | +$264M | 25 | 1.32% | Increased |
|
| 8 |
Fidelity Investments
Boston,
Massachusetts
| $17.7B | -$1.07B | 17 | 1.05% | Reduced |
|
| 9 |
Norges Bank
Oslo,
Norway
| $16.4B | +$1.53B | 8 | 2.15% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $13B | +$1.77B | 17 | 1.84% | Increased |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $12.5B | -$2.2B | 13 | 1.44% | Reduced |
|
| 12 |
UBS AM
Chicago,
Illinois
| $11.2B | -$132M | 9 | 2.61% | Reduced |
|
| 13 |
Capital Research Global Investors
Los Angeles,
California
| $10.6B | +$2.78B | 4 | 2.18% | Increased |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $9.24B | -$620M | 27 | 0.78% | Reduced |
|
| 15 |
Charles Schwab
San Francisco,
California
| $8.04B | +$302M | 12 | 1.48% | Increased |
|
| 16 |
Bank of New York Mellon
New York
| $7.92B | -$248M | 14 | 1.46% | Reduced |
|
| 17 |
Legal & General Group
London,
United Kingdom
| $7.46B | -$207M | 12 | 1.97% | Reduced |
|
| 18 |
Wellington Management Group
Boston,
Massachusetts
| $6.77B | +$226M | 6 | 1.24% | Increased |
|
| 19 |
Amundi
Paris,
France
| $6.6B | -$200M | 9 | 2.3% | Reduced |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $6.44B | +$540M | 11 | 1.82% | Increased |
|
| 21 |
Invesco
Atlanta,
Georgia
| $6.36B | +$94.6M | 11 | 1.18% | Increased |
|
| 22 |
BAMCO Inc
New York
| $5.98B | -$87.7M | 3 | 15.45% | Reduced |
|
| 23 |
Barclays
London,
United Kingdom
| $5.84B | -$488M | 18 | 1.64% | Reduced |
|
| 24 |
Goldman Sachs
New York
| $5.72B | -$476M | 20 | 0.9% | Reduced |
|
| 25 |
Jennison Associates
New York
| $5.52B | -$314M | 2 | 3.35% | Reduced |
|