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
| $135B | +$515M | 15 | 2.02% | Increased |
|
| 2 |
BlackRock
New York
| $110B | +$379M | 17 | 1.93% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $60.9B | +$143M | 21 | 2.11% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $34.5B | +$275M | 24 | 2.2% | Increased |
|
| 5 |
Morgan Stanley
New York
| $26.7B | -$1.93B | 33 | 1.62% | Reduced |
|
| 6 |
JP Morgan Chase
New York
| $24.3B | -$781M | 25 | 1.45% | Reduced |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $23.5B | +$2.15B | 19 | 1.22% | Increased |
|
| 8 |
Capital World Investors
Los Angeles,
California
| $21.3B | +$857M | 3 | 2.91% | Increased |
|
| 9 |
Goldman Sachs
New York
| $15.6B | -$298M | 19 | 1.9% | Reduced |
|
| 10 |
Capital Research Global Investors
Los Angeles,
California
| $15.2B | -$986M | 3 | 2.85% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $14B | +$30.5M | 19 | 1.79% | Increased |
|
| 12 |
T. Rowe Price Associates
Baltimore,
Maryland
| $12.9B | +$1.29B | 16 | 1.38% | Increased |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $11.4B | -$1.93B | 27 | 0.78% | Reduced |
|
| 14 |
UBS AM
Chicago,
Illinois
| $10.7B | -$2B | 10 | 2.33% | Reduced |
|
| 15 |
Charles Schwab
San Francisco,
California
| $10.3B | +$361M | 12 | 1.65% | Increased |
|
| 16 |
Legal & General Group
London,
United Kingdom
| $10.1B | -$293M | 17 | 2.27% | Reduced |
|
| 17 |
Amundi
Paris,
France
| $9.7B | -$514M | 7 | 3.12% | Reduced |
|
| 18 |
Invesco
Atlanta,
Georgia
| $8.81B | -$305M | 19 | 1.39% | Reduced |
|
| 19 |
Bank of New York Mellon
New York
| $8.21B | -$74.5M | 14 | 1.47% | Reduced |
|
| 20 |
Barclays
London,
United Kingdom
| $7.96B | -$1.46B | 19 | 1.73% | Reduced |
|
| 21 |
Nuveen
Charlotte,
North Carolina
| $7.39B | +$222M | 12 | 1.95% | Increased |
|
| 22 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $7.14B | $0 | 1 | 36.84% | Maintained |
|
| 23 |
Jennison Associates
New York
| $5.91B | +$404M | 3 | 3.44% | Increased |
|
| 24 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $5.69B | -$59.4M | 3 | 6.77% | Reduced |
|
| 25 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $5.51B | -$335M | 17 | 1.85% | Reduced |
|