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 |
BlackRock
New York
| $92.4B | -$348M | 18 | 1.61% | Reduced |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| $79.4B | +$87.7B | 18 | 1.96% | New |
|
| 3 |
State Street
Boston,
Massachusetts
| $50.8B | +$42.2M | 21 | 1.75% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $29.5B | +$963M | 22 | 1.84% | Increased |
|
| 5 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| $22.4B | +$24.7B | 11 | 1.17% | New |
|
| 6 |
Morgan Stanley
New York
| $22.3B | +$1.3B | 30 | 1.34% | Increased |
|
| 7 |
Invesco
Atlanta,
Georgia
| $22.1B | +$731M | 17 | 2.15% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $17.6B | +$286M | 24 | 1.13% | Increased |
|
| 9 |
Capital World Investors
Los Angeles,
California
| $17.3B | +$182M | 4 | 2.36% | Increased |
|
| 10 |
Fidelity Investments
Boston,
Massachusetts
| $15.9B | -$2.08B | 18 | 0.84% | Reduced |
|
| 11 |
Goldman Sachs
New York
| $13.3B | +$1.29B | 20 | 1.52% | Increased |
|
| 12 |
Capital Research Global Investors
Los Angeles,
California
| $12.3B | +$503M | 4 | 1.9% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $11.3B | -$57.7M | 17 | 1.5% | Reduced |
|
| 14 |
T. Rowe Price Associates
Baltimore,
Maryland
| $9.63B | -$322M | 15 | 1.11% | Reduced |
|
| 15 |
Amundi
Paris,
France
| $9.32B | +$1.2B | 10 | 2.54% | Increased |
|
| 16 |
UBS AM
Chicago,
Illinois
| $8.99B | -$129M | 16 | 1.87% | Reduced |
|
| 17 |
Bank of America
Charlotte,
North Carolina
| $8.96B | -$798M | 19 | 0.65% | Reduced |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $8.89B | +$138M | 15 | 2.06% | Increased |
|
| 19 |
Charles Schwab
San Francisco,
California
| $8.77B | +$132M | 15 | 1.34% | Increased |
|
| 20 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| $7.1B | +$7.85B | 16 | 1.79% | New |
|
| 21 |
Bank of New York Mellon
New York
| $6.54B | -$49.4M | 14 | 1.2% | Reduced |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| $5.78B | -$167M | 12 | 1.56% | Reduced |
|
| 23 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $5.24B | $0 | 1 | 43.64% | Maintained |
|
| 24 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $4.73B | +$17.6M | 4 | 6.36% | Increased |
|
| 25 |
BAMCO Inc
New York
| $4.54B | -$11.7M | 4 | 13.7% | Reduced |
|