The ultimate communication platform

The ultimate communication platform
Components Performance/Risk
Period Return
41.7%
Return Rank
Strong
Risk Exposure
Above Average

The disruption brought about by automotive driving challenges car manufacturers simultaneously in technologies of

  • automated vehicles,
  • connected vehicles,
  • electric vehicles
  • shared-vehicle technology

From the individual transportation function, the car is on a fast track to become a communication platform, empowered by the development of artificial intelligence and machine learning applications

Stringent security requirements, high access barriers to technological expertise and long-term investment commitments make for a highly unusual set of partnerships, between competing car makers and with software leaders

Wary associations are most likely to lead to stark competition between traditional industry and software leaders around data sets which are expected to prove invaluable

Our small selection of listed industrial car-parts specialists, hardware and software technologists seems to doubt the potential of the car industry...

Our notes will expand on the subject 

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Apple AAPL TechnologyComputer & Mobile Hardware321.66549 B2.8% Sharp Down Low Risk
Cadence Design Systems CDNS TechnologySoftware - Product Development330.4690 B1.7% Weak Down Above Average
Alphabet class C GOOG TechnologyInternet - Content Delivery318.344,187 B80.0% Neutral Below Average
Intel INTC TechnologySemiconductors - Broad Line100.23475 B320.0% Sharp Down High Risk
Texas Instruments TXN TechnologySemiconductors - Broad Line284.99258 B60.4% Neutral Above Average
NVIDIA NVDA TechnologySemiconductors - IC Design (fabless)208.764,928 B17.0% Neutral Average Risk
Qualcomm QCOM TechnologySemiconductors - IC Design (fabless)171.11183 B12.7% Sharp Down Above Average
NXP Semiconductors NXPI TechnologySemiconductors - Signal Processing277.2967 B22.3% Weak Down Above Average
Renesas Electronics (ADR) RNECY TechnologySemiconductors - Signal Processing12.40-93.1% Weak Down High Risk
Nokia (ADR) NOK TechnologyDatacom, Telcom & Network Equipt9.7357 B140.8% Sharp Down High Risk
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