The ultimate communication platform

The ultimate communication platform
Components Performance/Risk
Period Return
26.2%
Return Rank
Above Average
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 Hardware338.984,977 B33.6% Weak Up Low Risk
Cadence Design Systems CDNS TechnologySoftware - Product Development302.9583 B-17.3% Sharp Down Average Risk
Alphabet class C GOOG TechnologyInternet - Content Delivery347.414,203 B38.2% Neutral Below Average
Intel INTC TechnologySemiconductors - Broad Line123.86619 B322.2% Weak Up High Risk
Texas Instruments TXN TechnologySemiconductors - Broad Line271.41246 B55.3% Neutral Average Risk
NVIDIA NVDA TechnologySemiconductors - IC Design (fabless)228.875,562 B28.7% Neutral Average Risk
Qualcomm QCOM TechnologySemiconductors - IC Design (fabless)198.27212 B20.9% Weak Up Above Average
NXP Semiconductors NXPI TechnologySemiconductors - Signal Processing237.5760 B8.1% Neutral Above Average
Renesas Electronics (ADR) RNECY TechnologySemiconductors - Signal Processing10.77-72.6% Neutral High Risk
Nokia (ADR) NOK TechnologyDatacom, Telcom & Network Equipt10.8261 B127.6% Neutral Above Average
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