The ultimate communication platform

The ultimate communication platform
Components Performance/Risk
Period Return
34.6%
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 Hardware313.334,600 B34.7% Neutral Low Risk
Cadence Design Systems CDNS TechnologySoftware - Product Development339.2492 B-2.8% Weak Down Average Risk
Alphabet class C GOOG TechnologyInternet - Content Delivery353.474,276 B74.9% Neutral Below Average
Intel INTC TechnologySemiconductors - Broad Line101.65508 B357.5% Neutral High Risk
Texas Instruments TXN TechnologySemiconductors - Broad Line286.08260 B54.0% Neutral Above Average
NVIDIA NVDA TechnologySemiconductors - IC Design (fabless)223.965,442 B23.6% Weak Up Average Risk
Qualcomm QCOM TechnologySemiconductors - IC Design (fabless)167.86179 B11.8% Sharp Down Above Average
NXP Semiconductors NXPI TechnologySemiconductors - Signal Processing239.7161 B7.2% Sharp Down Above Average
Renesas Electronics (ADR) RNECY TechnologySemiconductors - Signal Processing11.95-88.5% Sharp Down High Risk
Nokia (ADR) NOK TechnologyDatacom, Telcom & Network Equipt9.3652 B128.3% Sharp Down High Risk
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