The ultimate communication platform

The ultimate communication platform
Components Performance/Risk
Period Return
22.4%
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 Hardware340.975,006 B38.1% Weak Up Low Risk
Cadence Design Systems CDNS TechnologySoftware - Product Development348.4295 B4.9% Weak Up Average Risk
Alphabet class C GOOG TechnologyInternet - Content Delivery348.974,221 B43.2% Neutral Below Average
Intel INTC TechnologySemiconductors - Broad Line101.35506 B172.3% Neutral High Risk
Texas Instruments TXN TechnologySemiconductors - Broad Line281.74256 B67.5% Weak Up Average Risk
NVIDIA NVDA TechnologySemiconductors - IC Design (fabless)226.325,500 B20.6% Weak Up Average Risk
Qualcomm QCOM TechnologySemiconductors - IC Design (fabless)174.43186 B11.8% Neutral Above Average
NXP Semiconductors NXPI TechnologySemiconductors - Signal Processing225.2157 B6.8% Neutral Above Average
Renesas Electronics (ADR) RNECY TechnologySemiconductors - Signal Processing11.12-95.8% Weak Up Above Average
Nokia (ADR) NOK TechnologyDatacom, Telcom & Network Equipt9.9055 B92.5% Neutral Above Average
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