The ultimate communication platform

The ultimate communication platform
Components Performance/Risk
Period Return
4.2%
Return Rank
Below 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 Hardware338.325,060 B28.5% Weak Up Low Risk
Cadence Design Systems CDNS TechnologySoftware - Product Development329.5189 B-2.2% Neutral Average Risk
Alphabet class C GOOG TechnologyInternet - Content Delivery278.043,366 B-1.6% Weak Down Below Average
Intel INTC TechnologySemiconductors - Broad Line59.97328 B66.5% Sharp Down High Risk
Texas Instruments TXN TechnologySemiconductors - Broad Line302.02273 B94.1% Weak Up Average Risk
NVIDIA NVDA TechnologySemiconductors - IC Design (fabless)202.064,973 B-0.7% Weak Down Average Risk
Qualcomm QCOM TechnologySemiconductors - IC Design (fabless)162.08176 B-5.4% Neutral Above Average
NXP Semiconductors NXPI TechnologySemiconductors - Signal Processing257.2466 B26.5% Weak Up Above Average
Renesas Electronics (ADR) RNECY TechnologySemiconductors - Signal Processing8.92-43.4% Sharp Down Above Average
Nokia (ADR) NOK TechnologyDatacom, Telcom & Network Equipt8.3048 B23.2% Weak Down Above Average
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