The ultimate communication platform

The ultimate communication platform
Components Performance/Risk
Period Return
61.7%
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 Hardware37.43549 B2.8% Sharp Down Low Risk
Cadence Design Systems CDNS TechnologySoftware - Product Development411.68112 B26.0% Strong Up Average Risk
Alphabet class C GOOG TechnologyInternet - Content Delivery369.274,467 B105.3% Neutral Below Average
Intel INTC TechnologySemiconductors - Broad Line111.78558 B397.0% Strong Up High Risk
Texas Instruments TXN TechnologySemiconductors - Broad Line305.37277 B48.0% Strong Up Average Risk
NVIDIA NVDA TechnologySemiconductors - IC Design (fabless)218.665,313 B37.6% Neutral Average Risk
Qualcomm QCOM TechnologySemiconductors - IC Design (fabless)242.57259 B55.0% Strong Up Above Average
NXP Semiconductors NXPI TechnologySemiconductors - Signal Processing322.2281 B42.1% Strong Up Above Average
Renesas Electronics (ADR) RNECY TechnologySemiconductors - Signal Processing14.64-120.8% Strong Up High Risk
Nokia (ADR) NOK TechnologyDatacom, Telcom & Network Equipt16.6293 B229.3% Strong Up Above Average
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