The ultimate communication platform

The ultimate communication platform
Components Performance/Risk
Period Return
33.9%
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 Hardware305.264,482 B31.6% Neutral Low Risk
Cadence Design Systems CDNS TechnologySoftware - Product Development323.7788 B-7.2% Weak Down Above Average
Alphabet class C GOOG TechnologyInternet - Content Delivery343.944,161 B69.5% Neutral Below Average
Intel INTC TechnologySemiconductors - Broad Line104.56522 B338.2% Neutral High Risk
Texas Instruments TXN TechnologySemiconductors - Broad Line273.43248 B47.1% Weak Down Above Average
NVIDIA NVDA TechnologySemiconductors - IC Design (fabless)225.305,475 B24.1% Weak Up Average Risk
Qualcomm QCOM TechnologySemiconductors - IC Design (fabless)164.79176 B8.8% Sharp Down Above Average
NXP Semiconductors NXPI TechnologySemiconductors - Signal Processing231.9159 B3.4% Sharp Down Above Average
Renesas Electronics (ADR) RNECY TechnologySemiconductors - Signal Processing11.83-91.1% Sharp Down High Risk
Nokia (ADR) NOK TechnologyDatacom, Telcom & Network Equipt10.5659 B160.9% Neutral High Risk
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