4.52k followers • 17 symbols Watchlist by Motif Investing
Increased adoption of connectivity and applications within cars could be beneficial to the companies that supply the underlying technology and components.
Curated by Motif Investing
The automotive industry is undergoing a transformational change with technology – it's no longer just about what's under the hood. From sensors and semiconductor chips to cameras and advanced electronic systems, the prospect of a self-driving car appears to be a matter of when, not if. With one-in-five cars expected to be equipped with wireless connectivity and real-time analytics by 2020, the opportunity for the automotive industry and its technology partners could be significant for capturing the imagination of the next generation of car enthusiasts.
What is now called the "Internet of Things" is a key driver for the connected car movement. For example, semiconductor components are expected to grow from $320 to over $400 per car in the next few years as it popularizes features like vehicle-to-vehicle communication, stolen vehicle recovery security, and in-car infotainment services.
We identified US-listed stocks and American Depository Receipts of companies that are engaged in activities relevant to this watchlist's theme. We then filtered out companies that have a share price of less than $1.00 or a market capitalization less than $100 million, and excluded illiquid stocks by screening companies for liquidity i.e. average bid-ask spreads, dollar volume traded etc. Finally the proprietary Motif Optimization Engine determined the constituent stocks. Learn more about how we select our watchlists.Who made these selections?
Motif is an online brokerage built on thematic portfolios of up to 30 stocks and ETFs. Founded in 2010 by Hardeep Walia, Motif combines complex proprietary algorithms with skilled advisers to develop these thematic portfolios. Learn more about our team.How are these weighted?
First, we determined each company's percentage of total revenue derived from this watchlist's theme. Second, we applied a pure-play factor to give greater relative weight to companies that derive a higher percentage of their revenue from this theme. Finally, we weighted each company by its market capitalization adjusted for revenue exposure to the theme.
More details on how we build and weight watchlists are available here.
|Watchlist||Change today||1-month return||1-year return||Total return|
|Symbol||Company name||Last price||Change||% change||Market time||Volume||Avg vol (3-month)||Market cap|
|TXN||Texas Instruments Incorporated||132.55||-1.19||-0.89%||2:32 pm GMT-4||1.45M||4.91M||121.41B|
|ADI||Analog Devices, Inc.||115.71||-1.03||-0.88%||2:32 pm GMT-4||1.08M||2.91M||42.69B|
|APH||Amphenol Corporation||107.3||-1.05||-0.97%||2:32 pm GMT-4||495.29k||1.51M||32.02B|
|TEL||TE Connectivity Ltd.||91.85||+0.14||+0.15%||2:32 pm GMT-4||598.97k||1.90M||30.31B|
|MCHP||Microchip Technology Incorporated||97.77||-1.42||-1.43%||2:31 pm GMT-4||1.26M||3.06M||24.68B|
|GRMN||Garmin Ltd.||101.51||-0.82||-0.80%||2:31 pm GMT-4||362.24k||1.06M||19.41B|
|MXIM||Maxim Integrated Products, Inc.||68.43||-0.66||-0.96%||2:32 pm GMT-4||1.50M||3.23M||18.25B|
|ON||ON Semiconductor Corporation||20.47||-0.66||-3.12%||2:32 pm GMT-4||5.65M||8.90M||8.39B|
|GNTX||Gentex Corporation||26.975||-0.07||-0.28%||2:32 pm GMT-4||839.71k||1.97M||6.61B|
|ST||Sensata Technologies Holding plc||39.86||+0.30||+0.76%||2:31 pm GMT-4||910.97k||1.36M||6.27B|
|VC||Visteon Corporation||78.48||-0.30||-0.38%||2:31 pm GMT-4||93.11k||308.94k||2.18B|
|AMBA||Ambarella, Inc.||45.73||-0.74||-1.59%||2:31 pm GMT-4||167.65k||486.46k||1.57B|
|DLPH||Delphi Technologies PLC||16.43||-0.07||-0.42%||2:31 pm GMT-4||522.02k||2.87M||1.42B|
|TTMI||TTM Technologies, Inc.||12.255||-0.13||-1.01%||2:32 pm GMT-4||283.60k||1.07M||1.30B|
|SRI||Stoneridge, Inc.||21.49||-||-||2:24 pm GMT-4||35.93k||231.02k||580.30M|
|CAMP||CalAmp Corp.||8.27||+0.12||+1.47%||2:31 pm GMT-4||108.00k||390.42k||284.19M|
|MSCC||-||-||-||-||6:07 pm GMT-4||-||-||-|
Is (TXN) Outperforming Other Computer and Technology Stocks This Year?
Ambarella, Inc. (Nasdaq: AMBA), an AI vision silicon company, today announced it will hold its second quarter fiscal year 2021 earnings conference call on Wednesday, September 2, 2020 at 1:30 p.m. Pacific Time. The company will issue its earnings release after the market closes the same day.
ON Semiconductor (ON) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.