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Connected Car

Connected Car

4.52k followers17 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

Background

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.

How did we choose these stocks?

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.

Performance

WatchlistChange today1-month return1-year returnTotal return
Connected Car-0.23%+2.21%-24.09%+4.00%
^GSPC-0.55%+5.08%+13.37%+3481.62%

17 symbols

SymbolCompany nameLast priceChange% changeMarket timeVolumeAvg vol (3-month)Market cap
TXNTexas Instruments Incorporated132.55-1.19-0.89%2:32 pm GMT-41.45M4.91M121.41B
ADIAnalog Devices, Inc.115.71-1.03-0.88%2:32 pm GMT-41.08M2.91M42.69B
APHAmphenol Corporation107.3-1.05-0.97%2:32 pm GMT-4495.29k1.51M32.02B
TELTE Connectivity Ltd.91.85+0.14+0.15%2:32 pm GMT-4598.97k1.90M30.31B
MCHPMicrochip Technology Incorporated97.77-1.42-1.43%2:31 pm GMT-41.26M3.06M24.68B
GRMNGarmin Ltd.101.51-0.82-0.80%2:31 pm GMT-4362.24k1.06M19.41B
MXIMMaxim Integrated Products, Inc.68.43-0.66-0.96%2:32 pm GMT-41.50M3.23M18.25B
ONON Semiconductor Corporation20.47-0.66-3.12%2:32 pm GMT-45.65M8.90M8.39B
GNTXGentex Corporation26.975-0.07-0.28%2:32 pm GMT-4839.71k1.97M6.61B
STSensata Technologies Holding plc39.86+0.30+0.76%2:31 pm GMT-4910.97k1.36M6.27B
VCVisteon Corporation78.48-0.30-0.38%2:31 pm GMT-493.11k308.94k2.18B
AMBAAmbarella, Inc.45.73-0.74-1.59%2:31 pm GMT-4167.65k486.46k1.57B
DLPHDelphi Technologies PLC16.43-0.07-0.42%2:31 pm GMT-4522.02k2.87M1.42B
TTMITTM Technologies, Inc.12.255-0.13-1.01%2:32 pm GMT-4283.60k1.07M1.30B
SRIStoneridge, Inc.21.49--2:24 pm GMT-435.93k231.02k580.30M
CAMPCalAmp Corp.8.27+0.12+1.47%2:31 pm GMT-4108.00k390.42k284.19M
MSCC----6:07 pm GMT-4---