A board to discuss Transportation and Automotive Sector ideas -
TRANSPORTATION LOGISTICS - Air Transport Services Group (ATSG) - Air freight and logistics (1.3 Bil) --------------- 0%
Atlas Air Worldwide (AAWW) - Outsourced aircraft + aviation services (1.0 Bil) ------ 0%
CH Robinson Worldwide (CHRW) - Freight logistics (11 Bil) -------------------------------
2.0%
FedEX (FDX) - Integrated shipping and logistics (43 Bil) ------------------------------------- 1.7%
United Parcel Service (UPS) - Integrated shipping and logistics (84 Bil) ----------------
4.1% XPO Logistics (XPO) - Transportation logistics (4 Bil) ---------------------------------------- 0%
TRUCKING -
Hub Group (HUBG) - Asset-light freight transport, logistics (1 Bil)
JB Hunt Transport Services (JBHT) - Trucking (10 Bil) -------------------------------------- 0.9%
Old Dominion Freight Line (ODFL) - Trucking (6 Bil) ----------------------------------------- 0%
RAILROADS -
Burlington Northern - Railroads (Berkshire Hathaway)
Canadian National Railway (CNI) - Railroads, Canada (55 Bil) ---------------------------- 1.4%
Canadian Pacific (CP) - Railroads (Canada)
CSX Corp (CSX) - Railroads (35 Bil) --------------------------------------------------------------- 1.8%
Kansas City Southern (KSU) - Railroads (12 Bil) ---------------------------------------------- 1.1%
Norfolk Southern (NSC) - Railroad (34 Bil) ------------------------------------------------------
2.1%
Northern Southern (NSC) - Railroads
Pioneer Railcorp (PRRR) - Railroads (OTC) ---------------------------------------------------- 0%
Union Pacific (UNP) - Railroads (90 Bil) ----------------------------------------------------------
2.0% Wabtec (WAB) - Products and svs for freight and passenger rail industries (8 Bil) ----- 0.3%
AUTO PARTS -
Advance Auto Parts (AAP) - Automotive replacement parts (11 Bil) ---------------------- 0.2%
Autozone (AZO) - Automotive replacement parts and accessories (22 Bil) -------------- 0%
Delphi Automotive (DLPH) - Automotive parts (22 Bil) (UK) -------------------------------- 1.2%
Dorman Products (DORM) - Automotice replacement parts (1.8 Bil) --------------------- 0%
Genuine Parts (GPC) - Automotive + industrial replacement parts (15 Bil) --------------
2.6%
Monroe Muffler & Brake (MNRO) - Auto repair and tire services (2 Bil) ----------------- 0.8%
O'Reilly Automotive (ORLY) - Aftermarket auto parts retailer (16 Bil) -------------------- 0%
AUTO MANUFACTURING -
Tata Motors (TTM) - Automotive manufacturing, India (28 Bil) ------------------------------ 0.3%
Tesla Motors (TSLA) - Electric vehicle manufacturing (14 Bil)
MISC -
Polaris Industries (PII) - Off road vehicles (10 Bil) --------------------------------------------- 1.5%
Seaboard (SEB) - Diversified conglomerate, ocean transport, agro, energy (5 Bil) ----- 0%
AIRLINE RELATED -
Allegiant Travel (ALGT) - Regional airline to leisure destinations (1.8 Bil)
Grupo Aeroportuario Del Sureste (ASR) - Airport operators, Mexico (41 Bil) ---------
2.5% Spirit Airlines (SAVE) - Airline to US, Caribbean, Latin America (3 Bil)
__________________________________________________________________
SmartETFs Smart Transportation & Tech ETF (MOTO) (Exp - 0.68%, Assets - 3 mil)
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| Name | Symbol | % Assets |
| Tesla Inc | TSLA | 3.30% |
| Skyworks Solutions Inc | SWKS | 3.25% |
| Ansys Inc | ANSS | 3.09% |
| NVIDIA Corp | NVDA | 3.07% |
| ON Semiconductor Corp | ON | 3.07% |
| Lear Corp | LEA | 3.02% |
| Tianneng Power International Ltd | 00819 | 3.01% |
| Taiwan Semiconductor Manufacturing Co Ltd ADR | TSM.TW | 2.98% |
| Autohome Inc ADR | ATHM | 2.94% |
| Volvo AB B | VOLV B | 2.92% |
________________________________________________________________________________
Global X Autonomous + Electric Vehicles ETF (DRIV)(Exp - 0.68%, Assets-15 mil) *****************************************************************************************
| Apple Inc | AAPL | 3.59% |
| NVIDIA Corp | NVDA | 3.57% |
| Intel Corp | INTC | 3.35% |
| Alphabet Inc A | GOOGL | 3.26% |
| Samsung Electronics Co Ltd | 005930.KS | 3.26% |
| Toyota Motor Corp | 7203 | 3.22% |
| Microsoft Corp | MSFT | 3.06% |
| Qualcomm Inc | QCOM | 3.03% |
| Cisco Systems Inc | CSCO | 2.43% |
| Daimler AG | DAI.DE | 2.08% |
