RE: Top NBDS Holding & Tech Firm to Enhance Driver Safety11 Jan 2023 20:47
Good article that Seize
“Cabin monitoring is complex and requires careful integration of infrared illumination, image capture, data processing, and algorithm layers to achieve a real-time response,” said Yin Wu, director of automotive product line management at ADI, in a news release announcing the partnership. “Together with Seeing Machines, we are supporting the automotive industry with pragmatic solutions to help reduce collisions and save lives.”
NBDS invests in companies like ADI that pursue disruptive growth agendas that the portfolio management team believes will shape the future and can invest globally across market capitalizations. As of Jan. 9, ADI made up 6.27% of the ETF’s holdings.
Rather than use traditional sector classification, the fund instead uses a disciplined process to seek highly innovative companies consistent with a longer-term investment horizon. The portfolio team has access to daily analysis on six terabytes of data through machine learning, language processing, and cloud computing techniques. This includes SKU-level transaction data, search data, and conference call transcripts, complementing its fundamental analysis to result in a rigorously developed and highly targeted portfolio of roughly 30 companies.
NBDS is one of three actively managed ETFs Neuberger Berman launched in April. The ETFs are an extension of the firm’s thematic equity investment capabilities using traditional fundamental equity research along with alternative data capabilities and consideration of material environmental, social, and governance factors.