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Autonomous Driving

Autonomous driving replaces the driver with sensors, maps, and software, first in controlled settings and then on open roads. Value shifts away from the vehicle towards the perception stack and the service that operates it.

53 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
VanEck Associates
VanEck Associates
New York
$146M +$6.62M 2 0.43% Increased
227
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$143M +$6.8M 5 0.46% Increased
228
Truist Financial
Truist Financial
North Carolina
$140M -$14.6M 10 0.27% Reduced
229
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$140M +$3.77M 5 1.83% Increased
230
Atreides Management
Atreides Management
Massachusetts
$139M +$24.8M 3 6.09% Increased
231
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$139M -$623K 11 0.35% Reduced
232
MetLife Investment Management
MetLife Investment Management
New Jersey
$139M +$94M 2 1.31% Increased
233
Comerica Bank
Comerica Bank
Texas
$139M +$57.7M 5 0.88% Increased
234
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
$138M +$72.4M 2 3.16% Increased
235
Utah Retirement Systems
Utah Retirement Systems
Utah
$132M +$4.71M 5 1.87% Increased
236
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$131M +$27.7M 4 1% Increased
237
Nomura Asset Management
Nomura Asset Management
Japan
$127M +$2.37M 5 0.86% Increased
238
Alyeska Investment Group
Alyeska Investment Group
Illinois
$127M +$63.6M 5 1.79% Increased
239
Stifel Financial
Stifel Financial
Missouri
$127M +$5.7M 10 0.23% Increased
240
Calamos Advisors
Calamos Advisors
Illinois
$126M +$480K 5 0.73% Increased
241
EC
Eminence Capital
New York
$125M -$86.2M 1 1.17% Reduced
242
Penserra Capital Management
Penserra Capital Management
California
$123M +$15M 9 2.92% Increased
243
William Blair & Company
William Blair & Company
Illinois
$122M +$22.9M 4 0.45% Increased
244
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$122M -$1.94M 2 1.6% Reduced
245
Two Sigma Advisers
Two Sigma Advisers
New York
$121M -$400M 4 0.32% Reduced
246
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$121M $0 1 0.61% Maintained
247
Första AP-fonden
Första AP-fonden
Sweden
$119M +$18.5M 3 1.8% Increased
248
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$119M +$5.94M 9 0.7% Increased
249
Sanders Capital
Sanders Capital
Florida
$119M -$3.26M 1 0.31% Reduced
250
Glenview Capital Management
Glenview Capital Management
New York
$116M +$62.7M 2 2.65% Increased