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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
WAM
WT Asset Management
Hong Kong
$146M +$141M 2 24.67% New
227
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$145M +$1.55M 5 0.91% Increased
228
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$143M +$17.2M 4 1.6% Increased
229
CM
Conifer Management
New York
$143M -$7.95M 1 9.61% Reduced
230
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$142M -$8.59M 2 0.84% Reduced
231
Truist Financial
Truist Financial
North Carolina
$142M -$5.19M 11 0.23% Reduced
232
GC
GPI Capital
New York
$141M -$32.8M 1 16.59% Reduced
233
Första AP-fonden
Första AP-fonden
Sweden
$140M +$13.8M 3 1.65% Increased
234
Calamos Advisors
Calamos Advisors
Illinois
$139M +$4.92M 4 0.64% Increased
235
IAM
Iridian Asset Management
Connecticut
$139M +$26.3M 1 2.43% Increased
236
Barings
Barings
North Carolina
$139M +$7.72M 5 3.21% Increased
237
Sanders Capital
Sanders Capital
Florida
$137M -$421K 1 0.31% Reduced
238
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$137M +$21.4M 8 0.35% Increased
239
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$136M +$6.75M 6 1.72% Increased
240
Personal Capital Advisors
Personal Capital Advisors
California
$133M +$63M 2 0.69% Increased
241
MetLife Investment Management
MetLife Investment Management
New Jersey
$133M -$1.54M 6 1.17% Reduced
242
Two Sigma Investments
Two Sigma Investments
New York
$133M -$35.3M 8 0.3% Reduced
243
NC
Nightview Capital
Texas
$132M -$14.8M 1 36.21% Reduced
244
Atreides Management
Atreides Management
Massachusetts
$132M -$51M 2 2.36% Reduced
245
BPIH
Broad Peak Investment Holdings
Singapore
$131M +$1.7M 2 10.5% Increased
246
Amalgamated Bank
Amalgamated Bank
New York
$131M +$91M 6 1.05% Increased
247
Utah Retirement Systems
Utah Retirement Systems
Utah
$130M +$3.22M 5 1.68% Increased
248
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$128M +$4.87M 14 0.61% Increased
249
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$125M +$17.4M 5 0.31% Increased
250
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$125M +$20.6M 5 0.77% Increased