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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
MCMI
Matrix China Management IV
Cayman Islands
$111M $0 1 100% Maintained
227
Westfield Capital Management
Westfield Capital Management
Massachusetts
$111M +$28.9M 1 0.87% Increased
228
Alyeska Investment Group
Alyeska Investment Group
Illinois
$109M +$27.9M 6 1.24% Increased
229
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$108M +$6.87M 18 0.11% Increased
230
IFM Investors
IFM Investors
Australia
$107M +$10.9M 5 1.88% Increased
231
Truist Financial
Truist Financial
North Carolina
$107M +$7.42M 9 0.2% Increased
232
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$106M +$1.51M 6 0.58% Increased
233
Personal Capital Advisors
Personal Capital Advisors
California
$105M -$4.72M 3 0.55% Reduced
234
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$105M -$123M 6 0.29% Reduced
235
PineBridge Investments
PineBridge Investments
New York
$103M +$12.2M 3 1.3% Increased
236
Daiwa Securities Group
Daiwa Securities Group
Japan
$101M +$10.2M 14 0.77% Increased
237
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$101M +$43.2M 1 0.4% Increased
238
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$100M +$15.3M 16 0.59% Increased
239
Soros Fund Management
Soros Fund Management
New York
$100M +$50.8M 4 1.78% Increased
240
Guggenheim Capital
Guggenheim Capital
Illinois
$100M -$15.9M 6 0.79% Reduced
241
Maverick Capital
Maverick Capital
Texas
$100M +$31.3M 2 2.47% Increased
242
F
FIFTHDELTA
United Kingdom
$97.2M -$37M 3 6.39% Reduced
243
Candriam SCA
Candriam SCA
Luxembourg
$96.2M +$4.13M 2 0.79% Increased
244
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$95.9M +$18.2M 8 0.43% Increased
245
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$95.8M +$4.67M 2 1.17% Increased
246
Caxton Associates (New York)
Caxton Associates (New York)
New York
$95.4M -$130M 1 9.27% Reduced
247
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$94.8M -$243M 4 1.19% Reduced
248
GCM
Goldstream Capital Management
Hong Kong
$94.1M -$131M 1 82.06% Reduced
249
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94M -$64.2M 5 0.8% Reduced
250
Bridgewater Associates
Bridgewater Associates
Connecticut
$93.9M -$14.1M 7 0.4% Reduced