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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
Fidelity International
Fidelity International
Bermuda
$171M -$151M 9 0.16% Reduced
227
EC
Eminence Capital
New York
$170M +$15.8M 1 2.39% Increased
228
TC
Tairen Capital
Hong Kong
$168M +$154M 2 5.97% New
229
Prudential plc
Prudential plc
United Kingdom
$168M +$4.35M 5 0.85% Increased
230
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$168M +$7.9M 2 3.5% Increased
231
Bessemer Group
Bessemer Group
New Jersey
$167M +$133M 8 0.27% Increased
232
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$166M +$13.2M 20 0.11% Increased
233
FFM
Fullerton Fund Management
Singapore
$166M +$129M 3 6.97% Increased
234
KBC Group
KBC Group
Belgium
$165M +$12.1M 7 0.5% Increased
235
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$165M -$3.16M 5 0.89% Reduced
236
Harris Associates
Harris Associates
Illinois
$163M +$158M 1 0.21% New
237
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$162M +$20.3M 2 1.79% Increased
238
DSM Capital Partners
DSM Capital Partners
Florida
$161M -$7.74M 1 2.46% Reduced
239
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$161M -$1M 2 3.07% Reduced
240
Nissay Asset Management
Nissay Asset Management
Japan
$159M +$7.34M 4 1.01% Increased
241
Daiwa Securities Group
Daiwa Securities Group
Japan
$157M -$189M 10 0.73% Reduced
242
SEP
Soma Equity Partners
California
$157M -$23M 1 9% Reduced
243
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$155M -$7.48M 11 0.53% Reduced
244
Guggenheim Capital
Guggenheim Capital
Illinois
$153M -$4.29M 8 1.07% Reduced
245
Baird Financial Group
Baird Financial Group
Wisconsin
$153M -$54.4M 5 0.3% Reduced
246
John W. Bristol & Co
John W. Bristol & Co
New York
$153M -$1.13M 2 2.44% Reduced
247
Rathbones Group
Rathbones Group
United Kingdom
$152M +$7.08M 4 0.77% Increased
248
Utah Retirement Systems
Utah Retirement Systems
Utah
$150M +$562K 6 1.69% Increased
249
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$149M +$6.38M 6 0.42% Increased
250
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$149M +$8.74M 2 1.18% Increased