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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
Balyasny Asset Management
Balyasny Asset Management
Illinois
$251M -$157M 11 0.38% Reduced
227
Cerity Partners
Cerity Partners
New York
$249M +$37.4M 8 0.44% Increased
228
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$248M +$59.5M 3 1.3% Increased
229
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$248M +$73.5M 10 0.32% Increased
230
Epoch Investment Partners
Epoch Investment Partners
New York
$246M +$92M 2 1.27% Increased
231
Point72 Asset Management
Point72 Asset Management
Connecticut
$246M +$21.6M 6 0.48% Increased
232
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$245M +$22.8M 21 0.16% Increased
233
DSM Capital Partners
DSM Capital Partners
Florida
$245M +$9.38M 2 3.62% Increased
234
Amalgamated Bank
Amalgamated Bank
New York
$241M +$7.76M 10 1.86% Increased
235
HAM
Hanwha Asset Management
South Korea
$241M $0 1 100% Maintained
236
Daiwa Securities Group
Daiwa Securities Group
Japan
$237M +$13.2M 13 0.88% Increased
237
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$235M +$18M 17 0.17% Increased
238
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$232M -$21.2M 4 1.34% Reduced
239
Ninety One (UK)
Ninety One (UK)
United Kingdom
$231M -$198M 1 0.54% Reduced
240
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$230M +$2.92M 4 1.87% Increased
241
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$230M +$87.1M 10 0.82% Increased
242
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$230M -$2.83M 6 0.68% Reduced
243
Pathstone Holdings
Pathstone Holdings
New Jersey
$228M -$2.99M 9 0.9% Reduced
244
NAH
Neumann Advisory (HK)
Hong Kong
$228M $0 2 81.22% Maintained
245
Rathbones Group
Rathbones Group
United Kingdom
$226M -$6.25M 5 0.97% Reduced
246
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$225M +$51M 7 0.79% Increased
247
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$223M -$15.8M 11 1.01% Reduced
248
IEQ Capital
IEQ Capital
California
$222M +$43.2M 7 1.36% Increased
249
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$222M +$1.11M 2 4% Increased
250
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$221M -$18.6M 5 1.29% Reduced