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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
PUI
Purpose Unlimited Inc
$329M +$324M 3 15.04% New
227
PCM
Prime Capital Management
Hong Kong
$324M $0 1 38.45% Maintained
228
Tidal Investments
Tidal Investments
Wisconsin
$322M -$31.5M 11 0.76% Reduced
229
Lazard Asset Management
Lazard Asset Management
New York
$318M +$22.1M 9 0.54% Increased
230
Amalgamated Bank
Amalgamated Bank
New York
$314M -$6.64M 9 2.27% Reduced
231
CIBC World Markets
CIBC World Markets
New York
$307M +$305M 5 1.48% New
232
BHB
Bank Hapoalim BM
Israel
$307M +$301M 2 26.64% Increased
233
Altshuler Shaham
Altshuler Shaham
Israel
$302M +$1.79M 5 4.59% Increased
234
IEQ Capital
IEQ Capital
California
$302M +$6.86M 9 0.9% Increased
235
Lyrical Asset Management
Lyrical Asset Management
New York
$299M +$68.1M 3 3.91% Increased
236
TSW
Three Seasons Wealth
Utah
$298M +$346K 2 28.42% Increased
237
US Bancorp
US Bancorp
Minnesota
$298M -$3.16M 16 0.35% Reduced
238
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$297M +$20.3M 10 0.98% Increased
239
Polen Capital Management
Polen Capital Management
Florida
$295M -$90.4M 3 1.26% Reduced
240
Empower Advisory Group
Empower Advisory Group
Colorado
$294M -$5.74M 2 0.79% Reduced
241
NAH
Neumann Advisory (HK)
Hong Kong
$292M -$31.6M 1 77.34% Reduced
242
IFM Investors
IFM Investors
Australia
$292M +$4.24M 5 2.43% Increased
243
AustralianSuper
AustralianSuper
Australia
$289M +$74.4M 3 1.34% Increased
244
UniSuper Management
UniSuper Management
Australia
$288M +$94.1M 2 1.73% Increased
245
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$287M +$79.1M 4 0.88% Increased
246
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$285M +$30M 4 1.5% Increased
247
Mercer Global Advisors
Mercer Global Advisors
Colorado
$285M +$13.9M 12 0.43% Increased
248
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$285M -$112M 2 1.98% Reduced
249
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$279M -$981M 1 1.17% Reduced
250
VARA
Value Aligned Research Advisors
New Jersey
$277M +$134M 1 2.78% Increased