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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
251
Todd Asset Management
Todd Asset Management
Kentucky
$113M -$16.1M 2 2.89% Reduced
252
Candriam SCA
Candriam SCA
Luxembourg
$112M +$403K 4 0.89% Increased
253
Simplex Trading
Simplex Trading
Illinois
$111M +$14.9M 11 0.14% Increased
254
Douglas Lane & Associates
Douglas Lane & Associates
New York
$110M -$3.37M 2 1.85% Reduced
255
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$110M -$56.9M 2 1.29% Reduced
256
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$107M +$41.5M 4 1.61% Increased
257
Carmignac Gestion
Carmignac Gestion
France
$107M -$108M 3 1.12% Reduced
258
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$106M -$587K 4 0.75% Reduced
259
BPIH
Broad Peak Investment Holdings
Singapore
$105M $0 1 6.29% Maintained
260
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$105M -$14.2M 2 0.63% Reduced
261
Vontobel Holding
Vontobel Holding
Switzerland
$104M +$62.7M 7 0.68% New
262
CMG
Cavalry Management Group
California
$104M +$18.6M 2 8.15% Increased
263
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$104M -$2.37M 3 0.5% Reduced
264
Marshall Wace North America
Marshall Wace North America
New York
$103M +$34.5M 4 0.46% Increased
265
WCM Investment Management
WCM Investment Management
California
$103M +$20.2M 1 0.28% Increased
266
Xponance
Xponance
Pennsylvania
$103M +$29.8M 3 2.24% Increased
267
MAM
Mark Asset Management
New York
$102M -$8.43M 2 12.27% Reduced
268
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$102M +$15.9M 5 1.62% Increased
269
RC
Renaissance Capital
Connecticut
$102M +$86.1M 3 13.89% New
270
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$101M -$775K 3 13.94% Reduced
271
TPSF
Texas Permanent School Fund
Texas
$101M +$68.2M 2 1.27% Increased
272
CI Investments Inc
CI Investments Inc
Ontario, Canada
$100M +$36.7M 3 0.44% Increased
273
Prudential plc
Prudential plc
United Kingdom
$99.9M +$68.1M 3 0.53% Increased
274
CFM
Coronation Fund Managers
South Africa
$99.6M -$11.9M 1 3.17% Reduced
275
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$99.3M +$17.9M 4 0.47% Increased