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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
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$158M -$2.32M 3 0.85% Reduced
252
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$157M +$2.76M 19 0.14% Increased
253
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$157M -$179M 1 8.44% Reduced
254
Truist Financial
Truist Financial
North Carolina
$156M +$15.1M 9 0.25% Increased
255
Storebrand Asset Management
Storebrand Asset Management
Norway
$152M +$13.7M 6 0.72% Increased
256
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$151M +$23.1M 4 1.42% Increased
257
Capital International Sarl
Capital International Sarl
California
$151M +$21.6M 5 7.47% Increased
258
Walleye Trading
Walleye Trading
New York
$150M +$12.9M 9 0.48% Increased
259
PineBridge Investments
PineBridge Investments
New York
$150M -$15.4M 3 1.6% Reduced
260
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$149M $0 2 1.79% Maintained
261
Candriam SCA
Candriam SCA
Luxembourg
$149M -$9.8M 4 1.01% Reduced
262
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$146M +$1.75M 2 1.54% Increased
263
NSLI
Nan Shan Life Insurance
Taiwan
$146M -$56.2M 2 2.56% Reduced
264
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$144M +$1.97M 2 1.47% Increased
265
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$140M +$4.75M 3 11.43% Increased
266
Westfield Capital Management
Westfield Capital Management
Massachusetts
$139M +$900K 1 0.89% Increased
267
William Blair & Company
William Blair & Company
Illinois
$139M -$657K 6 0.49% Reduced
268
NCMU
NAYA Capital Management (UK)
United Kingdom
$139M +$87.9M 1 7.43% Increased
269
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$138M -$3.85M 3 1.35% Reduced
270
Voyager Global Management
Voyager Global Management
New York
$136M +$29.7M 1 7.81% Increased
271
GC
GPI Capital
New York
$136M -$10M 2 21.52% Reduced
272
Pathstone Family Office
Pathstone Family Office
New Jersey
$136M +$74.2M 4 3.17% Increased
273
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$136M -$127M 18 0.61% Reduced
274
Yousif Capital Management
Yousif Capital Management
Michigan
$133M -$872K 4 1.45% Reduced
275
EGP
Entrust Global Partners
New York
$133M +$5.53M 3 45.8% Increased