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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
Sachem Head Capital Management
Sachem Head Capital Management
New York
$93.6M +$24.5M 1 2.82% Increased
252
New York Life Investment Management
New York Life Investment Management
New York
$93.4M +$113M 2 1.08% New
253
Pathstone Family Office
Pathstone Family Office
New Jersey
$92.7M +$10.1M 5 2.04% Increased
254
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$90.7M +$3.81M 2 8.6% Increased
255
Twin Tree Management
Twin Tree Management
Texas
$88.9M +$77M 5 0.14% Increased
256
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$88.3M +$9.28M 6 0.94% Increased
257
Comerica Bank
Comerica Bank
Texas
$87.6M +$3.4M 4 0.72% Increased
258
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$87M -$9.32M 2 1.24% Reduced
259
TA
Trivest Advisors
Hong Kong
$86M +$28.3M 1 18.62% Increased
260
SCH
Sylebra Capital (HK)
Hong Kong
$84.8M +$900K 1 4.76% Increased
261
Capital International Sarl
Capital International Sarl
California
$84.8M -$12.1M 5 6.8% Reduced
262
Yousif Capital Management
Yousif Capital Management
Michigan
$84.6M +$590K 5 1.11% Increased
263
GC
GPI Capital
New York
$83.3M $0 2 22.18% Maintained
264
William Blair & Company
William Blair & Company
Illinois
$83.2M +$2.98M 5 0.37% Increased
265
Nissay Asset Management
Nissay Asset Management
Japan
$82.3M +$592K 5 0.82% Increased
266
Alphabet Inc
Alphabet Inc
California
$81.5M $0 1 4.42% Maintained
267
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$81M -$27.1M 7 0.77% Reduced
268
Holocene Advisors
Holocene Advisors
New York
$80.1M +$81.7M 3 0.48% Increased
269
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$80M +$35.7M 3 10.34% Increased
270
US Bancorp
US Bancorp
Minnesota
$79.6M +$4.02M 20 0.15% Increased
271
Sanders Capital
Sanders Capital
Florida
$79.3M -$141K 1 0.2% Reduced
272
Rathbones Group
Rathbones Group
United Kingdom
$78.1M +$28.6M 4 0.9% Increased
273
TPSF
Texas Permanent School Fund
Texas
$77.8M +$1.92M 2 1.24% Increased
274
Swiss Life Asset Management
Swiss Life Asset Management
$77.2M +$511K 3 1.25% Increased
275
Mutual of America Capital Management
Mutual of America Capital Management
New York
$77M +$2.21M 1 0.99% Increased