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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
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$98M -$98M 1 3.2% Reduced
252
Sachem Head Capital Management
Sachem Head Capital Management
New York
$96.2M +$7.93M 1 4.26% Increased
253
NSGL
No Street GP LP
California
$95.9M -$15.9M 1 12.24% Reduced
254
Atreides Management
Atreides Management
Massachusetts
$95.8M -$37.1M 1 2.93% Reduced
255
CIBC World Market
CIBC World Market
Ontario, Canada
$94.8M +$39.1M 5 0.32% Increased
256
SIG
Senator Investment Group
New York
$94.7M +$94.1M 2 5.17% New
257
Peconic Partners
Peconic Partners
New York
$94.5M +$41.5M 1 5.36% Increased
258
NC
Nightview Capital
Texas
$94.3M -$3.06M 1 36.19% Reduced
259
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$94.1M -$18.3M 5 1.96% Reduced
260
Tiger Global Management
Tiger Global Management
New York
$94M $0 3 0.85% Maintained
261
Voloridge Investment Management
Voloridge Investment Management
Florida
$93.5M -$70.6M 7 0.46% Reduced
262
New York Life Investment Management
New York Life Investment Management
New York
$93.1M +$198K 4 1.03% Increased
263
Nomura Holdings
Nomura Holdings
Japan
$92.3M -$287M 8 0.29% Reduced
264
Maverick Capital
Maverick Capital
Texas
$91.4M -$51.7M 2 2.31% Reduced
265
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$90.8M -$876K 2 1.08% Reduced
266
TCG
Tremblant Capital Group
Florida
$89.9M -$61.5M 2 9.53% Reduced
267
Rathbones Group
Rathbones Group
United Kingdom
$89.4M -$4.3M 3 0.91% Reduced
268
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$88.9M +$5.64M 5 0.93% Increased
269
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$88.9M -$3.44M 3 7.02% Reduced
270
DG
Discerene Group
Connecticut
$87.7M $0 1 11.31% Maintained
271
Alyeska Investment Group
Alyeska Investment Group
Illinois
$86.3M +$88.9M 6 0.76% Increased
272
Mutual of America Capital Management
Mutual of America Capital Management
New York
$85.8M +$1.4M 3 1.02% Increased
273
Group One Trading
Group One Trading
Illinois
$83.6M -$9.13M 14 0.3% Reduced
274
Yousif Capital Management
Yousif Capital Management
Michigan
$83.4M -$2.48M 4 1.09% Reduced
275
First Pacific Advisors
First Pacific Advisors
California
$82.8M -$202K 2 1.29% Reduced